Latest Institutional Transactions on Ishares Tr (SHV)
This table provides information on the latest institutional transactions involving Ishares Tr (SHV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.21KNew |
$572K - $576K
|
5.21K
$574K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.81K- 38.43% |
$199K - $200K
|
2.9K
$320K
|
|
| Q3 2024 | |||||||
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-268Closed |
$29.5K - $29.6K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Titan Capital Management, LLC
|
SELL
|
- |
-806- 0.68% |
$88.7K - $89.2K
|
117K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-274- 11.24% |
$30.2K - $30.3K
|
2.16K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
365+ 9.53% |
$40.2K - $40.4K
|
4.2K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
66.7K+ 13.9% |
$7.34M - $7.38M
|
547K
$60.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.23KNew |
$796K - $800K
|
7.23K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
96New |
$10.6K - $10.6K
|
96
$10.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
66New |
$7.26K - $7.3K
|
66
$7.28K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
54New |
$5.94K - $5.97K
|
54
$5.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.2K+ 8.76% |
$1.12M - $1.13M
|
126K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
454New |
$50K - $50.2K
|
454
$50.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
29New |
$3.19K - $3.21K
|
29
$3.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 57.14% |
$220K - $221K
|
5.5K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43New |
$4.73K - $4.76K
|
43
$4.74K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.68K- 26.73% |
$735K - $739K
|
18.3K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
251+ 4.21% |
$27.6K - $27.8K
|
6.22K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27.8KNew |
$3.06M - $3.08M
|
27.8K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-579- 19.54% |
$63.7K - $64.1K
|
2.38K
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.53K+ 99.85% |
$498K - $501K
|
9.06K
$999K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.8K- 49.43% |
$1.19M - $1.2M
|
11.1K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
70KNew |
$7.7M - $7.74M
|
70K
$7.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.05KNew |
$226K - $227K
|
2.05K
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
83+ 4.31% |
$9.13K - $9.18K
|
2.01K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
433New |
$47.7K - $47.9K
|
433
$47.8K
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-45- 1.01% |
$4.95K - $4.98K
|
4.43K
$489K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
226+ 24.94% |
$24.9K - $25K
|
1.13K
$125K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-408- 96.45% |
$44.9K - $45.1K
|
15
$1.65K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2New |
$220 - $221
|
2
$221
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
60.6K+ 5.53% |
$6.67M - $6.71M
|
1.16M
$128M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
205New |
$22.6K - $22.7K
|
205
$22.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.25KNew |
$247K - $249K
|
2.25K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
19.8KNew |
$2.18M - $2.19M
|
19.8K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1.85KNew |
$204K - $205K
|
1.85K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.02K+ 8.17% |
$113K - $113K
|
13.5K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-106K- 32.04% |
$11.7M - $11.7M
|
225K
$24.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-86.6K- 9.03% |
$9.54M - $9.59M
|
873K
$96.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$550 - $553
|
5
$551
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
24+ 1.29% |
$2.64K - $2.66K
|
1.89K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
5.84KNew |
$643K - $646K
|
5.84K
$644K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.95KNew |
$324K - $326K
|
2.95K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 43.9% |
$192K - $193K
|
5.72K
$631K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
91New |
$10K - $10.1K
|
91
$10K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
23.6KNew |
$2.59M - $2.61M
|
23.6K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 18.48% |
$139K - $140K
|
5.57K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
23New |
$2.53K - $2.54K
|
23
$2.54K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 14.44% |
$159K - $160K
|
8.55K
$943K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 32.93% |
$5.94K - $5.97K
|
218
$24K
|
|