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 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.86K- 14.94% |
$204K - $206K
|
10.6K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
BUY
|
- |
6.18K+ 2.05% |
$680K - $683K
|
308K
$33.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.35KNew |
$369K - $371K
|
3.35K
$368K
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.42KNew |
$266K - $267K
|
2.42K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.69KNew |
$516K - $519K
|
4.69K
$516K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-15.1K- 72.02% |
$1.66M - $1.67M
|
5.86K
$645K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 29.71% |
$334K - $336K
|
7.19K
$790K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-18.5K- 49.77% |
$2.04M - $2.05M
|
18.7K
$2.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
122+ 2.96% |
$13.4K - $13.5K
|
4.25K
$467K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.1K+ 12.49% |
$121K - $122K
|
9.93K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-46.8K- 94.99% |
$5.15M - $5.18M
|
2.47K
$271K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-91.1K- 33.36% |
$10M - $10.1M
|
182K
$20M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.33K- 15.21% |
$586K - $589K
|
29.7K
$3.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
719+ 17.89% |
$79.1K - $79.5K
|
4.74K
$521K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.73K+ 14.41% |
$300K - $301K
|
21.6K
$2.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.33K+ 2.76% |
$146K - $147K
|
49.4K
$5.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-127- 57.73% |
$14K - $14.1K
|
93
$10.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-739- 16.91% |
$81.3K - $81.8K
|
3.63K
$399K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 4.96% |
$2.2K - $2.21K
|
383
$42.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.32K+ 11.28% |
$145K - $146K
|
13K
$1.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.78K+ 29.38% |
$196K - $197K
|
7.86K
$864K
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-17.8K- 9.88% |
$1.96M - $1.97M
|
162K
$17.8M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-19K- 41.38% |
$2.09M - $2.1M
|
26.9K
$2.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
18.6KNew |
$2.05M - $2.06M
|
18.6K
$2.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.81K- 34.68% |
$199K - $200K
|
3.4K
$374K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
51+ 1.21% |
$5.61K - $5.64K
|
4.26K
$468K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-154- 6.32% |
$16.9K - $17K
|
2.28K
$251K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.54K- 9.52% |
$170K - $171K
|
14.7K
$1.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
130+ 5.87% |
$14.3K - $14.4K
|
2.34K
$258K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-395- 8.31% |
$43.5K - $43.7K
|
4.36K
$479K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
583+ 2.69% |
$64.2K - $64.5K
|
22.2K
$2.44M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-15- 0.27% |
$1.65K - $1.66K
|
5.63K
$619K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
16.8KNew |
$1.85M - $1.86M
|
16.8K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.65K+ 15.41% |
$292K - $294K
|
19.9K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-365- 3.4% |
$40.2K - $40.4K
|
10.4K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-15.6K- 15.6% |
$1.72M - $1.73M
|
84.4K
$9.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
174+ 7.59% |
$19.1K - $19.2K
|
2.47K
$271K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-384- 8.02% |
$42.3K - $42.5K
|
4.4K
$484K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
55+ 1.08% |
$6.05K - $6.08K
|
5.16K
$567K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12K+ 9.58% |
$1.32M - $1.32M
|
137K
$15M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
32+ 1.75% |
$3.52K - $3.54K
|
1.86K
$205K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 3.91% |
$990 - $996
|
239
$26.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-747- 7.12% |
$82.2K - $82.6K
|
9.75K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.6K- 18.35% |
$507K - $509K
|
20.5K
$2.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
275+ 7.35% |
$30.3K - $30.4K
|
4.02K
$442K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-17.1K- 46.38% |
$1.89M - $1.9M
|
19.8K
$2.18M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
229+ 0.78% |
$25.2K - $25.3K
|
29.6K
$3.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.43K+ 3.66% |
$157K - $158K
|
40.4K
$4.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
107+ 1.29% |
$11.8K - $11.8K
|
8.42K
$926K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
9.88K+ 55.11% |
$1.09M - $1.09M
|
27.8K
$3.06M
|