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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.64KNew |
$290K - $291K
|
2.64K
$290K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21+ 1.14% |
$2.31K - $2.32K
|
1.86K
$204K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-42.6K- 91.07% |
$4.69M - $4.71M
|
4.18K
$460K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
727New |
$80K - $80.3K
|
727
$79.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-28.7K- 14.95% |
$3.16M - $3.17M
|
163K
$18M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
70+ 43.21% |
$7.7K - $7.73K
|
232
$25.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
3.49KNew |
$384K - $385K
|
3.49K
$384K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
8.17K+ 4.06% |
$898K - $902K
|
209K
$23M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.85K+ 102.4% |
$643K - $646K
|
11.6K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
23+ 1.06% |
$2.53K - $2.54K
|
2.18K
$240K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
8.26KNew |
$908K - $912K
|
8.26K
$908K
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
12.1KNew |
$1.33M - $1.33M
|
12.1K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-20K- 68.6% |
$2.2M - $2.2M
|
9.14K
$1M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.18KNew |
$569K - $572K
|
5.18K
$569K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
2.35KNew |
$258K - $259K
|
2.35K
$258K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
95+ 730.77% |
$10.5K - $10.5K
|
108
$11.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.17K+ 40.59% |
$349K - $351K
|
11K
$1.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.12K- 37.12% |
$123K - $123K
|
1.89K
$208K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
5.07K+ 8.79% |
$558K - $560K
|
62.8K
$6.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-350- 95.63% |
$38.5K - $38.7K
|
16
$1.76K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-495- 69.92% |
$54.5K - $54.7K
|
213
$23.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 1.43% |
$660 - $663
|
413
$45.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.33KNew |
$367K - $368K
|
3.33K
$366K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
2.49KNew |
$273K - $275K
|
2.49K
$273K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$244K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
16+ 0.07% |
$1.76K - $1.77K
|
24.3K
$2.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-559- 14.47% |
$61.5K - $61.7K
|
3.3K
$363K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.86KNew |
$424K - $426K
|
3.86K
$424K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.45KNew |
$160K - $160K
|
1.45K
$159K
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-97.4K- 89.29% |
$10.7M - $10.8M
|
11.7K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Marks Wealth, LLC
|
SELL
|
- |
-400- 0.56% |
$44K - $44.2K
|
71.1K
$7.82M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
480New |
$52.8K - $53K
|
480
$52.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
4.42K+ 52.25% |
$486K - $488K
|
12.9K
$1.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.44KNew |
$268K - $269K
|
2.44K
$268K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12.4K- 88.89% |
$1.37M - $1.37M
|
1.55K
$171K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
13.6K+ 101.05% |
$1.5M - $1.5M
|
27.1K
$2.97M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
143KNew |
$15.7M - $15.8M
|
143K
$15.7M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-77.6KClosed |
$8.53M - $8.58M
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-2.42K- 7.28% |
$266K - $268K
|
30.9K
$3.39M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.73KNew |
$410K - $412K
|
3.73K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
3.63KNew |
$400K - $402K
|
3.63K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-195- 25.66% |
$21.4K - $21.5K
|
565
$62.1K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
453New |
$49.8K - $50.1K
|
453
$49.8K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-51.1K- 83.15% |
$5.62M - $5.65M
|
10.4K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.54KNew |
$499K - $501K
|
4.54K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.79KNew |
$307K - $309K
|
2.79K
$307K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
7.27K+ 108.16% |
$800K - $804K
|
14K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
17.8K+ 242.56% |
$1.95M - $1.96M
|
25.1K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
22KNew |
$2.42M - $2.43M
|
22K
$2.42M
|
|