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 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
59KNew |
$6.49M - $6.52M
|
59K
$6.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-408- 96.45% |
$44.9K - $45.1K
|
15
$1.65K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2New |
$220 - $221
|
2
$220
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.02K- 11.91% |
$333K - $335K
|
22.4K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Management Associates Inc
|
BUY
|
- |
8.83K+ 71.42% |
$971K - $977K
|
21.2K
$2.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-45- 0.86% |
$4.95K - $4.98K
|
5.2K
$573K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.16K- 13.44% |
$128K - $128K
|
7.47K
$824K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.09KNew |
$340K - $341K
|
3.09K
$340K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.27K- 22.11% |
$139K - $140K
|
4.46K
$492K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.83KNew |
$201K - $202K
|
1.83K
$201K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.37K+ 1.84% |
$371K - $373K
|
186K
$20.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 3.41% |
$266K - $267K
|
73.3K
$8.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.41K- 8.87% |
$375K - $377K
|
35.1K
$3.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.44K+ 2.81% |
$158K - $159K
|
52.6K
$5.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
20.9K+ 4.35% |
$2.3M - $2.31M
|
502K
$55.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.85K- 21.41% |
$203K - $204K
|
6.77K
$746K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-2.69K- 37.12% |
$296K - $297K
|
4.56K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-233- 5.16% |
$25.6K - $25.8K
|
4.28K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
34+ 0.37% |
$3.74K - $3.76K
|
9.21K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
18K+ 86.03% |
$1.98M - $1.99M
|
39K
$4.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.04% |
$220 - $221
|
5.55K
$612K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
50+ 2.09% |
$5.5K - $5.53K
|
2.44K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-342- 25.24% |
$37.6K - $37.8K
|
1.01K
$112K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
41.5K+ 4.27% |
$4.57M - $4.59M
|
1.01M
$112M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.84KNew |
$202K - $203K
|
1.84K
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.7K- 45.36% |
$1.18M - $1.18M
|
12.9K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
140KNew |
$15.4M - $15.5M
|
140K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.61K- 1.01% |
$177K - $178K
|
157K
$17.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-13.9K- 69.14% |
$1.53M - $1.54M
|
6.21K
$685K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.1K- 51.7% |
$1.11M - $1.11M
|
9.39K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-349- 5.87% |
$38.4K - $38.6K
|
5.59K
$617K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.98K- 49.75% |
$769K - $773K
|
7.06K
$778K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 60.0% |
$330 - $332
|
2
$220
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-420- 5.93% |
$46.2K - $46.5K
|
6.66K
$734K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
320+ 9.63% |
$35.2K - $35.4K
|
3.64K
$402K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
27.3K+ 71.61% |
$3.01M - $3.03M
|
65.5K
$7.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
22.6K+ 32.82% |
$2.49M - $2.5M
|
91.4K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.31K+ 5.58% |
$364K - $366K
|
62.6K
$6.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.09K+ 23.87% |
$230K - $232K
|
10.9K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.3K+ 22.27% |
$473K - $476K
|
23.6K
$2.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
60.6K+ 5.53% |
$6.67M - $6.71M
|
1.16M
$128M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.6K+ 306.91% |
$1.61M - $1.62M
|
19.4K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
2.18K+ 49.4% |
$239K - $241K
|
6.58K
$725K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.3K- 21.02% |
$143K - $144K
|
4.88K
$538K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
798+ 30.31% |
$87.8K - $88.3K
|
3.43K
$378K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-243- 8.77% |
$26.7K - $26.9K
|
2.53K
$279K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.11K- 33.39% |
$563K - $566K
|
10.2K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.84K+ 2.41% |
$533K - $536K
|
206K
$22.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.5K- 47.94% |
$1.16M - $1.16M
|
11.4K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.13K+ 29.68% |
$234K - $236K
|
9.31K
$1.03M
|