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
|
Gould Capital, LLC
|
BUY
|
- |
585+ 1.69% |
$64.4K - $64.6K
|
35.2K
$3.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
585+ 0.96% |
$64.4K - $64.6K
|
61.5K
$6.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
582+ 26.01% |
$64.1K - $64.3K
|
2.82K
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
578+ 0.84% |
$63.6K - $63.9K
|
69.7K
$7.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
574+ 1.44% |
$63.2K - $63.4K
|
40.4K
$4.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500+ 2.46% |
$55K - $55.2K
|
20.8K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
479+ 26.26% |
$52.7K - $52.9K
|
2.3K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
453New |
$49.9K - $50.1K
|
453
$50K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
449+ 7.69% |
$49.4K - $49.6K
|
6.29K
$693K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
426+ 23.5% |
$46.9K - $47.1K
|
2.24K
$247K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
417+ 1.08% |
$45.9K - $46.1K
|
39.2K
$4.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
402+ 355.75% |
$44.2K - $44.4K
|
515
$56.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
332+ 2.81% |
$36.5K - $36.7K
|
12.2K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
302+ 3.44% |
$33.2K - $33.4K
|
9.08K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
250+ 1.47% |
$27.5K - $27.6K
|
17.2K
$1.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
246+ 0.74% |
$27.1K - $27.2K
|
33.6K
$3.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
235New |
$25.9K - $26K
|
235
$25.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
220+ 7.17% |
$24.2K - $24.3K
|
3.29K
$363K
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
219+ 0.63% |
$24.1K - $24.2K
|
35K
$3.86M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
201+ 3.27% |
$22.1K - $22.2K
|
6.34K
$699K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
201+ 1.44% |
$22.1K - $22.2K
|
14.1K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
198New |
$21.8K - $21.9K
|
198
$21.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
181New |
$19.9K - $20K
|
181
$20K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
160+ 0.3% |
$17.6K - $17.7K
|
52.9K
$5.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
147+ 1.54% |
$16.2K - $16.2K
|
9.68K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
145+ 6.67% |
$16K - $16K
|
2.32K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
141+ 7.49% |
$15.5K - $15.6K
|
2.02K
$223K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
118+ 1.59% |
$13K - $13K
|
7.54K
$832K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
116+ 1.04% |
$12.8K - $12.8K
|
11.2K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
111+ 1.07% |
$12.2K - $12.3K
|
10.5K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
107New |
$11.8K - $11.8K
|
107
$11.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
103+ 0.27% |
$11.3K - $11.4K
|
38.9K
$4.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
97+ 0.39% |
$10.7K - $10.7K
|
25.1K
$2.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
90+ 2.81% |
$9.91K - $9.94K
|
3.29K
$363K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
83+ 1.04% |
$9.13K - $9.17K
|
8.07K
$890K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
80+ 2.58% |
$8.8K - $8.84K
|
3.18K
$350K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
76+ 6.79% |
$8.36K - $8.4K
|
1.2K
$132K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
76+ 0.73% |
$8.36K - $8.4K
|
10.4K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
76+ 0.17% |
$8.36K - $8.4K
|
44.4K
$4.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75+ 1.54% |
$8.25K - $8.29K
|
4.96K
$547K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
75+ 1.18% |
$8.25K - $8.29K
|
6.41K
$707K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
66+ 0.11% |
$7.26K - $7.29K
|
58.6K
$6.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
59+ 2.1% |
$6.49K - $6.52K
|
2.87K
$317K
|
|
|
Nov 14, 2025
Q3 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
55+ 1.05% |
$6.05K - $6.08K
|
5.27K
$581K
|
|
|
Oct 15, 2025
Q3 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
55+ 0.75% |
$6.05K - $6.08K
|
7.42K
$818K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
54+ 1.71% |
$5.94K - $5.97K
|
3.2K
$353K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
54+ 0.85% |
$5.94K - $5.97K
|
6.4K
$705K
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
52+ 1.33% |
$5.72K - $5.75K
|
3.98K
$439K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
50+ 1.26% |
$5.5K - $5.52K
|
4K
$442K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
48+ 1.2% |
$5.28K - $5.3K
|
4.04K
$445K
|
|