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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-34.1KClosed |
$3.77M - $3.78M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Opus Capital Group, LLC
|
SELL
|
- |
-178KClosed |
$19.7M - $19.8M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-11.5KClosed |
$1.27M - $1.27M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Mainstay Capital Management LLC
|
SELL
|
- |
-206KClosed |
$22.8M - $22.8M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.47KClosed |
$937K - $939K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-828Closed |
$91.7K - $91.9K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Monument Capital Management
|
SELL
|
- |
-14.6KClosed |
$1.61M - $1.62M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.38KClosed |
$706K - $708K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.47KClosed |
$384K - $385K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.95KClosed |
$215K - $216K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-2Closed |
$221 - $222
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.53KClosed |
$831K - $836K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-2.08KClosed |
$229K - $231K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.47KClosed |
$273K - $274K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1Closed |
$110 - $111
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.4KClosed |
$1.15M - $1.15M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-480KClosed |
$53M - $53.3M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.9KClosed |
$320K - $322K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-78Closed |
$8.62K - $8.66K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4KClosed |
$442K - $444K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Santori & Peters, Inc.
|
SELL
|
- |
-14.2KClosed |
$1.57M - $1.58M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-189Closed |
$20.9K - $21K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-31Closed |
$3.42K - $3.44K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-4.19KClosed |
$462K - $463K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-655Closed |
$72.3K - $72.5K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-195Closed |
$21.5K - $21.6K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-834Closed |
$92.1K - $92.3K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-11.7KClosed |
$1.29M - $1.3M
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.65KClosed |
$513K - $514K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.85KClosed |
$204K - $205K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.81KClosed |
$200K - $201K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
45.5KNew |
$5.02M - $5.03M
|
45.5K
$5.02M
|
|
|
Jan 22, 2020
Q4 2019
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-27.1KClosed |
$2.99M - $3M
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Cx Institutional
|
SELL
|
- |
-26Closed |
$2.87K - $2.88K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-37.8KClosed |
$4.18M - $4.19M
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Manning & Napier Group, LLC
|
SELL
|
- |
-76.8KClosed |
$8.48M - $8.5M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50Closed |
$5.52K - $5.53K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.4KClosed |
$265K - $266K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.7KClosed |
$409K - $409K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-859Closed |
$94.9K - $95.1K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-43Closed |
$4.75K - $4.76K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-754Closed |
$83.3K - $83.4K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-32Closed |
$3.53K - $3.54K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-275Closed |
$30.4K - $30.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Dec 19, 2024
Q2 2019
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-652- 90.81% |
$71.9K - $72.2K
|
66
$7.29K
|
|
|
Aug 21, 2019
Q2 2019
|
Keudell
|
BUY
|
- |
5.06KNew |
$558K - $560K
|
5.06K
$559K
|
|
|
Aug 14, 2019
Q2 2019
|
Q3 Asset Management
|
SELL
|
- |
-23.4KClosed |
$2.58M - $2.59M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.6KClosed |
$1.17M - $1.17M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.33KClosed |
$257K - $258K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-880KClosed |
$97.1M - $97.4M
|
0
$0
|
|