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 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
502+ 6.04% |
$55.2K - $55.5K
|
8.82K
$973K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
4.15K+ 4.19% |
$457K - $459K
|
103K
$11.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.09K- 15.0% |
$120K - $120K
|
6.16K
$679K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-190- 94.53% |
$20.9K - $21K
|
11
$1.21K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.65KNew |
$292K - $293K
|
2.65K
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
35+ 0.31% |
$3.85K - $3.87K
|
11.2K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-247K- 98.13% |
$27.2M - $27.3M
|
4.71K
$520K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
412+ 0.64% |
$45.3K - $45.6K
|
64.5K
$7.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
49+ 1.31% |
$5.39K - $5.42K
|
3.79K
$418K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
44+ 1.29% |
$4.84K - $4.87K
|
3.45K
$380K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2.71K+ 0.92% |
$299K - $300K
|
298K
$32.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.2K- 0.9% |
$682K - $686K
|
684K
$75.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-3.98K- 1.08% |
$438K - $440K
|
366K
$40.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-94- 1.24% |
$10.3K - $10.4K
|
7.49K
$826K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.7K+ 296.63% |
$2.5M - $2.52M
|
30.4K
$3.36M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$220 - $221
|
19.2K
$2.12M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
447+ 0.37% |
$49.2K - $49.5K
|
121K
$13.3M
|
|
| Q2 2024 | |||||||
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-99- 1.28% |
$10.9K - $10.9K
|
7.64K
$843K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-406- 1.98% |
$44.7K - $44.9K
|
20.1K
$2.22M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
13.3KNew |
$1.46M - $1.47M
|
13.3K
$1.46M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
11New |
$1.21K - $1.22K
|
11
$1.21K
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.74K+ 90.52% |
$412K - $413K
|
7.87K
$869K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
41.2KNew |
$4.54M - $4.56M
|
41.2K
$4.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.89KNew |
$207K - $208K
|
1.89K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$612K - $615K
|
5.56K
$614K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.64K- 20.96% |
$180K - $181K
|
6.17K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
72New |
$7.92K - $7.96K
|
72
$7.94K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-860- 7.74% |
$94.6K - $95K
|
10.3K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-19- 0.9% |
$2.09K - $2.1K
|
2.1K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.91KNew |
$320K - $321K
|
2.91K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-453- 85.8% |
$49.8K - $50.1K
|
75
$8.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-545- 12.35% |
$60K - $60.2K
|
3.87K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.62K- 9.81% |
$178K - $178K
|
14.9K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
26.5KNew |
$2.92M - $2.93M
|
26.5K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5KNew |
$550K - $553K
|
5K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-30.8K- 7.1% |
$3.39M - $3.41M
|
404K
$44.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-1.25K- 14.98% |
$138K - $139K
|
7.12K
$785K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.5K+ 36.62% |
$2.47M - $2.48M
|
83.8K
$9.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.94KNew |
$214K - $215K
|
1.94K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
53.3KNew |
$5.86M - $5.89M
|
53.3K
$5.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
233New |
$25.6K - $25.7K
|
233
$25.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-476K- 5.91% |
$52.4M - $52.6M
|
7.58M
$837M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.8K+ 11.24% |
$1.63M - $1.64M
|
147K
$16.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.07KNew |
$337K - $339K
|
3.07K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.3KNew |
$1.47M - $1.47M
|
13.3K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.07K- 17.32% |
$118K - $118K
|
5.1K
$562K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-314- 53.68% |
$34.6K - $34.7K
|
271
$29.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
107+ 891.67% |
$11.8K - $11.8K
|
119
$13.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.4K- 27.23% |
$154K - $155K
|
3.75K
$413K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
386New |
$42.5K - $42.7K
|
386
$42.6K
|
|