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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.98KClosed |
$548K - $549K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
156KNew |
$17.1M - $17.2M
|
156K
$17.2M
|
|
|
May 11, 2022
Q1 2022
|
American Asset Management Inc.
|
SELL
|
- |
-3.51KClosed |
$386K - $387K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-4.28KClosed |
$472K - $473K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-41.9KClosed |
$4.62M - $4.63M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-8.8KClosed |
$970K - $972K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
54New |
$5.95K - $5.96K
|
54
$5.96K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-18.7KClosed |
$2.06M - $2.06M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-761KClosed |
$83.8M - $84M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-985- 13.52% |
$109K - $109K
|
6.3K
$696K
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.92KClosed |
$432K - $433K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-2.21KClosed |
$244K - $244K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.6KClosed |
$617K - $618K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-58Closed |
$6.39K - $6.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-17Closed |
$1.87K - $1.88K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.12KClosed |
$123K - $124K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100Closed |
$11K - $11K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-500- 15.5% |
$55.1K - $55.2K
|
2.73K
$301K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-44Closed |
$4.85K - $4.86K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-144Closed |
$15.9K - $15.9K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-130- 5.8% |
$14.3K - $14.4K
|
2.11K
$233K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-12Closed |
$1.32K - $1.32K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-1.94KClosed |
$214K - $214K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.9KClosed |
$209K - $210K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-20.7KClosed |
$2.28M - $2.29M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5.7KClosed |
$628K - $629K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-19Closed |
$2.09K - $2.1K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-4KClosed |
$441K - $442K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7Closed |
$773 - $773
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-8Closed |
$883 - $884
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.39KClosed |
$375K - $375K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-34Closed |
$3.75K - $3.76K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.22KClosed |
$245K - $245K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.84KNew |
$313K - $313K
|
2.84K
$313K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-71Closed |
$7.84K - $7.84K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-202Closed |
$22.3K - $22.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.67KNew |
$626K - $626K
|
5.67K
$626K
|
|
|
Feb 04, 2022
Q4 2021
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
2.1KNew |
$232K - $232K
|
2.1K
$232K
|
|
|
Feb 02, 2022
Q4 2021
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.3K- 51.92% |
$254K - $254K
|
2.13K
$235K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-248Closed |
$27.4K - $27.4K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-11.1KClosed |
$1.22M - $1.23M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-4.51KClosed |
$497K - $498K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-15KClosed |
$1.66M - $1.66M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-150- 4.8% |
$16.6K - $16.6K
|
2.98K
$328K
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-5.89KClosed |
$650K - $651K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
101New |
$11.1K - $11.2K
|
101
$11.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-456Closed |
$50.3K - $50.4K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-22Closed |
$2.43K - $2.43K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Grand Central Investment Group
|
SELL
|
- |
-1.67K- 20.15% |
$184K - $184K
|
6.6K
$728K
|
|
|
Jan 18, 2022
Q4 2021
|
Ttp Investments, Inc.
|
SELL
|
- |
-10KClosed |
$1.11M - $1.11M
|
0
$0
|
|