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 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.4K+ 8.5% |
$2.35M - $2.36M
|
273K
$30.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-421- 18.85% |
$46.4K - $46.5K
|
1.81K
$200K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
3KNew |
$330K - $332K
|
3K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
54New |
$5.95K - $5.97K
|
54
$5.96K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
435+ 2.26% |
$47.9K - $48.1K
|
19.7K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-393- 9.74% |
$43.3K - $43.4K
|
3.64K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
11.5K+ 94.08% |
$1.26M - $1.27M
|
23.6K
$2.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.09K+ 10.33% |
$230K - $231K
|
22.3K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.99K+ 7.3% |
$220K - $220K
|
29.3K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
3K+ 2.07% |
$330K - $331K
|
148K
$16.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
576+ 0.32% |
$63.4K - $63.7K
|
183K
$20.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 109.09% |
$1.32K - $1.33K
|
23
$2.54K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-9.34K- 7.77% |
$1.03M - $1.03M
|
111K
$12.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
28.7KNew |
$3.16M - $3.17M
|
28.7K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-84- 3.83% |
$9.25K - $9.28K
|
2.11K
$232K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
34+ 3400.0% |
$3.74K - $3.76K
|
35
$3.86K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
159+ 6.99% |
$17.5K - $17.6K
|
2.43K
$269K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-123- 0.6% |
$13.5K - $13.6K
|
20.4K
$2.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.26K- 9.97% |
$248K - $249K
|
20.4K
$2.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.27K+ 8.81% |
$250K - $251K
|
28K
$3.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 33.33% |
$110 - $111
|
2
$221
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.03K- 19.72% |
$113K - $113K
|
4.17K
$460K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
773+ 21.84% |
$85.1K - $85.4K
|
4.31K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
243+ 6.45% |
$26.8K - $26.9K
|
4.01K
$442K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.5KNew |
$275K - $276K
|
2.5K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
31.7K+ 16.28% |
$3.49M - $3.5M
|
226K
$25M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.16K- 10.11% |
$458K - $460K
|
37K
$4.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.88K- 1.13% |
$207K - $208K
|
164K
$18.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.36K- 3.77% |
$150K - $151K
|
34.8K
$3.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.35K+ 33.08% |
$920K - $923K
|
33.6K
$3.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
289+ 9.12% |
$31.8K - $31.9K
|
3.46K
$382K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-859- 6.96% |
$94.6K - $94.9K
|
11.5K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
350+ 0.72% |
$38.5K - $38.7K
|
49.1K
$5.42M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.18KNew |
$239K - $240K
|
2.18K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
15+ 0.23% |
$1.65K - $1.66K
|
6.67K
$736K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.96KNew |
$215K - $216K
|
1.96K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.8K+ 10.27% |
$1.19M - $1.19M
|
116K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-134- 2.68% |
$14.8K - $14.8K
|
4.87K
$537K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-502- 5.69% |
$55.3K - $55.5K
|
8.32K
$917K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
775New |
$85.3K - $85.6K
|
775
$85.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5K- 52.91% |
$551K - $553K
|
4.45K
$491K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-3.16K- 29.31% |
$347K - $349K
|
7.61K
$839K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$110 - $111
|
186K
$20.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
367+ 71.12% |
$40.4K - $40.6K
|
883
$97.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.51K+ 9.52% |
$166K - $167K
|
17.4K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.4KNew |
$1.14M - $1.15M
|
10.4K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-477- 20.07% |
$52.5K - $52.7K
|
1.9K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
45+ 0.67% |
$4.95K - $4.97K
|
6.79K
$749K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
139K+ 214.39% |
$15.3M - $15.3M
|
204K
$22.5M
|