Latest Institutional Transactions on Ishares Tr (SHV)
This table provides information on the latest institutional transactions involving Ishares Tr (SHV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
596+ 596.0% |
$65.6K - $65.8K
|
696
$76.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-41.4K- 12.5% |
$4.56M - $4.58M
|
290K
$31.9M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-58.7K- 89.72% |
$6.46M - $6.49M
|
6.73K
$742K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 1.43% |
$110 - $110
|
69
$7.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-4K- 28.57% |
$440K - $442K
|
10K
$1.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
34.9KNew |
$3.84M - $3.86M
|
34.9K
$3.85M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
348+ 38.62% |
$38.3K - $38.4K
|
1.25K
$138K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
645K+ 12.38% |
$70.9M - $71.2M
|
5.85M
$645M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.34K+ 24.61% |
$588K - $590K
|
27K
$2.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77.5K- 84.76% |
$8.53M - $8.56M
|
13.9K
$1.53M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.83K+ 5214.29% |
$201K - $202K
|
1.86K
$205K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-474- 34.15% |
$52.2K - $52.4K
|
914
$101K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.13K- 13.8% |
$124K - $125K
|
7.06K
$778K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.17K+ 31.17% |
$789K - $792K
|
30.2K
$3.33M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.28K+ 215.13% |
$141K - $141K
|
1.88K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.68K+ 53.37% |
$626K - $628K
|
16.3K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
670K+ 52.87% |
$73.7M - $74M
|
1.94M
$213M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-21.9K- 84.42% |
$2.41M - $2.42M
|
4.05K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.4K+ 35.95% |
$3.68M - $3.69M
|
126K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.5K+ 8.66% |
$3.03M - $3.04M
|
345K
$38M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.83K+ 13.45% |
$201K - $202K
|
15.4K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
236KNew |
$26M - $26.1M
|
236K
$26M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
11.9K+ 317.94% |
$1.3M - $1.31M
|
15.6K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
733K+ 19.09% |
$80.6M - $80.9M
|
4.57M
$504M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.49K+ 11.73% |
$274K - $275K
|
23.7K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.1K- 6.76% |
$562K - $564K
|
70.3K
$7.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
13.3K+ 244.43% |
$1.46M - $1.47M
|
18.8K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
45+ 0.71% |
$4.95K - $4.97K
|
6.34K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
53+ 1.22% |
$5.83K - $5.85K
|
4.4K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.44K- 8.11% |
$818K - $821K
|
84.2K
$9.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-29.2K- 68.99% |
$3.22M - $3.23M
|
13.1K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
185New |
$20.4K - $20.4K
|
185
$20.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
453+ 5.56% |
$49.9K - $50K
|
8.6K
$948K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-24.2K- 89.61% |
$2.66M - $2.67M
|
2.8K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 76.33% |
$858K - $861K
|
18K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-188K- 24.19% |
$20.7M - $20.8M
|
589K
$65M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
177KNew |
$19.4M - $19.5M
|
177K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.8K+ 4.96% |
$3.28M - $3.29M
|
630K
$69.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.65K+ 63.54% |
$292K - $293K
|
6.83K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-769- 4.72% |
$84.6K - $84.9K
|
15.5K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 13.01% |
$1.28M - $1.29M
|
77.9K
$8.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.93% |
$660 - $663
|
652
$71.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
35+ 0.04% |
$3.85K - $3.87K
|
95.1K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46K+ 16.76% |
$5.07M - $5.08M
|
321K
$35.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
579K+ 22.33% |
$63.7M - $64M
|
3.17M
$350M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.61K+ 7.19% |
$287K - $288K
|
38.9K
$4.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-129- 0.37% |
$14.2K - $14.2K
|
34.6K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
18+ 0.62% |
$1.98K - $1.99K
|
2.93K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-420- 3.24% |
$46.2K - $46.4K
|
12.6K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6New |
$660 - $663
|
6
$661
|