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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.9KNew |
$209K - $210K
|
1.9K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.19KNew |
$131K - $131K
|
1.19K
$131K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.14K+ 44.55% |
$126K - $126K
|
3.71K
$409K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 110.5% |
$110K - $111K
|
1.91K
$210K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
497New |
$54.7K - $55K
|
497
$54.8K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
407+ 7.39% |
$44.8K - $45K
|
5.92K
$652K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
397+ 330.83% |
$43.7K - $43.9K
|
517
$57K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
214+ 737.93% |
$23.6K - $23.7K
|
243
$26.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
113+ 3.34% |
$12.4K - $12.5K
|
3.5K
$385K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
50New |
$5.51K - $5.53K
|
50
$5.51K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 102.38% |
$4.73K - $4.75K
|
85
$9.37K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
38New |
$4.18K - $4.2K
|
38
$4.19K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17New |
$1.87K - $1.88K
|
17
$1.87K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10New |
$1.1K - $1.11K
|
10
$1.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
7New |
$771 - $774
|
7
$772
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
95.3KNew |
$10.5M - $10.5M
|
95.3K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
73.8K+ 344.23% |
$8.11M - $8.17M
|
95.3K
$10.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
60.6KNew |
$6.66M - $6.7M
|
60.6K
$6.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
53.5K+ 236.57% |
$5.87M - $5.91M
|
76.1K
$8.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
29.2K+ 102.4% |
$3.21M - $3.23M
|
57.8K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
24.5KNew |
$2.69M - $2.71M
|
24.5K
$2.7M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14.5KNew |
$1.6M - $1.61M
|
14.5K
$1.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
9KNew |
$989K - $995K
|
9K
$993K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
8.1KNew |
$890K - $896K
|
8.1K
$893K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
7.23K+ 125.13% |
$794K - $799K
|
13K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7KNew |
$769K - $774K
|
7K
$772K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.81K+ 264.77% |
$748K - $753K
|
9.38K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.61KNew |
$616K - $620K
|
5.61K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.28KNew |
$581K - $584K
|
5.28K
$583K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.79KNew |
$526K - $530K
|
4.79K
$529K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
4.2KNew |
$461K - $464K
|
4.2K
$463K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.39KNew |
$373K - $375K
|
3.39K
$374K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.26KNew |
$358K - $360K
|
3.26K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.09KNew |
$340K - $342K
|
3.09K
$341K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.92KNew |
$321K - $323K
|
2.92K
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.56KNew |
$281K - $283K
|
2.56K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.45KNew |
$269K - $271K
|
2.45K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.42KNew |
$266K - $267K
|
2.42K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.26KNew |
$248K - $250K
|
2.26K
$249K
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.09KNew |
$230K - $231K
|
2.09K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.96KNew |
$216K - $217K
|
1.96K
$216K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.93KNew |
$212K - $214K
|
1.93K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.9KNew |
$209K - $210K
|
1.9K
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
582New |
$63.9K - $64.4K
|
582
$64.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
452New |
$49.7K - $50K
|
452
$49.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
450+ 7.53% |
$49.4K - $49.8K
|
6.42K
$708K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
408New |
$44.8K - $45.1K
|
408
$45K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
392New |
$43.1K - $43.4K
|
392
$43.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
297+ 1.65% |
$32.6K - $32.8K
|
18.2K
$2.01M
|
|