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 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
1.07K+ 3.13% |
$118K - $119K
|
35.3K
$3.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.02K+ 8.17% |
$113K - $113K
|
13.5K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
986+ 44.88% |
$109K - $109K
|
3.18K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
975+ 7.02% |
$107K - $108K
|
14.9K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
899+ 13.7% |
$98.9K - $99.5K
|
7.46K
$824K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
833+ 18.77% |
$91.7K - $92.2K
|
5.27K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
810+ 9.75% |
$89.1K - $89.6K
|
9.12K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
805New |
$88.6K - $89.1K
|
805
$88.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
798+ 30.31% |
$87.8K - $88.3K
|
3.43K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
788+ 11.45% |
$86.7K - $87.2K
|
7.67K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
750New |
$82.5K - $83K
|
750
$82.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
719+ 17.89% |
$79.1K - $79.5K
|
4.74K
$523K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
715+ 34.61% |
$78.7K - $79.1K
|
2.78K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
710+ 2.07% |
$78.1K - $78.5K
|
35K
$3.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
704+ 6.52% |
$77.5K - $77.9K
|
11.5K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
672+ 9.19% |
$74K - $74.3K
|
7.99K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
542+ 0.39% |
$59.6K - $60K
|
140K
$15.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
537+ 12.23% |
$59.1K - $59.4K
|
4.93K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
520+ 1.25% |
$57.2K - $57.5K
|
42.1K
$4.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
502+ 6.04% |
$55.2K - $55.5K
|
8.82K
$974K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
500+ 6.02% |
$55K - $55.3K
|
8.8K
$972K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
454New |
$50K - $50.2K
|
454
$50.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
453+ 2.41% |
$49.9K - $50.1K
|
19.3K
$2.13M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
447+ 0.37% |
$49.2K - $49.5K
|
121K
$13.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
433New |
$47.7K - $47.9K
|
433
$47.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
409+ 6.04% |
$45K - $45.2K
|
7.18K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
365+ 9.53% |
$40.2K - $40.4K
|
4.2K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
362+ 4.92% |
$39.8K - $40K
|
7.72K
$852K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
320+ 9.63% |
$35.2K - $35.4K
|
3.64K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
300+ 11.99% |
$33K - $33.2K
|
2.8K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
251+ 4.21% |
$27.6K - $27.8K
|
6.22K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
228+ 5.83% |
$25.1K - $25.2K
|
4.14K
$457K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
226+ 24.94% |
$24.9K - $25K
|
1.13K
$125K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
209+ 1.89% |
$23K - $23.1K
|
11.2K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
205New |
$22.6K - $22.7K
|
205
$22.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
177+ 0.23% |
$19.5K - $19.6K
|
78.3K
$8.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
169+ 6.05% |
$18.6K - $18.7K
|
2.96K
$327K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
162+ 55.48% |
$17.8K - $17.9K
|
454
$50.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
146+ 6.49% |
$16.1K - $16.2K
|
2.4K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
140+ 3.41% |
$15.4K - $15.5K
|
4.25K
$469K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
138+ 862.5% |
$15.2K - $15.3K
|
154
$17K
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
130+ 5.87% |
$14.3K - $14.4K
|
2.34K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
117+ 3.08% |
$12.9K - $12.9K
|
3.92K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
111+ 1.93% |
$12.2K - $12.3K
|
5.87K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
107+ 1.28% |
$11.8K - $11.8K
|
8.46K
$935K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
100+ 0.95% |
$11K - $11.1K
|
10.7K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
96New |
$10.6K - $10.6K
|
96
$10.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
93+ 13.78% |
$10.2K - $10.3K
|
768
$84.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
92+ 1.48% |
$10.1K - $10.2K
|
6.33K
$699K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
91New |
$10K - $10.1K
|
91
$10K
|