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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.86K+ 21.64% |
$1.08M - $1.09M
|
55.4K
$6.12M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.13KNew |
$235K - $236K
|
2.13K
$235K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.94KNew |
$433K - $435K
|
3.94K
$434K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-20.5K- 43.33% |
$2.25M - $2.26M
|
26.8K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6.02KNew |
$661K - $665K
|
6.02K
$664K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.82KNew |
$200K - $201K
|
1.82K
$201K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.6K+ 102.27% |
$1.27M - $1.28M
|
22.9K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.03KNew |
$333K - $335K
|
3.03K
$334K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-286K- 62.03% |
$31.5M - $31.7M
|
175K
$19.3M
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
124KNew |
$13.6M - $13.7M
|
124K
$13.7M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
167+ 5.57% |
$18.4K - $18.5K
|
3.16K
$349K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-33.3K- 33.73% |
$3.66M - $3.68M
|
65.4K
$7.22M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.42K- 7.28% |
$266K - $268K
|
30.9K
$3.4M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.3KNew |
$1.24M - $1.25M
|
11.3K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
27.1KNew |
$2.98M - $3M
|
27.1K
$2.99M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
275+ 12.87% |
$30.2K - $30.4K
|
2.41K
$266K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.08KNew |
$338K - $340K
|
3.08K
$339K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-258- 10.64% |
$28.4K - $28.5K
|
2.17K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.96KNew |
$216K - $217K
|
1.96K
$216K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-6.66K- 50.9% |
$732K - $735K
|
6.42K
$708K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.11K+ 44.19% |
$122K - $123K
|
3.62K
$400K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.2K+ 130.73% |
$351K - $353K
|
5.64K
$622K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
59+ 3.16% |
$6.49K - $6.52K
|
1.93K
$213K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.93M - $1.94M
|
17.6K
$1.94M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-300- 23.08% |
$33K - $33.2K
|
1K
$110K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.47% |
$550 - $553
|
1.07K
$118K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.21KNew |
$243K - $244K
|
2.21K
$243K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
129New |
$14.2K - $14.3K
|
129
$14.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
56New |
$6.16K - $6.19K
|
56
$6.18K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-414- 11.48% |
$45.5K - $45.7K
|
3.19K
$352K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
54.7KNew |
$6.02M - $6.05M
|
54.7K
$6.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1New |
$110 - $111
|
1
$110
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-7.7K- 53.29% |
$847K - $851K
|
6.75K
$745K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.43KNew |
$377K - $378K
|
3.43K
$378K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.25K- 30.85% |
$137K - $138K
|
2.79K
$308K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.35KNew |
$259K - $260K
|
2.35K
$260K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
845+ 20.91% |
$92.9K - $93.4K
|
4.89K
$539K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-170- 1.88% |
$18.7K - $18.8K
|
8.85K
$977K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-188- 4.24% |
$20.7K - $20.8K
|
4.24K
$468K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.69K+ 48.87% |
$296K - $298K
|
8.21K
$905K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.53K- 57.09% |
$278K - $279K
|
1.9K
$210K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-223- 0.73% |
$24.5K - $24.6K
|
30.2K
$3.34M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.57KNew |
$282K - $283K
|
2.57K
$284K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
182+ 8.52% |
$20K - $20K
|
2.32K
$256K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
4.04K+ 44.99% |
$444K - $445K
|
13K
$1.44M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
6.1KNew |
$669K - $672K
|
6.1K
$673K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.88KNew |
$426K - $427K
|
3.88K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
15.7KNew |
$1.73M - $1.73M
|
15.7K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
108+ 3.49% |
$11.9K - $11.9K
|
3.21K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.86K- 30.38% |
$424K - $425K
|
8.85K
$976K
|
|