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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
143K+ 19.76% |
$15.8M - $15.8M
|
868K
$95.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
134KNew |
$14.7M - $14.8M
|
134K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 2.07% |
$13.4M - $13.4M
|
5.97M
$659M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103K+ 32.08% |
$11.3M - $11.4M
|
424K
$46.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
83.8K+ 26.58% |
$9.22M - $9.26M
|
399K
$44M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.6K+ 12.47% |
$8.65M - $8.69M
|
709K
$78.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
76.5K+ 43.54% |
$8.42M - $8.45M
|
252K
$27.8M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
63.7K+ 24.35% |
$7.01M - $7.04M
|
325K
$35.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.6K+ 14.88% |
$6.89M - $6.92M
|
483K
$53.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
59.9K+ 169.94% |
$6.6M - $6.62M
|
95.2K
$10.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
59.6KNew |
$6.56M - $6.59M
|
59.6K
$6.58M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
54.3KNew |
$5.97M - $5.99M
|
54.3K
$5.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
47.8K+ 252.74% |
$5.26M - $5.28M
|
66.7K
$7.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
46.8K+ 15.15% |
$5.15M - $5.17M
|
356K
$39.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.9K+ 10.79% |
$5.06M - $5.08M
|
472K
$52M
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
41.5K+ 11.86% |
$4.57M - $4.58M
|
391K
$43.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
40.9K+ 207.04% |
$4.5M - $4.52M
|
60.6K
$6.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
36.4KNew |
$4.01M - $4.02M
|
36.4K
$4.01M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
35.3K+ 12.24% |
$3.88M - $3.9M
|
324K
$35.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
30.9K+ 102.18% |
$3.4M - $3.41M
|
61.1K
$6.74M
|
|
|
Nov 17, 2025
Q3 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$3.33M - $3.34M
|
30.2K
$3.33M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
28.8K+ 119.55% |
$3.18M - $3.19M
|
53K
$5.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
28.5K+ 16.57% |
$3.13M - $3.15M
|
200K
$22.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
25.3K+ 10.72% |
$2.79M - $2.8M
|
262K
$28.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
25KNew |
$2.75M - $2.77M
|
25K
$2.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
23.5K+ 3.61% |
$2.58M - $2.59M
|
674K
$74.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.6K+ 0.71% |
$2.49M - $2.5M
|
3.2M
$352M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
22.3K+ 3.76% |
$2.45M - $2.46M
|
615K
$67.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.9K+ 112.47% |
$2.41M - $2.42M
|
41.3K
$4.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
20.2K+ 7.73% |
$2.22M - $2.23M
|
282K
$31.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20K+ 19.25% |
$2.2M - $2.21M
|
124K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.3K+ 15.27% |
$2.12M - $2.13M
|
146K
$16.1M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.7K+ 47.58% |
$2.06M - $2.06M
|
58K
$6.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
18.6KNew |
$2.04M - $2.05M
|
18.6K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.7K+ 65.49% |
$1.95M - $1.96M
|
44.8K
$4.94M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17.6K+ 6.08% |
$1.94M - $1.95M
|
308K
$33.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
16.3KNew |
$1.8M - $1.8M
|
16.3K
$1.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
16K+ 57.36% |
$1.76M - $1.76M
|
43.8K
$4.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
15.7K+ 36.99% |
$1.72M - $1.73M
|
58K
$6.4M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
15.2K+ 3311.57% |
$1.67M - $1.68M
|
15.6K
$1.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
15K+ 8.82% |
$1.65M - $1.66M
|
185K
$20.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
14.9K+ 109.47% |
$1.65M - $1.65M
|
28.6K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.6K+ 104.63% |
$1.6M - $1.61M
|
28.5K
$3.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
14.2K+ 7.32% |
$1.57M - $1.57M
|
209K
$23M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
14K+ 4.87% |
$1.54M - $1.55M
|
302K
$33.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13.3K+ 5.46% |
$1.47M - $1.47M
|
257K
$28.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
12.7K+ 15.68% |
$1.4M - $1.4M
|
93.6K
$10.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.6K+ 2.71% |
$1.38M - $1.39M
|
475K
$52.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
12.3K+ 4.82% |
$1.35M - $1.36M
|
267K
$29.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.3K+ 4.7% |
$1.35M - $1.36M
|
274K
$30.2M
|
|