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 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
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
139K+ 214.39% |
$15.3M - $15.3M
|
204K
$22.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5.96K+ 22.64% |
$657K - $659K
|
32.3K
$3.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-204- 9.71% |
$22.5K - $22.5K
|
1.9K
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.35K- 24.19% |
$149K - $149K
|
4.23K
$467K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
225+ 0.82% |
$24.8K - $24.9K
|
27.6K
$3.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-82K- 84.31% |
$9.03M - $9.07M
|
15.3K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
7.85K+ 4.54% |
$864K - $867K
|
181K
$19.9M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
23+ 0.66% |
$2.53K - $2.54K
|
3.52K
$389K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
39New |
$4.29K - $4.31K
|
39
$4.3K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.2K- 11.92% |
$3.32M - $3.34M
|
223K
$24.6M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.63KNew |
$508K - $511K
|
4.63K
$510K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
21New |
$2.31K - $2.32K
|
21
$2.32K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
223New |
$24.5K - $24.7K
|
223
$24.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-27- 1.3% |
$2.97K - $2.99K
|
2.05K
$226K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.43K- 2.14% |
$158K - $159K
|
65.5K
$7.22M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35New |
$3.85K - $3.87K
|
35
$3.86K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
57New |
$6.27K - $6.3K
|
57
$6.29K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.86KNew |
$204K - $206K
|
1.86K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.1K- 58.15% |
$5.18M - $5.21M
|
33.9K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3- 2.19% |
$330 - $332
|
134
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
58+ 2.65% |
$6.38K - $6.41K
|
2.25K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-1.8K- 47.37% |
$198K - $199K
|
2K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-300- 10.71% |
$33K - $33.2K
|
2.5K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.84KNew |
$1.08M - $1.09M
|
9.84K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.27K- 4.58% |
$689K - $693K
|
131K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
302+ 4.27% |
$33.2K - $33.4K
|
7.37K
$813K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
15.7KNew |
$1.73M - $1.74M
|
15.7K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.77K- 22.87% |
$634K - $638K
|
19.4K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-114K- 62.84% |
$12.6M - $12.7M
|
67.7K
$7.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-329- 32.48% |
$36.2K - $36.4K
|
684
$75.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.85KNew |
$313K - $315K
|
2.85K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
2.16KNew |
$238K - $239K
|
2.16K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
70New |
$7.69K - $7.74K
|
70
$7.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.14KNew |
$345K - $347K
|
3.14K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.44% |
$220 - $221
|
456
$50.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
8.7KNew |
$956K - $962K
|
8.7K
$959K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.5KNew |
$274K - $276K
|
2.5K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
496New |
$54.5K - $54.8K
|
496
$54.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-30- 0.91% |
$3.3K - $3.32K
|
3.28K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.95K- 19.43% |
$325K - $327K
|
12.2K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15+ 0.78% |
$1.65K - $1.66K
|
1.93K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-7.94K- 42.27% |
$873K - $878K
|
10.8K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
251+ 13.68% |
$27.6K - $27.8K
|
2.09K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21.5K- 21.7% |
$2.37M - $2.38M
|
77.7K
$8.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-907- 0.16% |
$99.7K - $100K
|
560K
$61.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-631- 4.93% |
$69.4K - $69.8K
|
12.2K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-139- 1.73% |
$15.3K - $15.4K
|
7.88K
$869K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-84- 1.31% |
$9.23K - $9.29K
|
6.35K
$701K
|
|