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
Oct 18, 2024 Q3 2024
Key Client Fiduciary Advisors, LLC

BUY
 -
24
+ 1.29%
$2.64K - $2.66K
1.89K $208K
Oct 15, 2024 Q3 2024
Centerpoint Advisors, LLC

BUY
 -
23
New
$2.53K - $2.54K
23 $2.54K
Oct 18, 2024 Q3 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
5
New
$550 - $553
5 $551
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
2
New
$220 - $221
2 $221
Q2 2024
Jul 29, 2024 Q2 2024
Stelac Advisory Services LLC

New York, NY
BUY
 -
55.2K
New
$6.08M - $6.1M
55.2K $6.09M
Aug 13, 2024 Q2 2024
Argi Investment Services, LLC

BUY
 -
53.3K
New
$5.86M - $5.89M
53.3K $5.88M
Jul 19, 2024 Q2 2024
Nisa Investment Advisors, LLC

BUY
 -
42.9K
New
$4.72M - $4.74M
42.9K $4.73M
Aug 06, 2024 Q2 2024
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
28.1K
+ 191.4%
$3.09M - $3.1M
42.8K $4.72M
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
14.8K
+ 11.24%
$1.63M - $1.64M
147K $16.2M
Aug 08, 2024 Q2 2024
Navellier & Associates Inc

Reno, NV
BUY
 -
7.48K
New
$823K - $827K
7.48K $825K
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5.56K
New
$612K - $615K
5.56K $613K
Aug 13, 2024 Q2 2024
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
5K
New
$550K - $553K
5K $551K
Jul 23, 2024 Q2 2024
Vicus Capital

State College, PA
BUY
 -
3.09K
New
$340K - $342K
3.09K $341K
Aug 02, 2024 Q2 2024
Win Advisors, Inc

BUY
 -
2.15K
New
$237K - $238K
2.15K $238K
Jul 31, 2024 Q2 2024
Facet Wealth, Inc.

BUY
 -
2.01K
New
$221K - $222K
2.01K $222K
Aug 13, 2024 Q2 2024
Harvest Investment Services, LLC

BUY
 -
1.94K
New
$214K - $215K
1.94K $214K
Aug 14, 2024 Q2 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
1.89K
New
$207K - $208K
1.89K $208K
Jun 12, 2025 Q2 2024
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
1.84K
New
$202K - $203K
1.84K $203K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.68K
New
$185K - $186K
1.68K $185K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
386
New
$42.5K - $42.7K
386 $42.6K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
366
New
$40.3K - $40.4K
366 $40.4K
Jul 23, 2024 Q2 2024
Gyl Financial Synergies, LLC

BUY
 -
300
+ 1.58%
$33K - $33.2K
19.2K $2.12M
Aug 13, 2024 Q2 2024
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
233
New
$25.6K - $25.7K
233 $25.7K
Mar 11, 2025 Q2 2024
Private Capital Management LLC

BUY
 -
210
+ 3.52%
$23.1K - $23.2K
6.18K $682K
Aug 02, 2024 Q2 2024
Aveo Capital Partners, LLC

BUY
 -
133
+ 2.19%
$14.6K - $14.7K
6.21K $685K
Aug 12, 2024 Q2 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
107
+ 891.67%
$11.8K - $11.8K
119 $13.1K
Aug 08, 2024 Q2 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
104
+ 266.67%
$11.4K - $11.5K
143 $15.8K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
103
New
$11.3K - $11.4K
103 $11.4K
Aug 09, 2024 Q2 2024
Financial Life Advisors

BUY
 -
68
+ 2.81%
$7.48K - $7.51K
2.49K $275K
Jul 12, 2024 Q2 2024
Baldwin Brothers LLC

BUY
 -
55
New
$6.05K - $6.08K
55 $6.07K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
29
New
$3.19K - $3.2K
29 $3.2K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
24
New
$2.64K - $2.65K
24 $2.65K
Jul 17, 2024 Q2 2024
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
1
+ 0.83%
$110 - $111
122 $13.5K
Q1 2024
Sep 30, 2024 Q1 2024
Jarislowsky, Fraser LTD

BUY
 -
164K
+ 4664.67%
$18.1M - $18.1M
168K $18.5M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
72.8K
+ 247.16%
$8.01M - $8.05M
102K $11.3M
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
39.5K
+ 317.47%
$4.35M - $4.36M
51.9K $5.72M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
27.4K
+ 8.93%
$3.02M - $3.03M
334K $36.9M
May 13, 2024 Q1 2024
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
24.4K
New
$2.69M - $2.7M
24.4K $2.69M
May 10, 2024 Q1 2024
Spirepoint Private Client, LLC

Vero Beach, FL
BUY
 -
9.76K
New
$1.07M - $1.08M
9.76K $1.08M
Apr 22, 2024 Q1 2024
Eagle Strategies LLC

New York, NY
BUY
 -
9.26K
New
$1.02M - $1.02M
9.26K $1.02M
Apr 10, 2024 Q1 2024
Inscription Capital, LLC

Houston, TX
BUY
 -
5.84K
New
$643K - $645K
5.84K $644K
Apr 22, 2024 Q1 2024
Retireful, LLC

BUY
 -
5.56K
New
$612K - $615K
5.56K $613K
Apr 12, 2024 Q1 2024
Evanson Asset Management, LLC

BUY
 -
4.75K
New
$523K - $526K
4.75K $524K
Apr 12, 2024 Q1 2024
Tilia Fiduciary Partners, Inc.

BUY
 -
3.65K
New
$401K - $403K
3.65K $402K
May 07, 2024 Q1 2024
Sather Financial Group Inc

BUY
 -
3.42K
New
$377K - $378K
3.42K $378K
Apr 15, 2024 Q1 2024
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
2.98K
+ 24.76%
$328K - $329K
15K $1.65M
Apr 24, 2024 Q1 2024
Pinnacle Wealth Management Group, Inc.

BUY
 -
2.68K
New
$295K - $296K
2.68K $296K
Apr 10, 2024 Q1 2024
Wedmont Private Capital

BUY
 -
2.09K
New
$230K - $231K
2.09K $230K
May 15, 2024 Q1 2024
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
2.08K
New
$229K - $230K
2.08K $229K

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