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
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.1% |
$220 - $221
|
1.92K
$212K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 2.38% |
$110 - $110
|
43
$4.74K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.03% |
$110 - $110
|
3.89K
$429K
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
286KNew |
$31.5M - $31.6M
|
286K
$31.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
214KNew |
$23.6M - $23.7M
|
214K
$23.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
135KNew |
$14.8M - $14.9M
|
135K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
93.2KNew |
$10.3M - $10.3M
|
93.2K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
84.8K+ 10942.06% |
$9.33M - $9.37M
|
85.6K
$9.44M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
52.6KNew |
$5.79M - $5.81M
|
52.6K
$5.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
25.6K+ 100.0% |
$2.82M - $2.83M
|
51.3K
$5.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
22.6K+ 103.97% |
$2.49M - $2.5M
|
44.4K
$4.9M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
5.74K+ 6.41% |
$632K - $634K
|
95.4K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.48KNew |
$603K - $605K
|
5.48K
$604K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
5.07K+ 3.92% |
$558K - $560K
|
134K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.85KNew |
$534K - $536K
|
4.85K
$535K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
4.49KNew |
$494K - $495K
|
4.49K
$495K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.08KNew |
$449K - $450K
|
4.08K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
3.63KNew |
$399K - $401K
|
3.63K
$400K
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.99KNew |
$329K - $330K
|
2.99K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.93KNew |
$322K - $324K
|
2.93K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.9KNew |
$319K - $320K
|
2.9K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.69K+ 4.3% |
$297K - $298K
|
65.4K
$7.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.51KNew |
$276K - $277K
|
2.51K
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.45K+ 10.92% |
$270K - $271K
|
24.9K
$2.75M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.37K+ 10.14% |
$261K - $262K
|
25.7K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.28KNew |
$250K - $251K
|
2.28K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.2K+ 64.47% |
$242K - $243K
|
5.61K
$618K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.16K+ 21.52% |
$238K - $239K
|
12.2K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
2.1KNew |
$231K - $232K
|
2.1K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.04K+ 45.78% |
$225K - $226K
|
6.51K
$718K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.99K+ 0.2% |
$219K - $220K
|
1.01M
$111M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
1.71KNew |
$188K - $189K
|
1.71K
$189K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.53K+ 5.94% |
$168K - $169K
|
27.3K
$3.01M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
1.37K+ 24.4% |
$151K - $152K
|
7K
$772K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.13KNew |
$124K - $125K
|
1.13K
$125K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.08KNew |
$118K - $119K
|
1.08K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
538+ 1.97% |
$59.2K - $59.4K
|
27.8K
$3.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
510New |
$56.1K - $56.3K
|
510
$56.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
500+ 5.68% |
$55K - $55.2K
|
9.3K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
499+ 11.68% |
$54.9K - $55.1K
|
4.77K
$526K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
498New |
$54.8K - $55K
|
498
$54.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
453+ 5.56% |
$49.9K - $50K
|
8.6K
$948K
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
BUY
|
- |
362+ 11.11% |
$39.8K - $40K
|
3.62K
$399K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
335+ 1.64% |
$36.9K - $37K
|
20.8K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
303New |
$33.3K - $33.5K
|
303
$33.4K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
254New |
$28K - $28.1K
|
254
$28K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
244+ 7.09% |
$26.9K - $27K
|
3.69K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
185New |
$20.4K - $20.4K
|
185
$20.4K
|
|