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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
39.8KNew |
$4.38M - $4.4M
|
39.8K
$4.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.2K+ 131.74% |
$1.9M - $1.91M
|
30.3K
$3.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.26K+ 56.81% |
$468K - $471K
|
11.8K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-389- 5.71% |
$42.8K - $43K
|
6.43K
$709K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
280+ 9.2% |
$30.8K - $31K
|
3.32K
$367K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
453+ 2.41% |
$49.9K - $50.1K
|
19.3K
$2.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-198- 3.05% |
$21.8K - $21.9K
|
6.29K
$694K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-15.3K- 11.93% |
$1.68M - $1.69M
|
113K
$12.4M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
5.84KNew |
$643K - $646K
|
5.84K
$644K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
10.6K+ 76.56% |
$1.17M - $1.18M
|
24.5K
$2.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.95KNew |
$324K - $326K
|
2.95K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 10.64% |
$137K - $138K
|
12.9K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-61.1K- 96.4% |
$6.72M - $6.76M
|
2.28K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 43.9% |
$192K - $193K
|
5.72K
$631K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
32.8K+ 160.67% |
$3.61M - $3.63M
|
53.2K
$5.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.72K+ 10.57% |
$409K - $411K
|
38.9K
$4.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.1K+ 5.24% |
$1.77M - $1.78M
|
323K
$35.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.62K- 14.24% |
$178K - $179K
|
9.72K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1.68K+ 1.67% |
$185K - $186K
|
102K
$11.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-3.56K- 13.86% |
$392K - $394K
|
22.1K
$2.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
250+ 1.16% |
$27.5K - $27.7K
|
21.9K
$2.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.98K- 3.2% |
$548K - $551K
|
151K
$16.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-801- 4.89% |
$88.2K - $88.6K
|
15.6K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
91New |
$10K - $10.1K
|
91
$10K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-75K- 77.24% |
$8.25M - $8.3M
|
22.1K
$2.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
23.6KNew |
$2.59M - $2.61M
|
23.6K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$110 - $111
|
7.09K
$782K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.11K- 5.87% |
$122K - $122K
|
17.8K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 18.48% |
$139K - $140K
|
5.57K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
23New |
$2.53K - $2.54K
|
23
$2.54K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
41+ 0.79% |
$4.51K - $4.54K
|
5.25K
$579K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.12K+ 8.9% |
$233K - $235K
|
25.9K
$2.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 14.44% |
$159K - $160K
|
8.55K
$944K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.52K- 2.0% |
$167K - $168K
|
74.4K
$8.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 32.93% |
$5.94K - $5.97K
|
218
$24.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.82K+ 1.6% |
$310K - $312K
|
179K
$19.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 1.18% |
$4.95K - $4.98K
|
3.76K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-13.2K- 27.46% |
$1.45M - $1.46M
|
34.9K
$3.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-83- 0.26% |
$9.13K - $9.18K
|
31.9K
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-1.95K- 14.25% |
$215K - $216K
|
11.7K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
33.3K+ 86.36% |
$3.66M - $3.68M
|
71.8K
$7.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.72K+ 1.8% |
$189K - $190K
|
97.3K
$10.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-440- 0.24% |
$48.4K - $48.7K
|
186K
$20.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.47KNew |
$822K - $826K
|
7.47K
$824K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.7KNew |
$297K - $299K
|
2.7K
$298K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-724- 1.64% |
$79.7K - $80.1K
|
43.5K
$4.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-2.87K- 3.58% |
$316K - $318K
|
77.4K
$8.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
31.3K+ 28.42% |
$3.44M - $3.46M
|
141K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-472- 12.6% |
$51.9K - $52.2K
|
3.28K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-174- 3.29% |
$19.1K - $19.2K
|
5.12K
$564K
|