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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.38KNew |
$262K - $263K
|
2.38K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.85K+ 4.65% |
$313K - $315K
|
64.1K
$7.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.63K+ 7.55% |
$840K - $843K
|
109K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-465K- 99.07% |
$51.2M - $51.4M
|
4.35K
$479K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.76K- 14.22% |
$193K - $194K
|
10.6K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.1K- 55.15% |
$1.33M - $1.34M
|
9.86K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
865New |
$95.2K - $95.6K
|
865
$95.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.06K+ 1.55% |
$227K - $228K
|
135K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
235New |
$25.9K - $26K
|
235
$25.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-317K- 37.5% |
$34.9M - $35.1M
|
529K
$58.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.53K+ 12.9% |
$828K - $831K
|
65.9K
$7.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-481- 11.36% |
$52.9K - $53.1K
|
3.75K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-225K- 14.25% |
$24.7M - $24.8M
|
1.35M
$149M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-6.6K- 50.8% |
$726K - $729K
|
6.39K
$705K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.64M+ 191.56% |
$181M - $181M
|
2.5M
$276M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
6.12K+ 25.34% |
$674K - $677K
|
30.3K
$3.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.11K+ 23.69% |
$122K - $123K
|
5.81K
$640K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
12.2K+ 10.59% |
$1.34M - $1.34M
|
127K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Gould Capital, LLC
|
BUY
|
- |
585+ 1.69% |
$64.4K - $64.6K
|
35.2K
$3.88M
|
|
|
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
|
|