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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
SELL
|
- |
-3.36K- 2.71% |
$370K - $371K
|
121K
$13.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25.9K+ 27.84% |
$2.86M - $2.87M
|
119K
$13.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-40- 76.92% |
$4.41K - $4.42K
|
12
$1.32K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.02% |
$330 - $331
|
19.1K
$2.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-801- 2.36% |
$88.2K - $88.5K
|
33.1K
$3.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
100+ 1.48% |
$11K - $11K
|
6.87K
$757K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.81K- 9.05% |
$199K - $200K
|
18.2K
$2M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-10- 0.45% |
$1.1K - $1.1K
|
2.23K
$246K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-3.87K- 12.89% |
$426K - $427K
|
26.1K
$2.88M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-713- 5.88% |
$78.5K - $78.8K
|
11.4K
$1.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.43K- 23.39% |
$488K - $489K
|
14.5K
$1.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-23.7K- 28.83% |
$2.62M - $2.62M
|
58.6K
$6.47M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
40K+ 1011.12% |
$4.41M - $4.42M
|
44K
$4.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-3.98K- 2.57% |
$438K - $439K
|
151K
$16.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.98K- 32.16% |
$329K - $330K
|
6.29K
$694K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.67K+ 32.49% |
$295K - $295K
|
10.9K
$1.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.25K+ 0.16% |
$138K - $138K
|
766K
$84.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
7.89K+ 4.14% |
$869K - $872K
|
199K
$21.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.25KNew |
$579K - $581K
|
5.25K
$579K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-80- 2.13% |
$8.81K - $8.84K
|
3.67K
$405K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-2K- 27.49% |
$220K - $221K
|
5.28K
$582K
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-187- 2.5% |
$20.6K - $20.7K
|
7.29K
$804K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-113- 21.94% |
$12.4K - $12.5K
|
402
$44.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.6KNew |
$396K - $397K
|
3.6K
$397K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
1New |
$110 - $110
|
1
$110
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-88- 1.26% |
$9.69K - $9.72K
|
6.92K
$763K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2.5K- 1.84% |
$276K - $277K
|
134K
$14.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-928- 18.84% |
$102K - $103K
|
4K
$441K
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
15.1K+ 21.92% |
$1.66M - $1.67M
|
83.9K
$9.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.01K- 21.97% |
$772K - $774K
|
24.9K
$2.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1+ 0.01% |
$110 - $110
|
7.82K
$863K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20+ 0.32% |
$2.2K - $2.21K
|
6.36K
$701K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.4K+ 308.27% |
$1.7M - $1.7M
|
20.4K
$2.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-186- 5.64% |
$20.5K - $20.6K
|
3.11K
$343K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
60+ 0.83% |
$6.61K - $6.63K
|
7.3K
$805K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-39K- 49.74% |
$4.3M - $4.31M
|
39.4K
$4.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-348- 8.15% |
$38.3K - $38.5K
|
3.92K
$432K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.48K- 5.97% |
$273K - $274K
|
39.1K
$4.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-808- 19.81% |
$89K - $89.3K
|
3.27K
$361K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-769- 2.35% |
$84.7K - $85K
|
31.9K
$3.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.09K+ 13.38% |
$231K - $231K
|
17.7K
$1.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.27K+ 18.7% |
$250K - $251K
|
14.4K
$1.59M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.85K+ 35.75% |
$314K - $315K
|
10.8K
$1.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
113+ 1.28% |
$12.4K - $12.5K
|
8.96K
$988K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-419- 6.57% |
$46.2K - $46.3K
|
5.96K
$657K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.26K- 19.91% |
$249K - $250K
|
9.1K
$1M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.79K+ 155.74% |
$1.08M - $1.08M
|
16.1K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
124+ 0.93% |
$13.7K - $13.7K
|
13.4K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 3.42% |
$221K - $221K
|
60.6K
$6.68M
|
|
|
Jan 12, 2026
Q4 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-11K- 41.38% |
$1.21M - $1.22M
|
15.6K
$1.72M
|
|