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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 1.45% |
$110 - $110
|
68
$7.5K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.32K+ 189.97% |
$696K - $699K
|
9.65K
$1.06M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
SELL
|
- |
-1.32K- 21.44% |
$145K - $145K
|
4.82K
$531K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
201+ 3.27% |
$22.1K - $22.2K
|
6.34K
$699K
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
SELL
|
- |
-200- 3.41% |
$22K - $22.1K
|
5.66K
$624K
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.3K+ 2.3% |
$473K - $475K
|
191K
$21M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
28.8K+ 119.55% |
$3.18M - $3.19M
|
53K
$5.84M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-68- 0.28% |
$7.48K - $7.51K
|
24.2K
$2.67M
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.77K+ 7.12% |
$415K - $417K
|
56.7K
$6.25M
|
|
|
Nov 25, 2025
Q3 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.69K- 3.11% |
$186K - $187K
|
52.7K
$5.81M
|
|
|
Nov 21, 2025
Q3 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-28.4K- 10.92% |
$3.12M - $3.14M
|
231K
$25.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-218- 21.5% |
$24K - $24.1K
|
796
$87.8K
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
SELL
|
- |
-2.45K- 2.24% |
$270K - $271K
|
107K
$11.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-632- 90.8% |
$69.6K - $69.8K
|
64
$7.06K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.43K- 16.39% |
$157K - $158K
|
7.28K
$803K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75+ 1.54% |
$8.25K - $8.29K
|
4.96K
$547K
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8.77K- 23.41% |
$965K - $969K
|
28.7K
$3.16M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17.6K+ 6.08% |
$1.94M - $1.95M
|
308K
$33.9M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-56.2K- 27.72% |
$6.18M - $6.21M
|
146K
$16.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.15K+ 4.16% |
$677K - $680K
|
154K
$17M
|
|
|
Nov 17, 2025
Q3 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$3.33M - $3.34M
|
30.2K
$3.33M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-767- 2.2% |
$84.4K - $84.7K
|
34.1K
$3.77M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
5.66KNew |
$622K - $625K
|
5.66K
$624K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-66.7K- 22.82% |
$7.34M - $7.37M
|
226K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.88K+ 52.88% |
$426K - $428K
|
11.2K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
54+ 1.71% |
$5.94K - $5.97K
|
3.2K
$353K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.9K+ 72.9% |
$1.31M - $1.32M
|
28.2K
$3.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-268K- 43.19% |
$29.5M - $29.6M
|
352K
$38.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-2.09K- 4.98% |
$230K - $231K
|
39.9K
$4.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-347- 2.17% |
$38.2K - $38.3K
|
15.7K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
578+ 0.84% |
$63.6K - $63.9K
|
69.7K
$7.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.97K- 4.71% |
$437K - $439K
|
80.2K
$8.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-300K- 19.4% |
$33M - $33.1M
|
1.25M
$137M
|
|
|
Nov 14, 2025
Q3 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.95K- 30.71% |
$215K - $215K
|
4.4K
$485K
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-538- 8.99% |
$59.2K - $59.4K
|
5.45K
$601K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.5K- 1.39% |
$495K - $497K
|
319K
$35.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-123K- 78.32% |
$13.5M - $13.6M
|
34K
$3.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.36K- 0.39% |
$150K - $150K
|
344K
$37.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.9K+ 10.79% |
$5.06M - $5.08M
|
472K
$52M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
767+ 2.51% |
$84.4K - $84.7K
|
31.3K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.07K+ 180.91% |
$558K - $560K
|
7.87K
$868K
|
|
|
Nov 14, 2025
Q3 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
55+ 1.05% |
$6.05K - $6.08K
|
5.27K
$581K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
103+ 0.27% |
$11.3K - $11.4K
|
38.9K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.82K+ 21.22% |
$421K - $422K
|
21.8K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.6K- 8.75% |
$5.68M - $5.7M
|
538K
$59.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-92.1K- 52.11% |
$10.1M - $10.2M
|
84.6K
$9.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
654+ 4.24% |
$72K - $72.3K
|
16.1K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.87K+ 46.18% |
$206K - $206K
|
5.91K
$652K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.16K+ 7.47% |
$128K - $128K
|
16.7K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
479+ 26.26% |
$52.7K - $52.9K
|
2.3K
$254K
|
|