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 |
|---|---|---|---|---|---|---|---|
|
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
$826K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6.18KNew |
$680K - $683K
|
6.18K
$682K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$612K - $615K
|
5.56K
$614K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5KNew |
$550K - $553K
|
5K
$552K
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.74K+ 90.52% |
$412K - $413K
|
7.87K
$869K
|
|
|
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
$339K
|
|
|
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
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.19KNew |
$241K - $242K
|
2.19K
$242K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.15KNew |
$237K - $238K
|
2.15K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.01KNew |
$221K - $222K
|
2.01K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.94KNew |
$214K - $215K
|
1.94K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.89KNew |
$207K - $208K
|
1.89K
$208K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.78KNew |
$196K - $197K
|
1.78K
$197K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.68KNew |
$185K - $186K
|
1.68K
$185K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
686+ 16.03% |
$75.5K - $75.8K
|
4.97K
$548K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
450+ 1323.53% |
$49.5K - $49.7K
|
484
$53.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
432New |
$47.5K - $47.7K
|
432
$47.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
386New |
$42.5K - $42.7K
|
386
$42.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
366New |
$40.3K - $40.4K
|
366
$40.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
337+ 7.54% |
$37.1K - $37.2K
|
4.8K
$530K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
300+ 1.58% |
$33K - $33.2K
|
19.2K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
233New |
$25.6K - $25.7K
|
233
$25.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
190+ 2.09% |
$20.9K - $21K
|
9.29K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
133+ 2.19% |
$14.6K - $14.7K
|
6.21K
$686K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
107+ 891.67% |
$11.8K - $11.8K
|
119
$13.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
104+ 266.67% |
$11.4K - $11.5K
|
143
$15.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
103New |
$11.3K - $11.4K
|
103
$11.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
72New |
$7.92K - $7.96K
|
72
$7.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
68+ 2.81% |
$7.48K - $7.51K
|
2.49K
$275K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
55New |
$6.05K - $6.08K
|
55
$6.07K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
29New |
$3.19K - $3.2K
|
29
$3.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
24New |
$2.64K - $2.65K
|
24
$2.65K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
11New |
$1.21K - $1.22K
|
11
$1.21K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.83% |
$110 - $111
|
122
$13.5K
|
|
| Q1 2024 | |||||||
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
164K+ 4664.67% |
$18.1M - $18.1M
|
168K
$18.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
85.3KNew |
$9.39M - $9.43M
|
85.3K
$9.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72.8K+ 247.16% |
$8.01M - $8.05M
|
102K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
39.5K+ 317.47% |
$4.35M - $4.36M
|
51.9K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.4K+ 8.93% |
$3.02M - $3.03M
|
334K
$36.9M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$2.69M - $2.7M
|
24.4K
$2.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
23.2KNew |
$2.56M - $2.57M
|
23.2K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9.76KNew |
$1.07M - $1.08M
|
9.76K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.26KNew |
$1.02M - $1.02M
|
9.26K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.84KNew |
$643K - $645K
|
5.84K
$645K
|
|