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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
53.1K+ 17.52% |
$5.85M - $5.87M
|
357K
$39.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.15K- 20.27% |
$457K - $458K
|
16.3K
$1.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.24K+ 37.42% |
$136K - $137K
|
4.55K
$502K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.6K- 18.6% |
$176K - $177K
|
7K
$772K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
37.3KNew |
$4.11M - $4.12M
|
37.3K
$4.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.44K- 9.19% |
$379K - $381K
|
34K
$3.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-50- 1.13% |
$5.51K - $5.53K
|
4.37K
$482K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
37.3KNew |
$4.11M - $4.12M
|
37.3K
$4.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
28.6K+ 29.89% |
$3.15M - $3.16M
|
124K
$13.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-9.86K- 30.52% |
$1.09M - $1.09M
|
22.4K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
18.4KNew |
$2.03M - $2.03M
|
18.4K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.53K- 23.79% |
$719K - $721K
|
20.9K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
600+ 14.73% |
$66.1K - $66.3K
|
4.67K
$516K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-62- 0.14% |
$6.83K - $6.85K
|
44.2K
$4.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-306- 86.44% |
$33.7K - $33.8K
|
48
$5.3K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.38K- 12.64% |
$372K - $373K
|
23.4K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-15.2K- 89.14% |
$1.67M - $1.68M
|
1.85K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-2.06K- 46.88% |
$227K - $228K
|
2.34K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.2K- 34.06% |
$132K - $133K
|
2.32K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.78K+ 0.87% |
$196K - $196K
|
205K
$22.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5+ 0.2% |
$551 - $553
|
2.52K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19+ 0.2% |
$2.09K - $2.1K
|
9.31K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-44.5K- 84.42% |
$4.9M - $4.92M
|
8.22K
$906K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.46K+ 6.41% |
$381K - $383K
|
57.5K
$6.34M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.89KNew |
$428K - $430K
|
3.89K
$429K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
28.9K+ 23.09% |
$3.18M - $3.19M
|
154K
$17M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-11K- 16.98% |
$1.21M - $1.21M
|
53.6K
$5.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.99K- 15.11% |
$439K - $440K
|
22.4K
$2.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.79KNew |
$307K - $308K
|
2.79K
$307K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.06K- 5.62% |
$116K - $117K
|
17.7K
$1.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.41K+ 7.41% |
$156K - $156K
|
20.5K
$2.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
69K+ 13.44% |
$7.6M - $7.63M
|
583K
$64.3M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-233- 9.97% |
$25.7K - $25.7K
|
2.1K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-189- 5.33% |
$20.8K - $20.9K
|
3.36K
$371K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.86K+ 7.12% |
$314K - $316K
|
43K
$4.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.99K- 22.64% |
$219K - $220K
|
6.81K
$751K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-840- 9.55% |
$92.5K - $92.8K
|
7.96K
$878K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
14+ 0.69% |
$1.54K - $1.55K
|
2.04K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
4.14KNew |
$456K - $458K
|
4.14K
$457K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.46KNew |
$160K - $161K
|
1.46K
$161K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
7.73K+ 7.94% |
$851K - $854K
|
105K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
168K+ 204.64% |
$18.5M - $18.6M
|
250K
$27.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.03K+ 25.29% |
$223K - $224K
|
10K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.06K- 10.82% |
$117K - $117K
|
8.74K
$964K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8.76KNew |
$964K - $968K
|
8.76K
$966K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
5.82K+ 6.0% |
$641K - $643K
|
103K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.91KNew |
$320K - $322K
|
2.91K
$321K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.41K+ 12.31% |
$486K - $488K
|
40.3K
$4.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.03K+ 27.79% |
$113K - $114K
|
4.73K
$522K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
86.2KNew |
$9.49M - $9.52M
|
86.2K
$9.5M
|