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 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
30.9K+ 102.18% |
$3.4M - $3.41M
|
61.1K
$6.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-56.1K- 81.85% |
$6.17M - $6.2M
|
12.4K
$1.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
118+ 1.59% |
$13K - $13K
|
7.54K
$832K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-26.6K- 60.33% |
$2.93M - $2.94M
|
17.5K
$1.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-29.2K- 22.59% |
$3.21M - $3.23M
|
100K
$11M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
83+ 1.04% |
$9.13K - $9.17K
|
8.07K
$890K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 12.5% |
$110 - $110
|
7
$772
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-652- 17.79% |
$71.8K - $72K
|
3.01K
$332K
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
14.2K+ 7.32% |
$1.57M - $1.57M
|
209K
$23M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-205- 1.42% |
$22.6K - $22.7K
|
14.2K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
178K+ 9.98% |
$19.6M - $19.7M
|
1.96M
$216M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-300- 2.63% |
$33K - $33.1K
|
11.1K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.51K+ 50.6% |
$937K - $940K
|
25.3K
$2.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
5.12KNew |
$564K - $566K
|
5.12K
$565K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
426+ 23.5% |
$46.9K - $47.1K
|
2.24K
$247K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
903+ 31.64% |
$99.4K - $99.8K
|
3.76K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Management Associates Inc
|
BUY
|
- |
3.72K+ 17.01% |
$410K - $411K
|
25.6K
$2.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.1K+ 15.97% |
$231K - $232K
|
15.2K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-286- 1.89% |
$31.5K - $31.6K
|
14.8K
$1.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-457- 7.59% |
$50.3K - $50.5K
|
5.57K
$614K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.42K- 39.25% |
$267K - $268K
|
3.75K
$413K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
80+ 2.58% |
$8.8K - $8.84K
|
3.18K
$350K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-292K- 44.38% |
$32.1M - $32.2M
|
366K
$40.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-30.7K- 19.04% |
$3.38M - $3.39M
|
131K
$14.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8- 0.39% |
$880 - $884
|
2.06K
$227K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
23.5K+ 3.61% |
$2.58M - $2.59M
|
674K
$74.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.8K- 25.59% |
$1.41M - $1.41M
|
37.2K
$4.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.55K+ 6209.76% |
$280K - $281K
|
2.59K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-22.8K- 28.74% |
$2.51M - $2.52M
|
56.5K
$6.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-6.18K- 4.15% |
$680K - $683K
|
143K
$15.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-31.8K- 74.68% |
$3.5M - $3.51M
|
10.8K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-17.9K- 98.52% |
$1.97M - $1.98M
|
269
$29.7K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.4K+ 1.44% |
$264K - $265K
|
169K
$18.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-6- 0.06% |
$660 - $663
|
10.6K
$1.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
40.9K+ 207.04% |
$4.5M - $4.52M
|
60.6K
$6.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-143- 2.11% |
$15.7K - $15.8K
|
6.64K
$733K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-7.46K- 84.65% |
$821K - $824K
|
1.35K
$149K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-38- 0.56% |
$4.18K - $4.2K
|
6.74K
$743K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.6KNew |
$726K - $729K
|
6.6K
$728K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 0.29% |
$770 - $773
|
2.41K
$265K
|
|
|
Nov 05, 2025
Q3 2025
|
Client First Capital LLC
|
SELL
|
- |
-33.5K- 9.04% |
$3.69M - $3.7M
|
337K
$37.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-69.1K- 71.44% |
$7.61M - $7.64M
|
27.6K
$3.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-3.91K- 53.4% |
$430K - $432K
|
3.41K
$376K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
20.2K+ 7.73% |
$2.22M - $2.23M
|
282K
$31.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.74K- 2.07% |
$192K - $193K
|
82.3K
$9.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.3K+ 4.7% |
$1.35M - $1.36M
|
274K
$30.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-429- 3.12% |
$47.2K - $47.4K
|
13.3K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.46K- 8.4% |
$381K - $383K
|
37.8K
$4.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6.55K+ 61.73% |
$721K - $724K
|
17.2K
$1.89M
|
|