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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.6K+ 104.63% |
$1.6M - $1.61M
|
28.5K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-69.2K- 88.14% |
$7.62M - $7.65M
|
9.32K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-35.2K- 46.91% |
$3.88M - $3.89M
|
39.9K
$4.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-734- 13.62% |
$80.8K - $81.1K
|
4.66K
$513K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.92K+ 8.05% |
$322K - $323K
|
39.2K
$4.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103K+ 32.08% |
$11.3M - $11.4M
|
424K
$46.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.6K+ 0.71% |
$2.49M - $2.5M
|
3.2M
$352M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 2.07% |
$13.4M - $13.4M
|
5.97M
$659M
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
5.12KNew |
$564K - $566K
|
5.12K
$565K
|
|
|
Nov 14, 2025
Q3 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.8K- 9.1% |
$418K - $420K
|
37.9K
$4.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.87K- 16.32% |
$426K - $428K
|
19.9K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.67K+ 5.21% |
$403K - $405K
|
74K
$8.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
59.9K+ 169.94% |
$6.6M - $6.62M
|
95.2K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
12.2K+ 64.08% |
$1.34M - $1.35M
|
31.2K
$3.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
1.64K+ 13.06% |
$180K - $181K
|
14.2K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.87K- 25.69% |
$426K - $427K
|
11.2K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Sierra Capital LLC
|
SELL
|
- |
-18.5K- 68.61% |
$2.04M - $2.05M
|
8.48K
$935K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-8.23K- 2.16% |
$906K - $910K
|
373K
$41.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-264K- 37.03% |
$29M - $29.1M
|
448K
$49.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-35- 1.88% |
$3.85K - $3.87K
|
1.82K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.37K- 6.85% |
$260K - $261K
|
32.2K
$3.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-10.9K- 27.14% |
$1.2M - $1.2M
|
29.2K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-36- 0.16% |
$3.96K - $3.98K
|
22.6K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
143K+ 19.76% |
$15.8M - $15.8M
|
868K
$95.8M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.48K+ 8.38% |
$162K - $163K
|
19.1K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.7K+ 65.49% |
$1.95M - $1.96M
|
44.8K
$4.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-26K- 95.2% |
$2.87M - $2.88M
|
1.31K
$145K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-723K- 81.85% |
$79.6M - $79.9M
|
160K
$17.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-283- 2.96% |
$31.1K - $31.3K
|
9.28K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-7.34K- 21.08% |
$808K - $811K
|
27.5K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.63K+ 124.86% |
$400K - $401K
|
6.54K
$721K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.38KNew |
$262K - $263K
|
2.38K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.85K+ 4.65% |
$313K - $315K
|
64.1K
$7.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.63K+ 7.55% |
$840K - $843K
|
109K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-465K- 99.07% |
$51.2M - $51.4M
|
4.35K
$479K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.76K- 14.22% |
$193K - $194K
|
10.6K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.1K- 55.15% |
$1.33M - $1.34M
|
9.86K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
865New |
$95.2K - $95.6K
|
865
$95.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.06K+ 1.55% |
$227K - $228K
|
135K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
235New |
$25.9K - $26K
|
235
$25.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-317K- 37.5% |
$34.9M - $35.1M
|
529K
$58.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.53K+ 12.9% |
$828K - $831K
|
65.9K
$7.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-481- 11.36% |
$52.9K - $53.1K
|
3.75K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-225K- 14.25% |
$24.7M - $24.8M
|
1.35M
$149M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-6.6K- 50.8% |
$726K - $729K
|
6.39K
$705K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.64M+ 191.56% |
$181M - $181M
|
2.5M
$276M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
6.12K+ 25.34% |
$674K - $677K
|
30.3K
$3.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.11K+ 23.69% |
$122K - $123K
|
5.81K
$640K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
12.2K+ 10.59% |
$1.34M - $1.34M
|
127K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Gould Capital, LLC
|
BUY
|
- |
585+ 1.69% |
$64.4K - $64.6K
|
35.2K
$3.88M
|
|