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 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-132K- 13.49% |
$14.5M - $14.6M
|
846K
$93.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
28.5KNew |
$3.14M - $3.15M
|
28.5K
$3.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
19+ 1.02% |
$2.09K - $2.1K
|
1.89K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
82.7K+ 239.05% |
$9.1M - $9.14M
|
117K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
7.36KNew |
$810K - $813K
|
7.36K
$810K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
2.39KNew |
$263K - $264K
|
2.39K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.7KNew |
$1.18M - $1.18M
|
10.7K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
108+ 0.68% |
$11.9K - $11.9K
|
16K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
260+ 3.71% |
$28.6K - $28.7K
|
7.28K
$801K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.38K- 28.84% |
$262K - $263K
|
5.88K
$647K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-458- 0.53% |
$50.4K - $50.6K
|
86.6K
$9.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.72K- 4.92% |
$190K - $190K
|
33.3K
$3.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-270- 2.48% |
$29.7K - $29.8K
|
10.6K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.2K+ 136.97% |
$462K - $464K
|
7.26K
$800K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
332+ 5.28% |
$36.5K - $36.7K
|
6.62K
$729K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
21+ 1.06% |
$2.31K - $2.32K
|
2K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
768+ 3.23% |
$84.5K - $84.8K
|
24.6K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.8K+ 65.77% |
$1.19M - $1.19M
|
27.2K
$2.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
15+ 0.19% |
$1.65K - $1.66K
|
7.77K
$856K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.35KNew |
$368K - $370K
|
3.35K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
40+ 0.31% |
$4.4K - $4.42K
|
12.8K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
5.37K+ 5.21% |
$591K - $593K
|
108K
$11.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
214KNew |
$23.6M - $23.7M
|
214K
$23.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.5K+ 9.7% |
$165K - $166K
|
17K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-3- 0.07% |
$330 - $331
|
4.24K
$466K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 24.75% |
$367K - $368K
|
16.8K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-379- 10.5% |
$41.7K - $41.9K
|
3.23K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-33.8K- 90.58% |
$3.72M - $3.73M
|
3.51K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.17K+ 11.02% |
$129K - $130K
|
11.8K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-153- 1.99% |
$16.8K - $16.9K
|
7.53K
$828K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.55K- 45.25% |
$391K - $392K
|
4.3K
$473K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.31K- 8.46% |
$585K - $587K
|
57.5K
$6.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-69- 0.55% |
$7.59K - $7.62K
|
12.6K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
367+ 14.61% |
$40.4K - $40.5K
|
2.88K
$317K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.19K+ 18.97% |
$241K - $242K
|
13.7K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.67K- 12.23% |
$734K - $736K
|
47.8K
$5.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.2K+ 123.92% |
$1.12M - $1.12M
|
18.4K
$2.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-48Closed |
$5.28K - $5.3K
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.2K+ 8.96% |
$1.24M - $1.24M
|
137K
$15M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
33+ 0.46% |
$3.63K - $3.65K
|
7.19K
$791K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5.53K+ 16.03% |
$609K - $611K
|
40K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
25.6K+ 100.0% |
$2.82M - $2.83M
|
51.3K
$5.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-114- 2.03% |
$12.5K - $12.6K
|
5.5K
$605K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-5.91K- 10.85% |
$651K - $653K
|
48.6K
$5.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.16K- 32.67% |
$238K - $239K
|
4.45K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.03K- 59.39% |
$333K - $334K
|
2.07K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.91K+ 11.24% |
$430K - $432K
|
38.7K
$4.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
9.43K+ 28.64% |
$1.04M - $1.04M
|
42.4K
$4.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-37- 0.95% |
$4.07K - $4.09K
|
3.86K
$424K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
17.1KNew |
$1.88M - $1.89M
|
17.1K
$1.88M
|