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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.81K- 99.83% |
$199K - $200K
|
3
$331
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
28+ 1.25% |
$3.08K - $3.09K
|
2.27K
$250K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.96KNew |
$215K - $216K
|
1.96K
$216K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-653- 13.06% |
$71.8K - $72.2K
|
4.35K
$480K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-819- 25.55% |
$90.1K - $90.5K
|
2.39K
$263K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12New |
$1.32K - $1.33K
|
12
$1.32K
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
240+ 0.08% |
$26.4K - $26.5K
|
315K
$34.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.02K+ 55.57% |
$552K - $555K
|
14.1K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-58- 98.31% |
$6.38K - $6.41K
|
1
$110
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
157New |
$17.3K - $17.3K
|
157
$17.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.59KNew |
$284K - $286K
|
2.59K
$285K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.36K+ 1199.12% |
$149K - $150K
|
1.47K
$162K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.48K- 15.16% |
$603K - $606K
|
30.7K
$3.39M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.64KClosed |
$291K - $292K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-1.81K- 39.91% |
$199K - $200K
|
2.73K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.6KNew |
$396K - $398K
|
3.6K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-31.5K- 53.73% |
$3.47M - $3.48M
|
27.1K
$2.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
95New |
$10.5K - $10.5K
|
95
$10.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
176New |
$19.4K - $19.4K
|
176
$19.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-740- 23.47% |
$81.4K - $81.7K
|
2.41K
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
584New |
$64.2K - $64.5K
|
584
$64.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
45KNew |
$4.95M - $4.97M
|
45K
$4.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.64KNew |
$290K - $291K
|
2.64K
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21+ 1.14% |
$2.31K - $2.32K
|
1.86K
$205K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-42.6K- 91.07% |
$4.69M - $4.71M
|
4.18K
$461K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
727New |
$80K - $80.3K
|
727
$80.2K
|
|
|
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
$25.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
3.49KNew |
$384K - $385K
|
3.49K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
8.17K+ 4.06% |
$898K - $902K
|
209K
$23.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.85K+ 102.4% |
$643K - $646K
|
11.6K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
23+ 1.06% |
$2.53K - $2.54K
|
2.18K
$241K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
8.26KNew |
$908K - $912K
|
8.26K
$911K
|
|
|
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
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.18KNew |
$569K - $572K
|
5.18K
$571K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
2.35KNew |
$258K - $259K
|
2.35K
$259K
|
|
|
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
$209K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
5.07K+ 8.79% |
$558K - $560K
|
62.8K
$6.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-350- 95.63% |
$38.5K - $38.7K
|
16
$1.77K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-495- 69.92% |
$54.5K - $54.7K
|
213
$23.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 1.43% |
$660 - $663
|
413
$45.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.33KNew |
$367K - $368K
|
3.33K
$368K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
2.49KNew |
$273K - $275K
|
2.49K
$274K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
|
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
$364K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.86KNew |
$424K - $426K
|
3.86K
$426K
|
|