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 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
|
Financial Management Network Inc
|
BUY
|
- |
2.61K+ 5.27% |
$287K - $289K
|
52.1K
$5.75M
|
|
|
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
|
Procyon Advisors, LLC
|
BUY
|
- |
56KNew |
$6.17M - $6.19M
|
56K
$6.18M
|
|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.68KNew |
$516K - $518K
|
4.68K
$517K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
660+ 4.94% |
$72.6K - $72.9K
|
14K
$1.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-28.3K- 25.59% |
$3.12M - $3.13M
|
82.4K
$9.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-279- 4.22% |
$30.7K - $30.8K
|
6.34K
$699K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 0.15% |
$550 - $552
|
3.3K
$364K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.89K+ 40.9% |
$978K - $982K
|
30.6K
$3.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
16K+ 57.36% |
$1.76M - $1.76M
|
43.8K
$4.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-14.8K- 79.26% |
$1.63M - $1.64M
|
3.88K
$427K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-230- 1.21% |
$25.3K - $25.4K
|
18.8K
$2.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
574+ 1.44% |
$63.2K - $63.4K
|
40.4K
$4.46M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
15.2K+ 3311.57% |
$1.67M - $1.68M
|
15.6K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.78K+ 16.2% |
$306K - $307K
|
19.9K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.04K+ 7.55% |
$114K - $114K
|
14.8K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
76+ 0.17% |
$8.36K - $8.4K
|
44.4K
$4.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.9K+ 112.47% |
$2.41M - $2.42M
|
41.3K
$4.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
20+ 1.08% |
$2.2K - $2.21K
|
1.88K
$207K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-10.6K- 24.85% |
$1.16M - $1.17M
|
31.9K
$3.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-12.4K- 66.38% |
$1.36M - $1.37M
|
6.27K
$691K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
76.5K+ 43.54% |
$8.42M - $8.45M
|
252K
$27.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.36K- 5.96% |
$149K - $150K
|
21.4K
$2.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
12.7K+ 15.68% |
$1.4M - $1.4M
|
93.6K
$10.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.52K- 7.93% |
$168K - $168K
|
17.7K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-100- 1.47% |
$11K - $11K
|
6.69K
$737K
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-590- 24.53% |
$64.9K - $65.2K
|
1.82K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-9.25K- 11.74% |
$1.02M - $1.02M
|
69.6K
$7.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-19.6K- 28.73% |
$2.15M - $2.16M
|
48.5K
$5.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2.28KNew |
$251K - $252K
|
2.28K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
52+ 1.33% |
$5.72K - $5.75K
|
3.98K
$439K
|
|