Latest Institutional Purchases of Ishares Tr (SHV)

SHV Quotes by TradingView

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
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
 -
136K
New
$15M - $15M
136K $15M
Nov 13, 2025 Q3 2025
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
134K
New
$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
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
 -
59.6K
New
$6.56M - $6.59M
59.6K $6.58M
Oct 27, 2025 Q3 2025
Procyon Advisors, LLC

BUY
 -
56K
New
$6.17M - $6.19M
56K $6.18M
Nov 05, 2025 Q3 2025
New York Life Investment Management LLC

New York, NY
BUY
 -
54.3K
New
$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
Oct 29, 2025 Q3 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
41.1K
+ 2.81%
$4.53M - $4.54M
1.5M $166M
Oct 06, 2025 Q3 2025
Trust CO

BUY
 -
41K
+ 5.67%
$4.51M - $4.53M
764K $84.3M
Nov 06, 2025 Q3 2025
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
40.9K
+ 207.04%
$4.5M - $4.52M
60.6K $6.69M
Nov 05, 2025 Q3 2025
Aegis Wealth Management LLC

Bethesda, MD
BUY
 -
40.3K
+ 141.77%
$4.44M - $4.46M
68.8K $7.59M
Oct 20, 2025 Q3 2025
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
36.4K
New
$4.01M - $4.02M
36.4K $4.01M
Nov 13, 2025 Q3 2025
White Lighthouse Investment Management Inc.

BUY
 -
35.3K
+ 12.24%
$3.88M - $3.9M
324K $35.7M
Nov 07, 2025 Q3 2025
Burling Wealth Partners, LLC

Chicago, IL
BUY
 -
30.9K
+ 102.18%
$3.4M - $3.41M
61.1K $6.74M
Nov 17, 2025 Q3 2025
Kdt Advisors, LLC

New York, NY
BUY
 -
30.2K
New
$3.33M - $3.34M
30.2K $3.33M
Dec 02, 2025 Q3 2025
Ifp Advisors, Inc

BUY
 -
28.8K
+ 119.55%
$3.18M - $3.19M
53K $5.84M
Nov 04, 2025 Q3 2025
Lee Financial CO

Dallas, TX
BUY
 -
28.5K
+ 16.57%
$3.13M - $3.15M
200K $22.1M
Oct 29, 2025 Q3 2025
Professional Advisory Services Inc

BUY
 -
26.6K
New
$2.93M - $2.94M
26.6K $2.93M
Nov 12, 2025 Q3 2025
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
25.3K
+ 10.72%
$2.79M - $2.8M
262K $28.8M
Nov 10, 2025 Q3 2025
Dover Advisors, LLC

Richmond, VA
BUY
 -
25K
New
$2.75M - $2.77M
25K $2.76M
Nov 06, 2025 Q3 2025
Assetmark, Inc

BUY
 -
23.5K
+ 3.61%
$2.58M - $2.59M
674K $74.3M
Nov 14, 2025 Q3 2025
Bank Of America Corp

Charlotte, NC
BUY
 -
22.6K
+ 0.71%
$2.49M - $2.5M
3.2M $352M
Oct 21, 2025 Q3 2025
Townsend & Associates, Inc

BUY
 -
22.3K
+ 3.76%
$2.45M - $2.46M
615K $67.8M
Oct 23, 2025 Q3 2025
Hb Wealth Management, LLC

BUY
 -
21.9K
+ 112.47%
$2.41M - $2.42M
41.3K $4.55M
Nov 05, 2025 Q3 2025
Concord Wealth Partners

BUY
 -
20.2K
+ 7.73%
$2.22M - $2.23M
282K $31.1M
Oct 09, 2025 Q3 2025
Whalen Wealth Management Inc.

Las Vegas, NV
BUY
 -
20K
+ 19.25%
$2.2M - $2.21M
124K $13.7M
Nov 14, 2025 Q3 2025
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
19.3K
+ 15.27%
$2.12M - $2.13M
146K $16.1M
Nov 13, 2025 Q3 2025
Camden Capital, LLC

BUY
 -
18.6K
New
$2.04M - $2.05M
18.6K $2.05M
Nov 14, 2025 Q3 2025
Equitable Holdings, Inc.

New York, NY
BUY
 -
17.7K
+ 65.49%
$1.95M - $1.96M
44.8K $4.94M
Nov 18, 2025 Q3 2025
Advisory Services Network, LLC

BUY
 -
17.6K
+ 6.08%
$1.94M - $1.95M
308K $33.9M
Oct 30, 2025 Q3 2025
Cva Family Office, LLC

BUY
 -
16.4K
+ 38.06%
$1.81M - $1.82M
59.6K $6.58M
Oct 31, 2025 Q3 2025
Patten & Patten Inc

BUY
 -
16.3K
New
$1.8M - $1.8M
16.3K $1.8M
Oct 22, 2025 Q3 2025
Cwa Asset Management Group, LLC

BUY
 -
16K
New
$1.76M - $1.76M
16K $1.76M

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