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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 1.43% |
$660 - $663
|
413
$45.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.33KNew |
$367K - $368K
|
3.33K
$368K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
2.49KNew |
$273K - $275K
|
2.49K
$275K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
16+ 0.07% |
$1.76K - $1.77K
|
24.3K
$2.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-559- 14.47% |
$61.5K - $61.7K
|
3.3K
$365K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.86KNew |
$424K - $426K
|
3.86K
$426K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.45KNew |
$160K - $160K
|
1.45K
$160K
|
|
|
Jul 13, 2023
Q2 2023
|
Marks Wealth, LLC
|
SELL
|
- |
-400- 0.56% |
$44K - $44.2K
|
71.1K
$7.86M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
480New |
$52.8K - $53K
|
480
$53K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
4.42K+ 52.25% |
$486K - $488K
|
12.9K
$1.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.44KNew |
$268K - $269K
|
2.44K
$269K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12.4K- 88.89% |
$1.37M - $1.37M
|
1.55K
$172K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
13.6K+ 101.05% |
$1.5M - $1.5M
|
27.1K
$2.99M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
143KNew |
$15.7M - $15.8M
|
143K
$15.8M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-77.6KClosed |
$8.53M - $8.58M
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-2.42K- 7.28% |
$266K - $268K
|
30.9K
$3.41M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.73KNew |
$410K - $412K
|
3.73K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
3.63KNew |
$400K - $402K
|
3.63K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-195- 25.66% |
$21.4K - $21.5K
|
565
$62.4K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
453New |
$49.8K - $50.1K
|
453
$50.1K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-51.1K- 83.15% |
$5.62M - $5.65M
|
10.4K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.54KNew |
$499K - $501K
|
4.54K
$501K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.79KNew |
$307K - $309K
|
2.79K
$309K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
7.27K+ 108.16% |
$800K - $804K
|
14K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
17.8K+ 242.56% |
$1.95M - $1.96M
|
25.1K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
22KNew |
$2.42M - $2.43M
|
22K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-542- 21.21% |
$59.6K - $59.9K
|
2.01K
$222K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.86K+ 21.64% |
$1.08M - $1.09M
|
55.4K
$6.13M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.13KNew |
$235K - $236K
|
2.13K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.94KNew |
$433K - $435K
|
3.94K
$435K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-20.5K- 43.33% |
$2.25M - $2.26M
|
26.8K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6.02KNew |
$661K - $665K
|
6.02K
$665K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.82KNew |
$200K - $201K
|
1.82K
$201K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.6K+ 102.27% |
$1.27M - $1.28M
|
22.9K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.03KNew |
$333K - $335K
|
3.03K
$335K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-286K- 62.03% |
$31.5M - $31.7M
|
175K
$19.4M
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
124KNew |
$13.6M - $13.7M
|
124K
$13.7M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
167+ 5.57% |
$18.4K - $18.5K
|
3.16K
$350K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-33.3K- 33.73% |
$3.66M - $3.68M
|
65.4K
$7.23M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.42K- 7.28% |
$266K - $268K
|
30.9K
$3.41M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.3KNew |
$1.24M - $1.25M
|
11.3K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
27.1KNew |
$2.98M - $3M
|
27.1K
$3M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
275+ 12.87% |
$30.2K - $30.4K
|
2.41K
$266K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.08KNew |
$338K - $340K
|
3.08K
$340K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-258- 10.64% |
$28.4K - $28.5K
|
2.17K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.96KNew |
$216K - $217K
|
1.96K
$217K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-6.66K- 50.9% |
$732K - $735K
|
6.42K
$709K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.11K+ 44.19% |
$122K - $123K
|
3.62K
$400K
|
|