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 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
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-571- 7.56% |
$62.8K - $63.1K
|
6.99K
$770K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10New |
$1.1K - $1.1K
|
10
$1.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
13+ 11.71% |
$1.43K - $1.44K
|
124
$13.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
50+ 1.26% |
$5.5K - $5.52K
|
4K
$442K
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
15K+ 8.82% |
$1.65M - $1.66M
|
185K
$20.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.24K- 26.62% |
$797K - $800K
|
20K
$2.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-62K- 42.14% |
$6.83M - $6.85M
|
85.1K
$9.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.48K+ 1.28% |
$383K - $384K
|
276K
$30.5M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
54.3KNew |
$5.97M - $5.99M
|
54.3K
$5.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-134- 6.81% |
$14.7K - $14.8K
|
1.83K
$202K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
40.3K+ 141.77% |
$4.44M - $4.46M
|
68.8K
$7.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
417+ 1.08% |
$45.9K - $46.1K
|
39.2K
$4.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.32KNew |
$255K - $256K
|
2.32K
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
28.5K+ 16.57% |
$3.13M - $3.15M
|
200K
$22.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.2K- 2.01% |
$132K - $132K
|
58.3K
$6.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
14.9K+ 109.47% |
$1.65M - $1.65M
|
28.6K
$3.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
220+ 7.17% |
$24.2K - $24.3K
|
3.29K
$363K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.21K+ 3.85% |
$353K - $355K
|
86.6K
$9.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
10.1K+ 1.49% |
$1.12M - $1.12M
|
689K
$76M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-33.4K- 18.18% |
$3.67M - $3.69M
|
150K
$16.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 2.38% |
$110 - $110
|
43
$4.74K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
3.74KNew |
$412K - $414K
|
3.74K
$413K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9.76K- 31.98% |
$1.07M - $1.08M
|
20.7K
$2.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
672+ 1.19% |
$74K - $74.2K
|
57.2K
$6.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.15KNew |
$236K - $237K
|
2.15K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20New |
$2.2K - $2.21K
|
20
$2.21K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
46+ 0.53% |
$5.06K - $5.08K
|
8.75K
$965K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-93.8K- 48.02% |
$10.3M - $10.4M
|
101K
$11.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.01K+ 6.78% |
$221K - $222K
|
31.6K
$3.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.3K+ 16.34% |
$364K - $365K
|
23.5K
$2.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-970- 16.65% |
$107K - $107K
|
4.86K
$536K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.75K+ 11.08% |
$302K - $304K
|
27.5K
$3.04M
|
|