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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-77.3K- 6.99% |
$8.5M - $8.54M
|
1.03M
$113M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5.29K- 14.14% |
$582K - $584K
|
32.1K
$3.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-8.23K- 52.29% |
$906K - $910K
|
7.51K
$829K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.69K+ 14.0% |
$406K - $407K
|
30K
$3.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
10.7K+ 19.87% |
$1.18M - $1.19M
|
64.7K
$7.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-180K- 24.16% |
$19.8M - $19.8M
|
564K
$62.2M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
145+ 6.67% |
$16K - $16K
|
2.32K
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.52K- 5.56% |
$387K - $388K
|
59.7K
$6.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
SELL
|
- |
-453- 8.79% |
$49.9K - $50.1K
|
4.7K
$519K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
76+ 0.73% |
$8.36K - $8.4K
|
10.4K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.72K- 9.04% |
$409K - $411K
|
37.4K
$4.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-402- 5.86% |
$44.2K - $44.4K
|
6.45K
$712K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.6K+ 2.71% |
$1.38M - $1.39M
|
475K
$52.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.81K+ 17.21% |
$199K - $200K
|
12.3K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-725- 2.69% |
$79.8K - $80.1K
|
26.3K
$2.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.17K- 91.41% |
$129K - $129K
|
110
$12.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.98K+ 20.64% |
$548K - $550K
|
29.1K
$3.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
181New |
$19.9K - $20K
|
181
$20K
|
|