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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.6K+ 102.27% |
$1.27M - $1.28M
|
22.9K
$2.53M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.3KNew |
$1.24M - $1.25M
|
11.3K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.86K+ 21.64% |
$1.08M - $1.09M
|
55.4K
$6.12M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
7.27K+ 108.16% |
$800K - $804K
|
14K
$1.55M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6.02KNew |
$661K - $665K
|
6.02K
$664K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.54KNew |
$499K - $501K
|
4.54K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.94KNew |
$433K - $435K
|
3.94K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
3.63KNew |
$400K - $402K
|
3.63K
$401K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.43KNew |
$377K - $378K
|
3.43K
$378K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.2K+ 130.73% |
$351K - $353K
|
5.64K
$623K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.08KNew |
$338K - $340K
|
3.08K
$340K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.03KNew |
$333K - $335K
|
3.03K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.79KNew |
$307K - $309K
|
2.79K
$308K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.69K+ 48.87% |
$296K - $298K
|
8.21K
$906K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.35KNew |
$259K - $260K
|
2.35K
$260K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.21KNew |
$243K - $244K
|
2.21K
$244K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.96KNew |
$216K - $217K
|
1.96K
$217K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.82KNew |
$200K - $201K
|
1.82K
$201K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.11K+ 44.19% |
$122K - $123K
|
3.62K
$400K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
845+ 20.91% |
$92.9K - $93.4K
|
4.89K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
453New |
$49.8K - $50.1K
|
453
$50K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
275+ 12.87% |
$30.2K - $30.4K
|
2.41K
$266K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
167+ 5.57% |
$18.4K - $18.5K
|
3.16K
$349K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
129New |
$14.2K - $14.3K
|
129
$14.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
56New |
$6.16K - $6.19K
|
56
$6.19K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.47% |
$550 - $553
|
1.07K
$118K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1New |
$110 - $111
|
1
$110
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
273KNew |
$30M - $30.1M
|
273K
$30.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
30K+ 20.0% |
$3.29M - $3.3M
|
180K
$19.9M
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
15.7KNew |
$1.73M - $1.73M
|
15.7K
$1.74M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
7.55KNew |
$829K - $832K
|
7.55K
$834K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
6.1KNew |
$669K - $672K
|
6.1K
$674K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.89KNew |
$646K - $648K
|
5.89K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
5.74KNew |
$630K - $632K
|
5.74K
$634K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
4.9KNew |
$538K - $539K
|
4.9K
$541K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
4.04K+ 44.99% |
$444K - $445K
|
13K
$1.44M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.88KNew |
$426K - $427K
|
3.88K
$429K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.78KNew |
$415K - $417K
|
3.78K
$418K
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
3.26KNew |
$358K - $359K
|
3.26K
$360K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.06KNew |
$336K - $337K
|
3.06K
$338K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.57KNew |
$282K - $283K
|
2.57K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.48K+ 95.69% |
$273K - $273K
|
5.08K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.8K+ 450.0% |
$198K - $198K
|
2.2K
$243K
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.36K+ 25.15% |
$149K - $149K
|
6.75K
$746K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.11KNew |
$121K - $122K
|
1.11K
$122K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
706New |
$77.5K - $77.7K
|
706
$78K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
560New |
$61.5K - $61.7K
|
560
$61.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
250New |
$27.4K - $27.5K
|
250
$27.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
238+ 0.95% |
$26.1K - $26.2K
|
25.2K
$2.79M
|
|