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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.53KNew |
$388K - $390K
|
3.53K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-392- 4.89% |
$43.1K - $43.3K
|
7.63K
$841K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-217- 16.07% |
$23.9K - $24K
|
1.13K
$125K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-42- 1.51% |
$4.62K - $4.64K
|
2.74K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.82K- 11.82% |
$309K - $311K
|
21K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38+ 1.7% |
$4.18K - $4.2K
|
2.27K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-7.88K- 74.5% |
$866K - $871K
|
2.7K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-1.5K- 22.56% |
$165K - $166K
|
5.15K
$568K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-43- 29.86% |
$4.73K - $4.75K
|
101
$11.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.21KNew |
$572K - $576K
|
5.21K
$574K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.81K- 38.43% |
$199K - $200K
|
2.9K
$320K
|
|
| Q3 2024 | |||||||
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-268Closed |
$29.5K - $29.6K
|
0
$0
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.85K- 39.71% |
$203K - $204K
|
2.8K
$309K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.43K+ 580.49% |
$157K - $158K
|
1.67K
$185K
|
|
|
Nov 15, 2024
Q3 2024
|
Titan Capital Management, LLC
|
SELL
|
- |
-806- 0.68% |
$88.7K - $89.2K
|
117K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-274- 11.24% |
$30.2K - $30.3K
|
2.16K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
365+ 9.53% |
$40.2K - $40.4K
|
4.2K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.12K+ 55.26% |
$343K - $345K
|
8.75K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-50- 3.62% |
$5.5K - $5.53K
|
1.33K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
66.7K+ 13.9% |
$7.34M - $7.38M
|
547K
$60.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.23KNew |
$796K - $800K
|
7.23K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
96New |
$10.6K - $10.6K
|
96
$10.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
66New |
$7.26K - $7.3K
|
66
$7.28K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
54New |
$5.94K - $5.97K
|
54
$5.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.2K+ 8.76% |
$1.12M - $1.13M
|
126K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
454New |
$50K - $50.2K
|
454
$50.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
29New |
$3.19K - $3.21K
|
29
$3.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 57.14% |
$220K - $221K
|
5.5K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.1K- 37.78% |
$231K - $232K
|
3.46K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43New |
$4.73K - $4.76K
|
43
$4.74K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.68K- 26.73% |
$735K - $739K
|
18.3K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
251+ 4.21% |
$27.6K - $27.8K
|
6.22K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27.8KNew |
$3.06M - $3.08M
|
27.8K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-579- 19.54% |
$63.7K - $64.1K
|
2.38K
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.53K+ 99.85% |
$498K - $501K
|
9.06K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.8K- 49.43% |
$1.19M - $1.2M
|
11.1K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
70KNew |
$7.7M - $7.74M
|
70K
$7.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.05KNew |
$226K - $227K
|
2.05K
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
83+ 4.31% |
$9.13K - $9.18K
|
2.01K
$222K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
433New |
$47.7K - $47.9K
|
433
$47.8K
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-45- 1.01% |
$4.95K - $4.98K
|
4.43K
$489K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
226+ 24.94% |
$24.9K - $25K
|
1.13K
$125K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-408- 96.45% |
$44.9K - $45.1K
|
15
$1.65K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2New |
$220 - $221
|
2
$221
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.27K- 22.11% |
$139K - $140K
|
4.46K
$492K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-13.9K- 69.14% |
$1.53M - $1.54M
|
6.21K
$685K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
60.6K+ 5.53% |
$6.67M - $6.71M
|
1.16M
$128M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
205New |
$22.6K - $22.7K
|
205
$22.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-121- 69.54% |
$13.3K - $13.4K
|
53
$5.85K
|
|