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 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
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
182New |
$20K - $20.1K
|
182
$20.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
119New |
$13.1K - $13.1K
|
119
$13.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
100New |
$11K - $11K
|
100
$11K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
80+ 3.15% |
$8.8K - $8.84K
|
2.62K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
76+ 1.74% |
$8.36K - $8.39K
|
4.45K
$491K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
53+ 2.87% |
$5.83K - $5.85K
|
1.9K
$210K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.7% |
$4.4K - $4.42K
|
5.78K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
35+ 0.04% |
$3.85K - $3.87K
|
95.1K
$10.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27New |
$2.97K - $2.98K
|
27
$2.98K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
25+ 0.55% |
$2.75K - $2.76K
|
4.54K
$500K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23New |
$2.53K - $2.54K
|
23
$2.54K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
21+ 1.06% |
$2.31K - $2.32K
|
2K
$221K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
16New |
$1.76K - $1.77K
|
16
$1.76K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
15+ 0.19% |
$1.65K - $1.66K
|
7.77K
$857K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6New |
$660 - $663
|
6
$662
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.93% |
$660 - $663
|
652
$71.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
203K+ 24.19% |
$22.3M - $22.4M
|
1.04M
$115M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
64KNew |
$7.04M - $7.07M
|
64K
$7.05M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
51.5KNew |
$5.67M - $5.69M
|
51.5K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
49.3KNew |
$5.43M - $5.45M
|
49.3K
$5.44M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
48.3KNew |
$5.32M - $5.33M
|
48.3K
$5.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
37.3KNew |
$4.11M - $4.12M
|
37.3K
$4.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
28.7KNew |
$3.16M - $3.17M
|
28.7K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
26.5K+ 100.0% |
$2.92M - $2.93M
|
53K
$5.85M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
24.9KNew |
$2.74M - $2.75M
|
24.9K
$2.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
18.4KNew |
$2.03M - $2.03M
|
18.4K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.4KNew |
$1.14M - $1.15M
|
10.4K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8.76KNew |
$964K - $968K
|
8.76K
$966K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
7.85K+ 4.54% |
$864K - $867K
|
181K
$19.9M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.82KNew |
$531K - $532K
|
4.82K
$531K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.71KNew |
$519K - $521K
|
4.71K
$520K
|
|
|
Apr 24, 2025
Q1 2025
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
4.14KNew |
$456K - $458K
|
4.14K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.62KNew |
$399K - $400K
|
3.62K
$399K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.91KNew |
$320K - $322K
|
2.91K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.79KNew |
$307K - $308K
|
2.79K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.4K+ 2.62% |
$264K - $265K
|
93.7K
$10.3M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.13KNew |
$235K - $235K
|
2.13K
$235K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.06KNew |
$227K - $228K
|
2.06K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.96KNew |
$215K - $216K
|
1.96K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1.8K+ 90.0% |
$198K - $199K
|
3.8K
$419K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.68K+ 21.91% |
$185K - $186K
|
9.36K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.64KNew |
$181K - $182K
|
1.64K
$181K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.56K+ 7.51% |
$171K - $172K
|
22.3K
$2.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.46KNew |
$160K - $161K
|
1.46K
$161K
|
|