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 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
2.17K+ 4.93% |
$239K - $240K
|
46.1K
$5.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.15KNew |
$236K - $237K
|
2.15K
$237K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.14K+ 31.39% |
$236K - $237K
|
8.97K
$989K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.13KNew |
$235K - $236K
|
2.13K
$235K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.1K+ 15.97% |
$231K - $232K
|
15.2K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.06K+ 1.55% |
$227K - $228K
|
135K
$14.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 1.32% |
$224K - $225K
|
156K
$17.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.01K+ 6.78% |
$221K - $222K
|
31.6K
$3.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.97K+ 11.73% |
$217K - $218K
|
18.8K
$2.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.9K+ 6.47% |
$209K - $210K
|
31.3K
$3.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.89KNew |
$208K - $209K
|
1.89K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.87K+ 46.18% |
$206K - $206K
|
5.91K
$652K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.85K+ 10.08% |
$204K - $205K
|
20.2K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.81K+ 17.21% |
$199K - $200K
|
12.3K
$1.36M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.79K+ 40.31% |
$197K - $198K
|
6.25K
$689K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.78K+ 23.24% |
$196K - $197K
|
9.45K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 40.19% |
$190K - $190K
|
6.01K
$663K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.66K+ 5.71% |
$183K - $183K
|
30.7K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
1.64K+ 13.06% |
$180K - $181K
|
14.2K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.48K+ 8.38% |
$162K - $163K
|
19.1K
$2.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.45K+ 0.78% |
$160K - $161K
|
189K
$20.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.45K+ 7.91% |
$159K - $160K
|
19.7K
$2.18M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.39K+ 18.51% |
$153K - $154K
|
8.92K
$984K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.31K+ 3.22% |
$144K - $145K
|
42K
$4.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1.21K+ 3.4% |
$133K - $134K
|
36.8K
$4.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.17K+ 8.74% |
$129K - $129K
|
14.6K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.16K+ 7.47% |
$128K - $128K
|
16.7K
$1.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.13K+ 4.0% |
$124K - $125K
|
29.4K
$3.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1.12K+ 69.46% |
$123K - $124K
|
2.73K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.11K+ 23.69% |
$122K - $123K
|
5.81K
$640K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.07K+ 5.95% |
$117K - $118K
|
19K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.04K+ 7.55% |
$114K - $114K
|
14.8K
$1.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
903+ 31.64% |
$99.4K - $99.8K
|
3.76K
$414K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
899+ 2.57% |
$98.9K - $99.3K
|
35.9K
$3.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
882+ 16.04% |
$97.1K - $97.5K
|
6.38K
$704K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
865New |
$95.2K - $95.6K
|
865
$95.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
811+ 10.93% |
$89.3K - $89.6K
|
8.23K
$908K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
803+ 20.77% |
$88.4K - $88.7K
|
4.67K
$515K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
796+ 4.37% |
$87.6K - $88K
|
19K
$2.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
785+ 8.83% |
$86.4K - $86.7K
|
9.67K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
785+ 9.6% |
$86.4K - $86.7K
|
8.97K
$989K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
767+ 2.51% |
$84.4K - $84.7K
|
31.3K
$3.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
765+ 10.84% |
$84.2K - $84.5K
|
7.82K
$863K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
744+ 4.24% |
$81.9K - $82.2K
|
18.3K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
672+ 1.19% |
$74K - $74.2K
|
57.2K
$6.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
660+ 4.94% |
$72.6K - $72.9K
|
14K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
654+ 4.24% |
$72K - $72.3K
|
16.1K
$1.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
630+ 3.9% |
$69.3K - $69.6K
|
16.8K
$1.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
624+ 20.8% |
$68.7K - $68.9K
|
3.62K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
611+ 8.09% |
$67.2K - $67.5K
|
8.16K
$900K
|
|