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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-170- 1.88% |
$18.7K - $18.8K
|
8.85K
$977K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-188- 4.24% |
$20.7K - $20.8K
|
4.24K
$469K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.69K+ 48.87% |
$296K - $298K
|
8.21K
$906K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.53K- 57.09% |
$278K - $279K
|
1.9K
$210K
|
|
| Q4 2022 | |||||||
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
15.7KNew |
$1.73M - $1.73M
|
15.7K
$1.74M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-223- 0.73% |
$24.5K - $24.6K
|
30.2K
$3.34M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.57KNew |
$282K - $283K
|
2.57K
$284K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
182+ 8.52% |
$20K - $20K
|
2.32K
$256K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
4.04K+ 44.99% |
$444K - $445K
|
13K
$1.44M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
6.1KNew |
$669K - $672K
|
6.1K
$674K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.88KNew |
$426K - $427K
|
3.88K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
108+ 3.49% |
$11.9K - $11.9K
|
3.21K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.86K- 30.38% |
$424K - $425K
|
8.85K
$977K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.8K+ 450.0% |
$198K - $198K
|
2.2K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-196- 6.08% |
$21.5K - $21.6K
|
3.03K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
26New |
$2.85K - $2.86K
|
26
$2.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
273KNew |
$30M - $30.1M
|
273K
$30.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2.1K- 37.52% |
$231K - $232K
|
3.5K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
183New |
$20.1K - $20.1K
|
183
$20.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
5.74KNew |
$630K - $632K
|
5.74K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
250New |
$27.4K - $27.5K
|
250
$27.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
73+ 0.76% |
$8.01K - $8.04K
|
9.64K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
4.9KNew |
$538K - $539K
|
4.9K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.48K+ 95.69% |
$273K - $273K
|
5.08K
$561K
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-104K- 44.23% |
$11.4M - $11.5M
|
131K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-143- 3.43% |
$15.7K - $15.7K
|
4.03K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.97K- 58.32% |
$764K - $767K
|
4.98K
$550K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12.5K- 63.32% |
$1.37M - $1.37M
|
7.22K
$797K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-445- 6.05% |
$48.8K - $49K
|
6.91K
$763K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
58New |
$6.36K - $6.39K
|
58
$6.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18New |
$1.98K - $1.98K
|
18
$1.99K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-25K- 46.38% |
$2.74M - $2.75M
|
28.9K
$3.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
30K+ 20.0% |
$3.29M - $3.3M
|
180K
$19.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.06KNew |
$336K - $337K
|
3.06K
$338K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.95K- 1.56% |
$214K - $215K
|
123K
$13.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-121- 4.89% |
$13.3K - $13.3K
|
2.35K
$260K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
560New |
$61.5K - $61.7K
|
560
$61.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.89KNew |
$646K - $648K
|
5.89K
$650K
|
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
SELL
|
- |
-1.7K- 12.48% |
$187K - $187K
|
11.9K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-73- 3.6% |
$8.01K - $8.04K
|
1.96K
$216K
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.36K+ 25.15% |
$149K - $149K
|
6.75K
$746K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.78KNew |
$415K - $417K
|
3.78K
$418K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-13- 22.41% |
$1.43K - $1.43K
|
45
$4.97K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-892K- 99.74% |
$97.9M - $98.2M
|
2.36K
$261K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
58K+ 98.27% |
$6.36M - $6.39M
|
117K
$12.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
7.55KNew |
$829K - $832K
|
7.55K
$834K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
150New |
$16.5K - $16.5K
|
150
$16.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-1.7K- 0.83% |
$187K - $187K
|
202K
$22.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
238+ 0.95% |
$26.1K - $26.2K
|
25.2K
$2.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
3.26KNew |
$358K - $359K
|
3.26K
$360K
|
|