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 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-7.43K- 32.92% |
$817K - $820K
|
15.1K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-210- 4.71% |
$23.1K - $23.2K
|
4.25K
$469K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
97+ 0.39% |
$10.7K - $10.7K
|
25.1K
$2.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
585+ 0.96% |
$64.4K - $64.6K
|
61.5K
$6.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
796+ 4.37% |
$87.6K - $88K
|
19K
$2.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
219+ 0.63% |
$24.1K - $24.2K
|
35K
$3.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.18K+ 168.83% |
$680K - $683K
|
9.84K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
16.3KNew |
$1.8M - $1.8M
|
16.3K
$1.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.69K- 28.78% |
$186K - $187K
|
4.19K
$462K
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
2.89K+ 4.62% |
$318K - $319K
|
65.4K
$7.21M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.56K- 4.32% |
$172K - $173K
|
34.6K
$3.81M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.08K- 15.99% |
$118K - $119K
|
5.65K
$624K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
111+ 1.07% |
$12.2K - $12.3K
|
10.5K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-37.5K- 92.08% |
$4.13M - $4.14M
|
3.23K
$356K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.52KNew |
$608K - $610K
|
5.52K
$609K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10- 0.44% |
$1.1K - $1.1K
|
2.25K
$248K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-8.28K- 5.07% |
$911K - $915K
|
155K
$17.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
16.4K+ 38.06% |
$1.81M - $1.82M
|
59.6K
$6.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
59+ 2.1% |
$6.49K - $6.52K
|
2.87K
$317K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4.01K- 38.84% |
$441K - $443K
|
6.32K
$697K
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-7.25K- 2.79% |
$798K - $801K
|
252K
$27.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-4.79K- 9.87% |
$528K - $530K
|
43.8K
$4.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.36K- 2.47% |
$149K - $150K
|
53.5K
$5.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.55K- 18.1% |
$171K - $171K
|
7.02K
$774K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-68.5K- 94.88% |
$7.54M - $7.57M
|
3.7K
$408K
|
|
|
Oct 29, 2025
Q3 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-5.44K- 2.58% |
$599K - $601K
|
205K
$22.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-6.71K- 7.0% |
$739K - $742K
|
89.2K
$9.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.73% |
$5.5K - $5.52K
|
6.77K
$746K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.1K+ 2.81% |
$4.53M - $4.54M
|
1.5M
$166M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-360- 1.1% |
$39.6K - $39.8K
|
32.4K
$3.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-468- 3.72% |
$51.5K - $51.7K
|
12.1K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-824- 6.48% |
$90.7K - $91K
|
11.9K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
26.6KNew |
$2.93M - $2.94M
|
26.6K
$2.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-4.27K- 50.26% |
$470K - $472K
|
4.23K
$466K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
159K+ 47.69% |
$17.5M - $17.6M
|
492K
$54.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
765+ 10.84% |
$84.2K - $84.5K
|
7.82K
$863K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-227- 8.28% |
$25K - $25.1K
|
2.52K
$277K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 32.08% |
$303K - $304K
|
5.83K
$642K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.86K- 99.78% |
$204K - $205K
|
4
$441
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.39K+ 41.37% |
$483K - $484K
|
15K
$1.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-168K- 34.93% |
$18.5M - $18.6M
|
313K
$34.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.72K+ 25.51% |
$299K - $300K
|
13.4K
$1.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-50- 1.36% |
$5.5K - $5.52K
|
3.63K
$400K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-10.7K- 28.45% |
$1.18M - $1.19M
|
27K
$2.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.62K+ 193.42% |
$508K - $510K
|
7K
$772K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14+ 0.52% |
$1.54K - $1.55K
|
2.69K
$296K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.45K+ 0.78% |
$160K - $161K
|
189K
$20.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.31K+ 3.22% |
$144K - $145K
|
42K
$4.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.81K+ 168.79% |
$419K - $421K
|
6.06K
$669K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-13.1K- 51.35% |
$1.44M - $1.45M
|
12.4K
$1.37M
|
|