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 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-556- 9.86% |
$61.1K - $61.2K
|
5.08K
$559K
|
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.23KNew |
$245K - $245K
|
2.23K
$245K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-1.14K- 20.29% |
$125K - $125K
|
4.46K
$491K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
7.08KNew |
$778K - $779K
|
7.08K
$778K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.16KNew |
$128K - $128K
|
1.16K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.82K- 44.41% |
$200K - $200K
|
2.28K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
203+ 1.85% |
$22.3K - $22.4K
|
11.2K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
109K+ 86.42% |
$12M - $12M
|
235K
$25.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.97KNew |
$546K - $547K
|
4.97K
$546K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
17.8K+ 99.01% |
$1.96M - $1.96M
|
35.9K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
49.9KNew |
$5.48M - $5.49M
|
49.9K
$5.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
205KNew |
$22.5M - $22.6M
|
205K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.11KNew |
$232K - $232K
|
2.11K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.43K+ 190.86% |
$597K - $598K
|
8.27K
$909K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-9.65K- 75.03% |
$1.06M - $1.06M
|
3.21K
$353K
|
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-291- 2.35% |
$32K - $32K
|
12.1K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-839- 6.38% |
$92.2K - $92.4K
|
12.3K
$1.35M
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-5- 1.54% |
$550 - $551
|
319
$35.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
BUY
|
- |
3.69KNew |
$405K - $406K
|
3.69K
$405K
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-59.3K- 57.88% |
$6.51M - $6.53M
|
43.1K
$4.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
18.2KNew |
$2M - $2M
|
18.2K
$2M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
71.1KNew |
$7.82M - $7.84M
|
71.1K
$7.82M
|
|
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-2.86M- 13.57% |
$314M - $314M
|
18.2M
$2B
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.16KNew |
$1.01M - $1.01M
|
9.16K
$1.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
48New |
$5.28K - $5.29K
|
48
$5.28K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 17.46% |
$1.21K - $1.21K
|
74
$8.13K
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
BUY
|
- |
2.19KNew |
$241K - $242K
|
2.19K
$241K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
21.5KNew |
$2.36M - $2.36M
|
21.5K
$2.36M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
92+ 22.66% |
$10.1K - $10.1K
|
498
$54.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
64New |
$7.03K - $7.05K
|
64
$7.03K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
65New |
$7.14K - $7.16K
|
65
$7.14K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-571- 1.22% |
$62.8K - $62.9K
|
46.1K
$5.06M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-229- 9.58% |
$25.2K - $25.2K
|
2.16K
$238K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
30.3KNew |
$3.33M - $3.34M
|
30.3K
$3.33M
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.64K- 42.84% |
$290K - $290K
|
3.52K
$387K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-214- 7.65% |
$23.5K - $23.6K
|
2.58K
$284K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
3.56KNew |
$391K - $392K
|
3.56K
$391K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
269+ 12.66% |
$29.6K - $29.6K
|
2.39K
$263K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-96- 4.65% |
$10.6K - $10.6K
|
1.97K
$216K
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-114- 3.24% |
$12.5K - $12.6K
|
3.4K
$374K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21.5KNew |
$2.37M - $2.37M
|
21.5K
$2.37M
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-10- 66.67% |
$1.1K - $1.1K
|
5
$550
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
107KNew |
$11.7M - $11.7M
|
107K
$11.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-263- 3.84% |
$28.9K - $29K
|
6.59K
$724K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$1.25M - $1.25M
|
11.4K
$1.25M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
78+ 3.2% |
$8.57K - $8.59K
|
2.51K
$276K
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
SELL
|
- |
-53.7K- 33.41% |
$5.9M - $5.91M
|
107K
$11.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
514+ 3.24% |
$56.5K - $56.6K
|
16.4K
$1.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
359+ 0.75% |
$39.5K - $39.5K
|
48.4K
$5.32M
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-79- 1.7% |
$8.68K - $8.7K
|
4.57K
$502K
|