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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6.18KNew |
$680K - $683K
|
6.18K
$682K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.5KNew |
$275K - $276K
|
2.5K
$276K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.83% |
$110 - $111
|
122
$13.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-110K- 97.39% |
$12.1M - $12.1M
|
2.94K
$324K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-50- 1.1% |
$5.5K - $5.53K
|
4.49K
$495K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-555- 15.81% |
$61.1K - $61.3K
|
2.96K
$326K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-582- 16.72% |
$64K - $64.3K
|
2.9K
$320K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-365- 10.28% |
$40.2K - $40.3K
|
3.19K
$352K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
55New |
$6.05K - $6.08K
|
55
$6.07K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.72K- 41.59% |
$190K - $190K
|
2.42K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
357KNew |
$39.3M - $39.4M
|
357K
$39.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
24New |
$2.64K - $2.65K
|
24
$2.65K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.93K- 26.88% |
$543K - $545K
|
13.4K
$1.48M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.56K- 42.64% |
$392K - $393K
|
4.79K
$528K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-192- 8.1% |
$21.1K - $21.2K
|
2.18K
$240K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.43K- 16.45% |
$157K - $157K
|
7.24K
$799K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
103New |
$11.3K - $11.4K
|
103
$11.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
432New |
$47.5K - $47.7K
|
432
$47.7K
|
|
| Q1 2024 | |||||||
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
164K+ 4664.67% |
$18.1M - $18.1M
|
168K
$18.5M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250- 92.94% |
$27.5K - $27.6K
|
19
$2.1K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.5K- 15.16% |
$715K - $718K
|
36.4K
$4.01M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10New |
$1.1K - $1.11K
|
10
$1.1K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.75K- 74.57% |
$192K - $193K
|
595
$65.6K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4K- 47.42% |
$440K - $442K
|
4.43K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.08KNew |
$229K - $230K
|
2.08K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 102.38% |
$4.73K - $4.75K
|
85
$9.38K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-27.3K- 47.91% |
$3M - $3.02M
|
29.7K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-625- 1.12% |
$68.8K - $69.1K
|
55K
$6.07M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
39.5K+ 317.47% |
$4.35M - $4.36M
|
51.9K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.21K- 10.81% |
$133K - $134K
|
9.99K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.15K+ 59.35% |
$127K - $127K
|
3.09K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
176New |
$19.4K - $19.5K
|
176
$19.4K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.83K- 31.63% |
$202K - $202K
|
3.96K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-5.38K- 22.94% |
$592K - $594K
|
18.1K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.96K- 56.97% |
$767K - $770K
|
5.26K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.9KNew |
$209K - $210K
|
1.9K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.4K+ 8.93% |
$3.02M - $3.03M
|
334K
$36.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72.8K+ 247.16% |
$8.01M - $8.05M
|
102K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.24K- 28.37% |
$136K - $137K
|
3.13K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$2.69M - $2.7M
|
24.4K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-19.9K- 19.93% |
$2.19M - $2.2M
|
79.8K
$8.8M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
38New |
$4.18K - $4.2K
|
38
$4.19K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.19KNew |
$131K - $131K
|
1.19K
$131K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.33K- 27.86% |
$256K - $257K
|
6.02K
$664K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-262- 12.57% |
$28.8K - $29K
|
1.82K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9.76KNew |
$1.07M - $1.08M
|
9.76K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.13KNew |
$234K - $235K
|
2.13K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
497New |
$54.7K - $55K
|
497
$54.8K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.57K- 43.94% |
$172K - $173K
|
2K
$220K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-312- 7.81% |
$34.4K - $34.5K
|
3.69K
$407K
|
|