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
Feb 14, 2025 Q4 2024
Napa Wealth Management

Napa, CA
BUY
 -
302
+ 4.27%
$33.2K - $33.4K
7.37K $813K
Feb 28, 2025 Q4 2024
Menard Financial Group LLC

Houston, TX
BUY
 -
223
New
$24.5K - $24.7K
223 $24.6K
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
145
New
$15.9K - $16K
145 $16K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
116
New
$12.8K - $12.8K
116 $12.8K
Feb 05, 2025 Q4 2024
Providence First Trust CO

BUY
 -
100
New
$11K - $11.1K
100 $11K
Feb 05, 2025 Q4 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
89
+ 2.74%
$9.78K - $9.84K
3.34K $368K
Feb 13, 2025 Q4 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
70
New
$7.69K - $7.74K
70 $7.72K
Feb 14, 2025 Q4 2024
Pacific Financial Group Inc

BUY
 -
58
+ 2.65%
$6.38K - $6.41K
2.25K $248K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
57
New
$6.27K - $6.3K
57 $6.29K
Jan 28, 2025 Q4 2024
Stephens Inc

BUY
 -
45
+ 1.44%
$4.95K - $4.98K
3.16K $349K
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
38
+ 1.7%
$4.18K - $4.2K
2.27K $250K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
35
New
$3.85K - $3.87K
35 $3.86K
Aug 08, 2025 Q4 2024
Holos Integrated Wealth LLC

Kennett Square, PA
BUY
 -
24
New
$2.64K - $2.65K
24 $2.65K
Mar 07, 2025 Q4 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
21
New
$2.31K - $2.32K
21 $2.32K
Feb 13, 2025 Q4 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
15
+ 0.78%
$1.65K - $1.66K
1.93K $213K
Feb 13, 2025 Q4 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
2
+ 0.44%
$220 - $221
456 $50.3K
Q3 2024
Nov 08, 2024 Q3 2024
B&D White Capital Company, LLC

BUY
 -
70K
New
$7.7M - $7.74M
70K $7.72M
Nov 14, 2024 Q3 2024
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
66.7K
+ 13.9%
$7.34M - $7.38M
547K $60.3M
Oct 30, 2024 Q3 2024
Divergent Wealth Advisors

BUY
 -
60.6K
+ 5.53%
$6.67M - $6.71M
1.16M $128M
Nov 12, 2024 Q3 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
27.8K
New
$3.06M - $3.08M
27.8K $3.07M
Oct 15, 2024 Q3 2024
Independent Wealth Network Inc.

BUY
 -
23.6K
New
$2.59M - $2.61M
23.6K $2.6M
Oct 24, 2024 Q3 2024
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
19.8K
New
$2.18M - $2.19M
19.8K $2.19M
Oct 08, 2024 Q3 2024
Syntrinsic LLC

Denver, CO
BUY
 -
16.8K
New
$1.85M - $1.86M
16.8K $1.85M
Nov 13, 2024 Q3 2024
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
10.2K
+ 8.76%
$1.12M - $1.13M
126K $13.9M
Nov 14, 2024 Q3 2024
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
7.23K
New
$796K - $800K
7.23K $798K
Oct 16, 2024 Q3 2024
G&S Capital LLC

BUY
 -
5.84K
New
$643K - $646K
5.84K $644K
Nov 08, 2024 Q3 2024
Mas Advisors LLC

Miami, FL
BUY
 -
4.53K
+ 99.85%
$498K - $501K
9.06K $999K
Nov 08, 2024 Q3 2024
Commerce Bank

Kansas City, MO
BUY
 -
2.05K
New
$226K - $227K
2.05K $226K
Nov 13, 2024 Q3 2024
Cito Capital Group, LLC

Miami, FL
BUY
 -
2K
+ 57.14%
$220K - $221K
5.5K $607K
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
1.97K
New
$217K - $218K
1.97K $218K
Oct 21, 2024 Q3 2024
Gfg Capital, LLC

BUY
 -
1.85K
New
$204K - $205K
1.85K $204K
Oct 16, 2024 Q3 2024
Teamwork Financial Advisors, LLC

BUY
 -
1.75K
+ 43.9%
$192K - $193K
5.72K $631K
Oct 21, 2024 Q3 2024
Precision Wealth Strategies, LLC

BUY
 -
1.02K
+ 8.17%
$113K - $113K
13.5K $1.49M
Oct 11, 2024 Q3 2024
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
719
+ 17.89%
$79.1K - $79.5K
4.74K $522K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
454
New
$50K - $50.2K
454 $50.1K
Oct 01, 2024 Q3 2024
Bridge Advisory, LLC

BUY
 -
447
+ 0.37%
$49.2K - $49.5K
121K $13.3M
Nov 07, 2024 Q3 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
433
New
$47.7K - $47.9K
433 $47.8K
Nov 14, 2024 Q3 2024
Alera Investment Advisors, LLC

BUY
 -
365
+ 9.53%
$40.2K - $40.4K
4.2K $463K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
251
+ 4.21%
$27.6K - $27.8K
6.22K $686K
Nov 05, 2024 Q3 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
226
+ 24.94%
$24.9K - $25K
1.13K $125K
Oct 29, 2024 Q3 2024
Gps Wealth Strategies Group, LLC

BUY
 -
205
New
$22.6K - $22.7K
205 $22.6K
Oct 15, 2024 Q3 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
91
New
$10K - $10.1K
91 $10K
Nov 07, 2024 Q3 2024
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
83
+ 4.31%
$9.13K - $9.18K
2.01K $221K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
66
New
$7.26K - $7.3K
66 $7.28K
Nov 13, 2024 Q3 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
54
New
$5.94K - $5.97K
54 $5.96K
Oct 15, 2024 Q3 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
54
+ 32.93%
$5.94K - $5.97K
218 $24K
Oct 04, 2024 Q3 2024
Lwmg, LLC

Lake Elmo, MN
BUY
 -
49
+ 1.31%
$5.39K - $5.42K
3.79K $418K
Nov 13, 2024 Q3 2024
Hantz Financial Services, Inc.

BUY
 -
43
New
$4.73K - $4.76K
43 $4.74K
Nov 13, 2024 Q3 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
29
New
$3.19K - $3.21K
29 $3.2K

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