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 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.8K+ 13.79% |
$528K - $530K
|
39.6K
$4.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.68KNew |
$516K - $518K
|
4.68K
$517K
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.62K+ 193.42% |
$508K - $510K
|
7K
$772K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.58K+ 20795.45% |
$504K - $505K
|
4.6K
$507K
|
|
|
Nov 07, 2025
Q3 2025
|
United Bank
Vienna, VA |
BUY
|
- |
4.53K+ 8.62% |
$498K - $500K
|
57.1K
$6.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.41K+ 103.21% |
$485K - $487K
|
8.68K
$957K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.39K+ 41.37% |
$483K - $484K
|
15K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.35K+ 49.07% |
$479K - $481K
|
13.2K
$1.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
4.33K+ 0.96% |
$477K - $479K
|
454K
$50.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.3K+ 2.3% |
$473K - $475K
|
191K
$21M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.27K+ 56.26% |
$470K - $472K
|
11.9K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.88K+ 52.88% |
$426K - $428K
|
11.2K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.82K+ 21.22% |
$421K - $422K
|
21.8K
$2.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.81K+ 168.79% |
$419K - $421K
|
6.06K
$669K
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.77K+ 7.12% |
$415K - $417K
|
56.7K
$6.25M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
3.74KNew |
$412K - $414K
|
3.74K
$413K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.73K+ 8.52% |
$411K - $412K
|
47.5K
$5.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Management Associates Inc
|
BUY
|
- |
3.72K+ 17.01% |
$410K - $411K
|
25.6K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.72K+ 73.89% |
$409K - $411K
|
8.75K
$965K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.71K+ 20.7% |
$408K - $410K
|
21.6K
$2.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.69K+ 14.0% |
$406K - $407K
|
30K
$3.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.67K+ 5.21% |
$403K - $405K
|
74K
$8.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.64K+ 4.67% |
$401K - $402K
|
81.5K
$8.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.64K+ 1.72% |
$400K - $402K
|
215K
$23.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.63K+ 124.86% |
$400K - $401K
|
6.54K
$721K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.59K+ 15.06% |
$395K - $396K
|
27.4K
$3.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.5K+ 9.17% |
$385K - $387K
|
41.6K
$4.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.48K+ 1.28% |
$383K - $384K
|
276K
$30.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.4K+ 4.71% |
$374K - $376K
|
75.7K
$8.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.3K+ 16.34% |
$364K - $365K
|
23.5K
$2.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.29K+ 2.17% |
$362K - $363K
|
155K
$17.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
BUY
|
- |
3.26K+ 28.26% |
$358K - $360K
|
14.8K
$1.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.21K+ 3.85% |
$353K - $355K
|
86.6K
$9.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.92K+ 8.05% |
$322K - $323K
|
39.2K
$4.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
2.89K+ 4.62% |
$318K - $319K
|
65.4K
$7.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.85K+ 4.65% |
$313K - $315K
|
64.1K
$7.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.8KNew |
$308K - $309K
|
2.8K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
2.8KNew |
$308K - $309K
|
2.8K
$309K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.78K+ 16.2% |
$306K - $307K
|
19.9K
$2.2M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.75K+ 11.08% |
$302K - $304K
|
27.5K
$3.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.72K+ 25.51% |
$299K - $300K
|
13.4K
$1.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
2.61K+ 5.27% |
$287K - $289K
|
52.1K
$5.75M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.57K+ 6.65% |
$283K - $284K
|
41.3K
$4.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.55K+ 6209.76% |
$280K - $281K
|
2.59K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.4K+ 1.44% |
$264K - $265K
|
169K
$18.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.38KNew |
$262K - $263K
|
2.38K
$262K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.36KNew |
$260K - $261K
|
2.36K
$260K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.32KNew |
$255K - $256K
|
2.32K
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2.28KNew |
$251K - $252K
|
2.28K
$251K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.26K+ 40.26% |
$249K - $250K
|
7.87K
$868K
|
|