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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
2.95KNew |
$324K - $325K
|
2.95K
$325K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2.79KNew |
$307K - $308K
|
2.79K
$308K
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.4KNew |
$264K - $265K
|
2.4K
$265K
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.47K+ 68.04% |
$162K - $162K
|
3.64K
$401K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
957New |
$105K - $106K
|
957
$105K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
621New |
$68.3K - $68.5K
|
621
$68.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
108+ 29.83% |
$11.9K - $11.9K
|
470
$51.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
44New |
$4.84K - $4.85K
|
44
$4.85K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
23+ 1.27% |
$2.53K - $2.54K
|
1.84K
$202K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
17New |
$1.87K - $1.87K
|
17
$1.87K
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3+ 0.1% |
$330 - $331
|
3.06K
$338K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$110 - $110
|
1
$110
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
156KNew |
$17.1M - $17.2M
|
156K
$17.1M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
17.4KNew |
$1.92M - $1.92M
|
17.4K
$1.92M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.33KNew |
$367K - $367K
|
3.33K
$367K
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.96KNew |
$216K - $217K
|
1.96K
$216K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
569New |
$62.7K - $62.8K
|
569
$62.7K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
54New |
$5.95K - $5.96K
|
54
$5.95K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.67KNew |
$626K - $626K
|
5.67K
$625K
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.84KNew |
$313K - $313K
|
2.84K
$313K
|
|
|
Feb 04, 2022
Q4 2021
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
2.1KNew |
$232K - $232K
|
2.1K
$231K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
101New |
$11.1K - $11.2K
|
101
$11.1K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
8.03KNew |
$887K - $888K
|
8.03K
$885K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.69KNew |
$518K - $518K
|
4.69K
$516K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
882New |
$97.4K - $97.5K
|
882
$97.2K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
20.8KNew |
$2.3M - $2.3M
|
20.8K
$2.29M
|
|
|
Jul 12, 2021
Q2 2021
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
2.2KNew |
$243K - $243K
|
2.2K
$243K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
500+ 12.06% |
$55.2K - $55.3K
|
4.65K
$512K
|
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management
|
BUY
|
- |
23+ 2.15% |
$2.54K - $2.54K
|
1.09K
$120K
|
|
| Q1 2021 | |||||||
|
Apr 13, 2021
Q1 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
2.57KNew |
$284K - $284K
|
2.57K
$284K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
35New |
$3.87K - $3.87K
|
35
$3.86K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.26KNew |
$471K - $472K
|
4.26K
$470K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28.7K+ 47.44% |
$3.18M - $3.19M
|
89.3K
$9.85M
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
701New |
$77.6K - $77.8K
|
701
$77.3K
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
45.5KNew |
$5.02M - $5.03M
|
45.5K
$5.01M
|
|
| Q2 2019 | |||||||
|
Aug 21, 2019
Q2 2019
|
Keudell
|
BUY
|
- |
5.06KNew |
$558K - $560K
|
5.06K
$558K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$342K
|
|
| Q2 2018 | |||||||
|
Jul 10, 2018
Q2 2018
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.31% |
N/A
|
2.28K
$252K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
250KNew |
N/A
|
250K
$27.6M
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$110
|
|