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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
19.8KNew |
$2.18M - $2.19M
|
19.8K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
87+ 0.92% |
$9.57K - $9.62K
|
9.54K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1.85KNew |
$204K - $205K
|
1.85K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.02K+ 8.17% |
$113K - $113K
|
13.5K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-106K- 32.04% |
$11.7M - $11.7M
|
225K
$24.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-86.6K- 9.03% |
$9.54M - $9.59M
|
873K
$96.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$550 - $553
|
5
$552
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
24+ 1.29% |
$2.64K - $2.66K
|
1.89K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
5.84KNew |
$643K - $646K
|
5.84K
$644K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.95KNew |
$324K - $326K
|
2.95K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 43.9% |
$192K - $193K
|
5.72K
$631K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
91New |
$10K - $10.1K
|
91
$10K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
23.6KNew |
$2.59M - $2.61M
|
23.6K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 18.48% |
$139K - $140K
|
5.57K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
23New |
$2.53K - $2.54K
|
23
$2.54K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 14.44% |
$159K - $160K
|
8.55K
$944K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 32.93% |
$5.94K - $5.97K
|
218
$24K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-724- 1.64% |
$79.7K - $80.1K
|
43.5K
$4.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-174- 3.29% |
$19.1K - $19.2K
|
5.12K
$564K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-15.1K- 72.02% |
$1.66M - $1.67M
|
5.86K
$647K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 29.71% |
$334K - $336K
|
7.19K
$793K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-46.8K- 94.99% |
$5.15M - $5.18M
|
2.47K
$272K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
719+ 17.89% |
$79.1K - $79.5K
|
4.74K
$523K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
16.8KNew |
$1.85M - $1.86M
|
16.8K
$1.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-384- 8.02% |
$42.3K - $42.5K
|
4.4K
$486K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-190- 94.53% |
$20.9K - $21K
|
11
$1.21K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
49+ 1.31% |
$5.39K - $5.42K
|
3.79K
$418K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
447+ 0.37% |
$49.2K - $49.5K
|
121K
$13.3M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
6.1K+ 11.29% |
$671K - $674K
|
60.1K
$6.63M
|
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.84KNew |
$202K - $203K
|
1.84K
$203K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
210+ 3.52% |
$23.1K - $23.2K
|
6.18K
$682K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
59.6K+ 100.72% |
$6.56M - $6.59M
|
119K
$13.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
11New |
$1.21K - $1.22K
|
11
$1.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.89KNew |
$207K - $208K
|
1.89K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$612K - $615K
|
5.56K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-19- 0.9% |
$2.09K - $2.1K
|
2.1K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.91KNew |
$320K - $321K
|
2.91K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-453- 85.8% |
$49.8K - $50.1K
|
75
$8.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-545- 12.35% |
$60K - $60.2K
|
3.87K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5KNew |
$550K - $553K
|
5K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.5K+ 36.62% |
$2.47M - $2.48M
|
83.8K
$9.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.94KNew |
$214K - $215K
|
1.94K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
53.3KNew |
$5.86M - $5.89M
|
53.3K
$5.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
233New |
$25.6K - $25.7K
|
233
$25.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-476K- 5.91% |
$52.4M - $52.6M
|
7.58M
$836M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.8K+ 11.24% |
$1.63M - $1.64M
|
147K
$16.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.07KNew |
$337K - $339K
|
3.07K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.3KNew |
$1.47M - $1.47M
|
13.3K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-314- 53.68% |
$34.6K - $34.7K
|
271
$29.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
107+ 891.67% |
$11.8K - $11.8K
|
119
$13.1K
|
|