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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.37K+ 3.91% |
$150K - $151K
|
36.3K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
648New |
$71.4K - $71.6K
|
648
$71.5K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
596+ 21.11% |
$65.6K - $65.9K
|
3.42K
$377K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$55.1K - $55.3K
|
500
$55.1K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
392+ 237.58% |
$43.2K - $43.3K
|
557
$61.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
324New |
$35.7K - $35.8K
|
324
$35.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
200New |
$22K - $22.1K
|
200
$22.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
159+ 6.99% |
$17.5K - $17.6K
|
2.43K
$268K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
140+ 5.42% |
$15.4K - $15.5K
|
2.73K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
72New |
$7.93K - $7.96K
|
72
$7.94K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
64+ 0.47% |
$7.05K - $7.07K
|
13.6K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
63New |
$6.94K - $6.96K
|
63
$6.95K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
58+ 11.37% |
$6.39K - $6.41K
|
568
$62.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
54New |
$5.95K - $5.97K
|
54
$5.96K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46New |
$5.07K - $5.08K
|
46
$5.07K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
46New |
$5.07K - $5.08K
|
46
$5.07K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39New |
$4.29K - $4.31K
|
39
$4.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37New |
$4.07K - $4.09K
|
37
$4.08K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
23+ 0.66% |
$2.53K - $2.54K
|
3.52K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
15+ 107.14% |
$1.65K - $1.66K
|
29
$3.2K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
15New |
$1.65K - $1.66K
|
15
$1.65K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
14+ 0.76% |
$1.54K - $1.55K
|
1.85K
$204K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
14+ 0.69% |
$1.54K - $1.55K
|
2.04K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3New |
$330 - $332
|
3
$331
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$220 - $221
|
2
$221
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.3KNew |
$2.34M - $2.35M
|
21.3K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15KNew |
$1.65M - $1.66M
|
15K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.6KNew |
$1.38M - $1.39M
|
12.6K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
10.5KNew |
$1.15M - $1.16M
|
10.5K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.84KNew |
$1.08M - $1.09M
|
9.84K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9.59K+ 22.78% |
$1.05M - $1.06M
|
51.7K
$5.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
8.7KNew |
$956K - $962K
|
8.7K
$959K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.42KNew |
$706K - $710K
|
6.42K
$708K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.21KNew |
$572K - $576K
|
5.21K
$574K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.53KNew |
$388K - $390K
|
3.53K
$389K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.44KNew |
$378K - $381K
|
3.44K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
3.25KNew |
$357K - $360K
|
3.25K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.14KNew |
$345K - $347K
|
3.14K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.85KNew |
$313K - $315K
|
2.85K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.5KNew |
$274K - $276K
|
2.5K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.48KNew |
$273K - $275K
|
2.48K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.17KNew |
$238K - $239K
|
2.17K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
2.16KNew |
$238K - $239K
|
2.16K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.53KNew |
$168K - $169K
|
1.53K
$168K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
879New |
$96.6K - $97.2K
|
879
$96.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
496New |
$54.5K - $54.8K
|
496
$54.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
462New |
$50.8K - $51.1K
|
462
$51K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
325New |
$35.7K - $35.9K
|
325
$35.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
302+ 4.27% |
$33.2K - $33.4K
|
7.37K
$813K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
223New |
$24.5K - $24.7K
|
223
$24.6K
|
|