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 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.97K+ 11.73% |
$217K - $218K
|
18.8K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.89KNew |
$208K - $209K
|
1.89K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1- 5.88% |
$110 - $110
|
16
$1.76K
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
611+ 8.09% |
$67.2K - $67.5K
|
8.16K
$900K
|
|
|
Nov 12, 2025
Q3 2025
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-63.1K- 68.92% |
$6.95M - $6.98M
|
28.5K
$3.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-14- 26.42% |
$1.54K - $1.55K
|
39
$4.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-5.17K- 18.95% |
$569K - $571K
|
22.1K
$2.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8New |
$880 - $884
|
8
$882
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
29+ 0.99% |
$3.19K - $3.2K
|
2.95K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.71K+ 20.7% |
$408K - $410K
|
21.6K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
12.3K+ 4.82% |
$1.35M - $1.36M
|
267K
$29.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
25.3K+ 10.72% |
$2.79M - $2.8M
|
262K
$28.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.6K- 13.73% |
$3.92M - $3.94M
|
224K
$24.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
107New |
$11.8K - $11.8K
|
107
$11.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-77.9K- 41.03% |
$8.57M - $8.6M
|
112K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.21K+ 150.71% |
$574K - $576K
|
8.67K
$956K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.2% |
$110 - $110
|
507
$55.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.64K+ 4.67% |
$401K - $402K
|
81.5K
$8.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-50.8K- 56.92% |
$5.59M - $5.61M
|
38.4K
$4.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500+ 2.46% |
$55K - $55.2K
|
20.8K
$2.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.35K+ 49.07% |
$479K - $481K
|
13.2K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-545- 12.84% |
$60K - $60.2K
|
3.7K
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.52K- 98.89% |
$167K - $168K
|
17
$1.87K
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
BUY
|
- |
3.26K+ 28.26% |
$358K - $360K
|
14.8K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
302+ 3.44% |
$33.2K - $33.4K
|
9.08K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.41K+ 103.21% |
$485K - $487K
|
8.68K
$957K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
430K+ 19.99% |
$47.4M - $47.6M
|
2.58M
$285M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.27K+ 56.26% |
$470K - $472K
|
11.9K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-7.57K- 3.55% |
$833K - $836K
|
205K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.6K+ 12.47% |
$8.65M - $8.69M
|
709K
$78.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-10.2K- 66.69% |
$1.12M - $1.12M
|
5.07K
$560K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
201+ 1.44% |
$22.1K - $22.2K
|
14.1K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-26- 0.57% |
$2.86K - $2.87K
|
4.5K
$496K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.69K- 2.4% |
$296K - $297K
|
109K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.8K+ 13.79% |
$528K - $530K
|
39.6K
$4.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-157- 1.49% |
$17.3K - $17.3K
|
10.4K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
20+ 1.06% |
$2.2K - $2.21K
|
1.91K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
38+ 1.66% |
$4.18K - $4.2K
|
2.32K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
147+ 1.54% |
$16.2K - $16.2K
|
9.68K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.99K- 16.77% |
$879K - $883K
|
39.6K
$4.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.1% |
$220 - $221
|
1.92K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.8KNew |
$308K - $309K
|
2.8K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.67K- 5.18% |
$514K - $516K
|
85.4K
$9.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.7K- 19.3% |
$1.18M - $1.18M
|
44.7K
$4.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
803+ 20.77% |
$88.4K - $88.7K
|
4.67K
$515K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.59K- 15.53% |
$616K - $618K
|
30.4K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2+ 0.09% |
$220 - $221
|
2.14K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
2.8KNew |
$308K - $309K
|
2.8K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
136KNew |
$15M - $15M
|
136K
$15M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-304- 2.66% |
$33.5K - $33.6K
|
11.1K
$1.23M
|
|