Latest Institutional Transactions on Ishares Tr (SHV)

SHV Quotes by TradingView

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
Feb 08, 2021 Q4 2020
Advanced Asset Management Advisors Inc

Dublin, OH
SELL
 -
-76.9K
Closed
$8.5M - $8.51M
0 $0
Feb 04, 2021 Q4 2020
Omega Financial Group, LLC

SELL
 -
-6.62K
Closed
$732K - $733K
0 $0
Feb 04, 2021 Q4 2020
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-52
Closed
$5.75K - $5.76K
0 $0
Feb 02, 2021 Q4 2020
Bedel Financial Consulting, Inc.

SELL
 -
-41
Closed
$4.53K - $4.54K
0 $0
Jan 28, 2021 Q4 2020
Simpli Fi, Inc.

SELL
 -
-143K
Closed
$15.8M - $15.8M
0 $0
Jan 21, 2021 Q4 2020
Clearwater Capital Advisors, LLC

SELL
 -
-311K
Closed
$34.4M - $34.5M
0 $0
Jan 21, 2021 Q4 2020
Evergreen Advisors, LLC

SELL
 -
-9.7K
Closed
$1.07M - $1.07M
0 $0
Jan 20, 2021 Q4 2020
Tsfg, LLC

SELL
 -
-388
- 74.9%
$42.9K - $43K
130 $14.4K
Jan 19, 2021 Q4 2020
Hedeker Wealth, LLC

SELL
 -
-26.6K
Closed
$2.94M - $2.94M
0 $0
Jan 14, 2021 Q4 2020
Vigilant Capital Management, LLC

SELL
 -
-27
Closed
$2.98K - $2.99K
0 $0
Jan 12, 2021 Q4 2020
Mcia Inc

BUY
 -
4.26K
New
$471K - $472K
4.26K $471K
Q3 2020
May 14, 2021 Q3 2020
Acima Private Wealth, LLC

Richmond, VA
SELL
 -
-48.2K
Closed
$5.34M - $5.34M
0 $0
Nov 16, 2020 Q3 2020
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-104
Closed
$11.5K - $11.5K
0 $0
Nov 16, 2020 Q3 2020
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-3.86K
Closed
$428K - $428K
0 $0
Nov 16, 2020 Q3 2020
Athanor Capital, LP

New York, NY
SELL
 -
-180K
Closed
$19.9M - $19.9M
0 $0
Nov 13, 2020 Q3 2020
Aspire Private Capital, LLC

SELL
 -
-17.4K
Closed
$1.92M - $1.92M
0 $0
Nov 13, 2020 Q3 2020
Mackenzie Financial Corp

Toronto Ontario, A6
SELL
 -
-4.45K
Closed
$492K - $493K
0 $0
Nov 13, 2020 Q3 2020
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-2.36K
Closed
$261K - $261K
0 $0
Nov 12, 2020 Q3 2020
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-450
Closed
$49.8K - $49.8K
0 $0
Nov 12, 2020 Q3 2020
Bahl & Gaynor Inc

SELL
 -
-15.4K
Closed
$1.71M - $1.71M
0 $0
Nov 10, 2020 Q3 2020
Paradigm Financial Partners, LLC

SELL
 -
-3.08K
Closed
$341K - $341K
0 $0
Nov 10, 2020 Q3 2020
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-57.4K
Closed
$6.35M - $6.36M
0 $0
Nov 02, 2020 Q3 2020
Excalibur Management Corp

SELL
 -
-17.3K
Closed
$1.92M - $1.92M
0 $0
Nov 02, 2020 Q3 2020
Telemus Capital, LLC

SELL
 -
-4.5K
Closed
$498K - $498K
0 $0
Nov 02, 2020 Q3 2020
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-1.97K
Closed
$218K - $218K
0 $0
Oct 21, 2020 Q3 2020
Transform Wealth, LLC

SELL
 -
-3.29K
Closed
$364K - $364K
0 $0
Oct 21, 2020 Q3 2020
Financial Sense Advisors, Inc.

SELL
 -
-1.99K
Closed
$220K - $220K
0 $0
Oct 21, 2020 Q3 2020
Demars Financial Group, LLC

SELL
 -
-2.59K
Closed
$287K - $287K
0 $0
Oct 20, 2020 Q3 2020
Jordan Park Group LLC

SELL
 -
-734K
Closed
$81.3M - $81.3M
0 $0
Oct 19, 2020 Q3 2020
Elm Partners Management LLC

SELL
 -
-41
Closed
$4.54K - $4.54K
0 $0
Oct 16, 2020 Q3 2020
Hudson Capital Management LLC

SELL
 -
-129K
Closed
$14.3M - $14.3M
0 $0
Oct 16, 2020 Q3 2020
Darwin Advisors, LLC

SELL
 -
-2.76K
Closed
$305K - $305K
0 $0
Oct 14, 2020 Q3 2020
Red Door Wealth Management, LLC

SELL
 -
-300
Closed
$33.2K - $33.2K
0 $0
Oct 14, 2020 Q3 2020
Strategic Investment Advisors

Farmington Hills, MI
SELL
 -
-28K
Closed
$3.1M - $3.1M
0 $0
Oct 13, 2020 Q3 2020
Flagship Harbor Advisors, LLC

SELL
 -
-1.07K
Closed
$118K - $118K
0 $0
Oct 13, 2020 Q3 2020
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-2.52K
Closed
$279K - $279K
0 $0
Oct 09, 2020 Q3 2020
Corbenic Partners LLC

SELL
 -
-34
Closed
$3.76K - $3.77K
0 $0
Oct 07, 2020 Q3 2020
Pennsylvania Capital Management Inc

SELL
 -
-3.5K
Closed
$387K - $387K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
28.7K
+ 47.44%
$3.18M - $3.19M
89.3K $9.87M
Dec 01, 2022 Q2 2020
Mufg Americas Holdings Corp

BUY
 -
701
New
$77.6K - $77.8K
701 $77.4K
Aug 14, 2020 Q2 2020
Procyon Advisors, LLC

SELL
 -
-85
Closed
$9.41K - $9.43K
0 $0
Aug 14, 2020 Q2 2020
Richard Bernstein Advisors LLC

SELL
 -
-3.58K
Closed
$396K - $397K
0 $0
Aug 14, 2020 Q2 2020
Shanda Asset Management Holdings LTD

Singapore, U0
SELL
 -
-90.5K
Closed
$10M - $10M
0 $0
Aug 13, 2020 Q2 2020
Td Asset Management Inc

SELL
 -
-13.4K
Closed
$1.49M - $1.49M
0 $0
Aug 11, 2020 Q2 2020
Mcf Advisors LLC

Covington, KY
SELL
 -
-599
Closed
$66.3K - $66.5K
0 $0
Aug 10, 2020 Q2 2020
Davidson Investment Advisors

SELL
 -
-3.77K
Closed
$417K - $418K
0 $0
Aug 10, 2020 Q2 2020
Windham Capital Management, LLC

SELL
 -
-87.2K
Closed
$9.65M - $9.67M
0 $0
Aug 10, 2020 Q2 2020
Okabena Investment Services Inc

Minneapolis, MN
SELL
 -
-1.8K
Closed
$200K - $200K
0 $0
Aug 05, 2020 Q2 2020
Evensky & Katz LLC

SELL
 -
-471
Closed
$52.1K - $52.3K
0 $0

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