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 |
|---|---|---|---|---|---|---|---|
|
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
|
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
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-919- 9.45% |
$101K - $102K
|
8.8K
$971K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-3.5K- 4.04% |
$385K - $387K
|
83.1K
$9.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-565- 6.02% |
$62.2K - $62.4K
|
8.82K
$973K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$1.35M - $1.35M
|
12.2K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-525- 4.33% |
$57.8K - $58K
|
11.6K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
15.7K+ 36.99% |
$1.72M - $1.73M
|
58K
$6.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-110- 1.69% |
$12.1K - $12.2K
|
6.38K
$704K
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-803- 16.69% |
$88.4K - $88.7K
|
4.01K
$442K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
19+ 3.08% |
$2.09K - $2.1K
|
636
$70.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28K- 11.45% |
$3.08M - $3.09M
|
217K
$23.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-726- 1.26% |
$79.9K - $80.2K
|
56.8K
$6.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
SELL
|
- |
-2.19K- 7.67% |
$241K - $242K
|
26.3K
$2.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-475- 4.84% |
$52.3K - $52.5K
|
9.34K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
23+ 0.44% |
$2.53K - $2.54K
|
5.26K
$580K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-41.7K- 47.12% |
$4.59M - $4.6M
|
46.8K
$5.16M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-14.6K- 13.32% |
$1.6M - $1.61M
|
94.7K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-452- 11.58% |
$49.7K - $49.9K
|
3.45K
$381K
|
|
|
Oct 27, 2025
Q3 2025
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-1K- 0.93% |
$110K - $110K
|
107K
$11.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.19% |
$1.54K - $1.55K
|
7.42K
$818K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-454- 2.34% |
$50K - $50.2K
|
18.9K
$2.09M
|
|