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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-400- 5.06% |
$44K - $44.2K
|
7.5K
$827K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.83KNew |
$421K - $423K
|
3.83K
$423K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.52K+ 52.0% |
$168K - $168K
|
4.46K
$492K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
159New |
$17.5K - $17.6K
|
159
$17.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.44K- 19.74% |
$159K - $159K
|
5.86K
$647K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
150New |
$16.5K - $16.6K
|
150
$16.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
14+ 0.43% |
$1.54K - $1.55K
|
3.28K
$362K
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-6.54K- 43.26% |
$719K - $722K
|
8.57K
$946K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-98.3K- 83.42% |
$10.8M - $10.9M
|
19.5K
$2.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
43.2KNew |
$4.75M - $4.77M
|
43.2K
$4.76M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.48KNew |
$273K - $274K
|
2.48K
$273K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-654- 22.56% |
$71.9K - $72.3K
|
2.25K
$248K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
358New |
$39.4K - $39.6K
|
358
$39.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.64K- 58.88% |
$290K - $291K
|
1.84K
$203K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
3New |
$330 - $332
|
3
$331
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-208K- 60.33% |
$22.9M - $23M
|
137K
$15.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-360- 6.38% |
$39.6K - $39.8K
|
5.28K
$583K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-375- 1.47% |
$41.2K - $41.4K
|
25.1K
$2.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
130+ 78.79% |
$14.3K - $14.4K
|
295
$32.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-336K- 38.78% |
$37M - $37.1M
|
531K
$58.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-650- 22.41% |
$71.5K - $71.8K
|
2.25K
$248K
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.44K- 30.5% |
$159K - $160K
|
3.29K
$363K
|
|
|
Oct 19, 2023
Q3 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-434K- 36.87% |
$47.7M - $47.9M
|
743K
$82M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.81K- 99.83% |
$199K - $200K
|
3
$331
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
28+ 1.25% |
$3.08K - $3.09K
|
2.27K
$250K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.93K+ 9.61% |
$432K - $434K
|
44.8K
$4.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.96KNew |
$215K - $216K
|
1.96K
$216K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-653- 13.06% |
$71.8K - $72.2K
|
4.35K
$480K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-819- 25.55% |
$90.1K - $90.5K
|
2.39K
$263K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12New |
$1.32K - $1.33K
|
12
$1.32K
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
240+ 0.08% |
$26.4K - $26.5K
|
315K
$34.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.02K+ 55.57% |
$552K - $555K
|
14.1K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-58- 98.31% |
$6.38K - $6.41K
|
1
$110
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
157New |
$17.3K - $17.3K
|
157
$17.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.59KNew |
$284K - $286K
|
2.59K
$285K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.36K+ 1199.12% |
$149K - $150K
|
1.47K
$162K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.48K- 15.16% |
$603K - $606K
|
30.7K
$3.39M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.64KClosed |
$291K - $292K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-11- 57.89% |
$1.21K - $1.21K
|
8
$883
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
70New |
$7.7K - $7.73K
|
70
$7.72K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.8K- 40.0% |
$198K - $199K
|
2.7K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-1.81K- 39.91% |
$199K - $200K
|
2.73K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.6KNew |
$396K - $398K
|
3.6K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-31.5K- 53.73% |
$3.47M - $3.48M
|
27.1K
$3M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
95New |
$10.5K - $10.5K
|
95
$10.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
176New |
$19.4K - $19.4K
|
176
$19.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-740- 23.47% |
$81.4K - $81.7K
|
2.41K
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
584New |
$64.2K - $64.5K
|
584
$64.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
45KNew |
$4.95M - $4.97M
|
45K
$4.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.64KNew |
$290K - $291K
|
2.64K
$291K
|
|