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 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
43+ 0.86% |
$4.73K - $4.76K
|
5.04K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43New |
$4.73K - $4.76K
|
43
$4.74K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
41+ 0.79% |
$4.51K - $4.54K
|
5.25K
$579K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
39+ 37.14% |
$4.29K - $4.31K
|
144
$15.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
36+ 1.17% |
$3.96K - $3.98K
|
3.12K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35+ 0.28% |
$3.85K - $3.87K
|
12.4K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
35+ 0.31% |
$3.85K - $3.87K
|
11.2K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
34+ 0.37% |
$3.74K - $3.76K
|
9.21K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
34New |
$3.74K - $3.76K
|
34
$3.75K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
32+ 1.75% |
$3.52K - $3.54K
|
1.86K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
29New |
$3.19K - $3.21K
|
29
$3.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26+ 1.27% |
$2.86K - $2.88K
|
2.07K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
25+ 1.31% |
$2.75K - $2.77K
|
1.94K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
24+ 1.29% |
$2.64K - $2.66K
|
1.89K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
23New |
$2.53K - $2.54K
|
23
$2.54K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
18+ 1.53% |
$1.98K - $1.99K
|
1.19K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
16+ 1.19% |
$1.76K - $1.77K
|
1.36K
$150K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
15+ 0.17% |
$1.65K - $1.66K
|
8.79K
$968K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12+ 1.14% |
$1.32K - $1.33K
|
1.07K
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10+ 0.2% |
$1.1K - $1.11K
|
4.99K
$550K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 3.91% |
$990 - $996
|
239
$26.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 1.28% |
$880 - $885
|
631
$69.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
7+ 0.94% |
$770 - $774
|
752
$82.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$550 - $553
|
5
$551
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2New |
$220 - $221
|
2
$220
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 1.36% |
$220 - $221
|
149
$16.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$220 - $221
|
19.2K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$110 - $111
|
7.09K
$781K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
357KNew |
$39.3M - $39.4M
|
357K
$39.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
55.2KNew |
$6.08M - $6.1M
|
55.2K
$6.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
53.3KNew |
$5.86M - $5.89M
|
53.3K
$5.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
42.9KNew |
$4.72M - $4.74M
|
42.9K
$4.73M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
41.2KNew |
$4.54M - $4.56M
|
41.2K
$4.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
28.1K+ 191.4% |
$3.09M - $3.1M
|
42.8K
$4.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
26.5KNew |
$2.92M - $2.93M
|
26.5K
$2.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25.5K+ 20.27% |
$2.81M - $2.82M
|
151K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.5K+ 36.62% |
$2.47M - $2.48M
|
83.8K
$9.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.8K+ 11.24% |
$1.63M - $1.64M
|
147K
$16.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.3KNew |
$1.47M - $1.47M
|
13.3K
$1.47M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
13.3KNew |
$1.46M - $1.47M
|
13.3K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
9.9KNew |
$1.09M - $1.09M
|
9.9K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.48KNew |
$823K - $827K
|
7.48K
$825K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6.18KNew |
$680K - $683K
|
6.18K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$612K - $615K
|
5.56K
$613K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5KNew |
$550K - $553K
|
5K
$551K
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.74K+ 90.52% |
$412K - $413K
|
7.87K
$868K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.09KNew |
$340K - $342K
|
3.09K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.07KNew |
$337K - $339K
|
3.07K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.91KNew |
$320K - $321K
|
2.91K
$321K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.5KNew |
$275K - $276K
|
2.5K
$276K
|
|