Latest Institutional Purchases of Ishares Tr (SHV)
This list provides information on the latest institutional transactions involving Ishares Tr (SHV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127K+ 8.43% |
$14M - $14M
|
1.63M
$180M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
60.9K+ 381.47% |
$6.71M - $6.73M
|
76.8K
$8.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
54.7K+ 52.94% |
$6.03M - $6.05M
|
158K
$17.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
35.8KNew |
$3.94M - $3.96M
|
35.8K
$3.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
33K+ 2084.73% |
$3.64M - $3.65M
|
34.6K
$3.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
16.9K+ 28.38% |
$1.86M - $1.87M
|
76.6K
$8.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
13.6K+ 25.05% |
$1.49M - $1.5M
|
67.8K
$7.47M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6K+ 78.72% |
$1.28M - $1.28M
|
26.4K
$2.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.79K+ 155.74% |
$1.08M - $1.08M
|
16.1K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.27K+ 131.64% |
$801K - $803K
|
12.8K
$1.41M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.14K+ 12.46% |
$566K - $568K
|
46.4K
$5.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.63K+ 84.11% |
$399K - $401K
|
7.94K
$875K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$359K - $360K
|
3.26K
$360K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.08KNew |
$339K - $340K
|
3.08K
$340K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.85K+ 35.75% |
$314K - $315K
|
10.8K
$1.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.27K+ 18.7% |
$250K - $251K
|
14.4K
$1.59M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.09K+ 13.38% |
$231K - $231K
|
17.7K
$1.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.03KNew |
$223K - $224K
|
2.03K
$223K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 3.42% |
$221K - $221K
|
60.6K
$6.68M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.45K+ 31.02% |
$160K - $161K
|
6.14K
$677K
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
951+ 0.59% |
$105K - $105K
|
162K
$17.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
175+ 5.69% |
$19.3K - $19.3K
|
3.25K
$358K
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
124+ 0.93% |
$13.7K - $13.7K
|
13.4K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
113+ 1.28% |
$12.4K - $12.5K
|
8.96K
$988K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
56+ 3.57% |
$6.17K - $6.19K
|
1.62K
$179K
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
35New |
$3.86K - $3.87K
|
35
$3.86K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
26+ 1.34% |
$2.86K - $2.87K
|
1.96K
$217K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.64M+ 191.56% |
$181M - $181M
|
2.5M
$276M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
931K+ 20.36% |
$102M - $103M
|
5.5M
$607M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
430K+ 19.99% |
$47.4M - $47.6M
|
2.58M
$285M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
219K+ 11.32% |
$24.1M - $24.2M
|
2.15M
$238M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
178K+ 9.98% |
$19.6M - $19.7M
|
1.96M
$216M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
159K+ 47.69% |
$17.5M - $17.6M
|
492K
$54.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
143K+ 19.76% |
$15.8M - $15.8M
|
868K
$95.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
136KNew |
$15M - $15M
|
136K
$15M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
134KNew |
$14.7M - $14.8M
|
134K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 2.07% |
$13.4M - $13.4M
|
5.97M
$659M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103K+ 32.08% |
$11.3M - $11.4M
|
424K
$46.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
83.8K+ 26.58% |
$9.22M - $9.26M
|
399K
$44M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.6K+ 12.47% |
$8.65M - $8.69M
|
709K
$78.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
76.5K+ 43.54% |
$8.42M - $8.45M
|
252K
$27.8M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
63.7K+ 24.35% |
$7.01M - $7.04M
|
325K
$35.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.6K+ 14.88% |
$6.89M - $6.92M
|
483K
$53.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
59.9K+ 169.94% |
$6.6M - $6.62M
|
95.2K
$10.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
59.6KNew |
$6.56M - $6.59M
|
59.6K
$6.58M
|
|
|
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 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
47.8K+ 252.74% |
$5.26M - $5.28M
|
66.7K
$7.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
46.8K+ 15.15% |
$5.15M - $5.17M
|
356K
$39.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.9K+ 10.79% |
$5.06M - $5.08M
|
472K
$52M
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
41.5K+ 11.86% |
$4.57M - $4.58M
|
391K
$43.2M
|
|