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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.26KNew |
$248K - $250K
|
2.26K
$249K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
408New |
$44.8K - $45.1K
|
408
$45K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.39KNew |
$373K - $375K
|
3.39K
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-677- 11.5% |
$74.4K - $74.9K
|
5.21K
$575K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.62K- 32.41% |
$398K - $400K
|
7.55K
$833K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
29.2K+ 102.4% |
$3.21M - $3.23M
|
57.8K
$6.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
60.6KNew |
$6.66M - $6.7M
|
60.6K
$6.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
582New |
$63.9K - $64.4K
|
582
$64.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-10.8K- 27.54% |
$1.19M - $1.19M
|
28.4K
$3.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
297+ 1.65% |
$32.6K - $32.8K
|
18.2K
$2.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
8.1KNew |
$890K - $896K
|
8.1K
$894K
|
|
| Q3 2023 | |||||||
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-23Closed |
$2.53K - $2.54K
|
0
$0
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-92.3KClosed |
$10.2M - $10.2M
|
0
$0
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
951New |
$105K - $105K
|
951
$105K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-953Closed |
$105K - $105K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-544- 2.25% |
$59.8K - $60.1K
|
23.6K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
452+ 3.62% |
$49.7K - $49.9K
|
12.9K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.5KNew |
$275K - $276K
|
2.5K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.32KNew |
$255K - $256K
|
2.32K
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.95K- 62.85% |
$765K - $768K
|
4.11K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-279- 69.75% |
$30.7K - $30.8K
|
121
$13.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2K+ 103.31% |
$220K - $221K
|
3.94K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
16.3KNew |
$1.79M - $1.8M
|
16.3K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.92KNew |
$211K - $212K
|
1.92K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.69KNew |
$406K - $408K
|
3.69K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
150+ 30.0% |
$16.5K - $16.6K
|
650
$71.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.1KClosed |
$2.21M - $2.22M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-360- 15.85% |
$39.6K - $39.8K
|
1.91K
$211K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7New |
$770 - $774
|
7
$772
|
|
|
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 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
|
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 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
$81.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.81K- 99.83% |
$199K - $200K
|
3
$331
|
|