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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-8.29K- 46.89% |
$912K - $915K
|
9.39K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.1K- 20.38% |
$671K - $674K
|
23.8K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.43K+ 16.51% |
$267K - $268K
|
17.1K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-902- 15.37% |
$99.3K - $99.6K
|
4.97K
$547K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
10+ 0.47% |
$1.1K - $1.1K
|
2.14K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.1KNew |
$2.1M - $2.11M
|
19.1K
$2.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
35+ 0.32% |
$3.85K - $3.87K
|
11.1K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.06K+ 69.35% |
$227K - $228K
|
5.03K
$554K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.94K+ 25.35% |
$654K - $657K
|
29.4K
$3.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
20+ 0.68% |
$2.2K - $2.21K
|
2.97K
$326K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-780- 1.95% |
$85.8K - $86.2K
|
39.2K
$4.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.37K+ 0.95% |
$150K - $151K
|
145K
$16M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3.6K+ 88.47% |
$396K - $398K
|
7.67K
$844K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.5K+ 102.38% |
$2.37M - $2.38M
|
42.5K
$4.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
317+ 2.05% |
$34.9K - $35K
|
15.7K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-3.02K- 38.56% |
$332K - $334K
|
4.81K
$530K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 3.55% |
$16.5K - $16.6K
|
4.08K
$449K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-5.96K- 13.42% |
$656K - $658K
|
38.4K
$4.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-272K- 26.78% |
$29.9M - $30M
|
743K
$81.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11.5K+ 26.68% |
$1.27M - $1.27M
|
54.7K
$6.02M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
207+ 0.4% |
$22.8K - $22.9K
|
52.5K
$5.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-279- 11.27% |
$30.7K - $30.8K
|
2.2K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.17K+ 24.46% |
$569K - $571K
|
26.3K
$2.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
500+ 5.68% |
$55K - $55.2K
|
9.3K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 20.32% |
$165K - $166K
|
8.89K
$978K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.8K+ 11.19% |
$308K - $309K
|
27.8K
$3.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23New |
$2.53K - $2.54K
|
23
$2.53K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 4.44% |
$1.32K - $1.33K
|
282
$31K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.56KNew |
$832K - $835K
|
7.56K
$832K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
22.6K+ 103.97% |
$2.49M - $2.5M
|
44.4K
$4.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.44K+ 14.55% |
$268K - $269K
|
19.2K
$2.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
2.97KNew |
$326K - $328K
|
2.97K
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-929K- 65.9% |
$102M - $103M
|
481K
$52.9M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.46K+ 13.51% |
$491K - $492K
|
37.5K
$4.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-81- 89.01% |
$8.91K - $8.95K
|
10
$1.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
3.68KNew |
$404K - $406K
|
3.68K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
203+ 11.12% |
$22.3K - $22.4K
|
2.03K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.48K- 63.44% |
$383K - $384K
|
2.01K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-139K- 16.96% |
$15.3M - $15.3M
|
679K
$74.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
43.4K+ 176.42% |
$4.78M - $4.8M
|
68.1K
$7.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.87K- 16.61% |
$426K - $428K
|
19.4K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3K+ 6.22% |
$1.58M - $1.58M
|
245K
$26.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.79K- 51.47% |
$418K - $419K
|
3.58K
$394K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
26.2KNew |
$2.88M - $2.89M
|
26.2K
$2.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-132K- 13.49% |
$14.5M - $14.6M
|
846K
$93.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
28.5KNew |
$3.14M - $3.15M
|
28.5K
$3.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
19+ 1.02% |
$2.09K - $2.1K
|
1.89K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
82.7K+ 239.05% |
$9.1M - $9.14M
|
117K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
7.36KNew |
$810K - $813K
|
7.36K
$810K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
2.39KNew |
$263K - $264K
|
2.39K
$263K
|