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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4- 57.14% |
$440 - $442
|
3
$331
|
|
|
Aug 09, 2024
Q2 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
9.9KNew |
$1.09M - $1.09M
|
9.9K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.04K- 48.85% |
$115K - $115K
|
1.09K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.59K- 2.77% |
$394K - $396K
|
126K
$13.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
68+ 2.81% |
$7.48K - $7.51K
|
2.49K
$275K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-36.2K- 30.01% |
$3.98M - $4M
|
84.4K
$9.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.48KNew |
$823K - $827K
|
7.48K
$825K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.95K- 92.88% |
$1.1M - $1.1M
|
763
$84.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
104+ 266.67% |
$11.4K - $11.5K
|
143
$15.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-166K- 53.85% |
$18.3M - $18.4M
|
142K
$15.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-200- 3.08% |
$22K - $22.1K
|
6.3K
$695K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
450+ 1323.53% |
$49.5K - $49.7K
|
484
$53.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
28.1K+ 191.4% |
$3.09M - $3.1M
|
42.8K
$4.72M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-155- 1.9% |
$17.1K - $17.1K
|
8.02K
$885K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.15KNew |
$237K - $238K
|
2.15K
$238K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
133+ 2.19% |
$14.6K - $14.7K
|
6.21K
$685K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.43K- 39.09% |
$158K - $158K
|
2.23K
$246K
|
|
|
Aug 02, 2024
Q2 2024
|
Sicart Associates LLC
|
SELL
|
- |
-5.95K- 47.22% |
$655K - $658K
|
6.65K
$734K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-33- 66.0% |
$3.63K - $3.65K
|
17
$1.88K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-40.4K- 95.59% |
$4.44M - $4.46M
|
1.86K
$206K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
686+ 16.03% |
$75.5K - $75.8K
|
4.97K
$548K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.01KNew |
$221K - $222K
|
2.01K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-9.35K- 29.83% |
$1.03M - $1.03M
|
22K
$2.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.36K+ 6.26% |
$149K - $150K
|
23K
$2.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25.5K+ 20.27% |
$2.81M - $2.82M
|
151K
$16.7M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.68KNew |
$185K - $186K
|
1.68K
$185K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-4.48K- 5.05% |
$493K - $495K
|
84.2K
$9.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
366New |
$40.3K - $40.4K
|
366
$40.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
337+ 7.54% |
$37.1K - $37.2K
|
4.8K
$530K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
55.2KNew |
$6.08M - $6.1M
|
55.2K
$6.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
190+ 2.09% |
$20.9K - $21K
|
9.29K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.88K- 38.22% |
$207K - $208K
|
3.04K
$336K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.69K- 47.94% |
$186K - $186K
|
1.83K
$202K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-27Closed |
$2.97K - $2.98K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10New |
$1.1K - $1.11K
|
10
$1.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.78KNew |
$196K - $197K
|
1.78K
$196K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.44K- 18.72% |
$268K - $269K
|
10.6K
$1.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-20- 0.92% |
$2.2K - $2.21K
|
2.15K
$237K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-902- 7.49% |
$99.3K - $99.7K
|
11.1K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.09KNew |
$340K - $342K
|
3.09K
$341K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.2K- 15.95% |
$242K - $243K
|
11.6K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4K- 68.2% |
$440K - $442K
|
1.87K
$206K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.19KNew |
$241K - $242K
|
2.19K
$241K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
300+ 1.58% |
$33K - $33.2K
|
19.2K
$2.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.7K- 39.67% |
$297K - $299K
|
4.11K
$454K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1- 33.33% |
$110 - $111
|
2
$221
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
42.9KNew |
$4.72M - $4.74M
|
42.9K
$4.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-799- 6.65% |
$87.9K - $88.3K
|
11.2K
$1.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-554- 5.75% |
$61K - $61.2K
|
9.08K
$1M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
29New |
$3.19K - $3.2K
|
29
$3.2K
|