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
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.9K- 23.49% |
$1.65M - $1.65M
|
48.7K
$5.37M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.3K+ 15.27% |
$2.12M - $2.13M
|
146K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-310- 23.29% |
$34.1K - $34.3K
|
1.02K
$113K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-1.9K- 11.67% |
$209K - $210K
|
14.4K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
76+ 6.79% |
$8.36K - $8.4K
|
1.2K
$132K
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-204- 8.86% |
$22.5K - $22.5K
|
2.1K
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-241- 0.93% |
$26.5K - $26.6K
|
25.7K
$2.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-37.6K- 9.59% |
$4.14M - $4.16M
|
355K
$39.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.45K+ 14.68% |
$709K - $712K
|
50.3K
$5.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
453New |
$49.9K - $50.1K
|
453
$50K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
582+ 26.01% |
$64.1K - $64.3K
|
2.82K
$311K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
SELL
|
- |
-245- 3.74% |
$27K - $27.1K
|
6.3K
$695K
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
41.5K+ 11.86% |
$4.57M - $4.58M
|
391K
$43.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
198New |
$21.8K - $21.9K
|
198
$21.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
624+ 20.8% |
$68.7K - $68.9K
|
3.62K
$400K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
63.7K+ 24.35% |
$7.01M - $7.04M
|
325K
$35.9M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
35.3K+ 12.24% |
$3.88M - $3.9M
|
324K
$35.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.37K- 35.98% |
$261K - $262K
|
4.22K
$466K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
744+ 4.24% |
$81.9K - $82.2K
|
18.3K
$2.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 0.53% |
$1.1K - $1.1K
|
1.89K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
931K+ 20.36% |
$102M - $103M
|
5.5M
$607M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
90+ 2.81% |
$9.91K - $9.94K
|
3.29K
$363K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
219K+ 11.32% |
$24.1M - $24.2M
|
2.15M
$238M
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-26K- 9.18% |
$2.86M - $2.87M
|
257K
$28.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-217- 2.44% |
$23.9K - $24K
|
8.69K
$959K
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
47.8K+ 252.74% |
$5.26M - $5.28M
|
66.7K
$7.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.68K- 2.57% |
$515K - $517K
|
178K
$19.6M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-2.4K- 4.56% |
$265K - $266K
|
50.3K
$5.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
18.6KNew |
$2.04M - $2.05M
|
18.6K
$2.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-83.5K- 9.65% |
$9.19M - $9.22M
|
782K
$86.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1.21K+ 3.4% |
$133K - $134K
|
36.8K
$4.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.67K- 5.77% |
$183K - $184K
|
27.2K
$3M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.23K- 2.13% |
$796K - $799K
|
332K
$36.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.35K- 15.07% |
$698K - $701K
|
35.8K
$3.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
4.33K+ 0.96% |
$477K - $479K
|
454K
$50.1M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
14K+ 4.87% |
$1.54M - $1.55M
|
302K
$33.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.85K+ 10.08% |
$204K - $205K
|
20.2K
$2.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
24+ 1.18% |
$2.64K - $2.65K
|
2.05K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-226- 6.13% |
$24.9K - $25K
|
3.46K
$381K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-6.48K- 36.45% |
$713K - $716K
|
11.3K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-873- 6.48% |
$96.1K - $96.5K
|
12.6K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.6K- 38.1% |
$5.01M - $5.03M
|
74K
$8.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.75K- 0.96% |
$192K - $193K
|
181K
$19.9M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.58K+ 20795.45% |
$504K - $505K
|
4.6K
$507K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-359- 9.94% |
$39.5K - $39.7K
|
3.25K
$359K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
134KNew |
$14.7M - $14.8M
|
134K
$14.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.1K- 5.09% |
$1.56M - $1.56M
|
263K
$29M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-10.4K- 41.51% |
$1.15M - $1.15M
|
14.7K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
46.8K+ 15.15% |
$5.15M - $5.17M
|
356K
$39.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-27.2K- 21.8% |
$2.99M - $3M
|
97.4K
$10.7M
|
|