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 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-10.9K- 41.11% |
$1.2M - $1.2M
|
15.7K
$1.72M
|
|
Oct 11, 2022
Q3 2022
|
Tuttle Capital Management, LLC
|
BUY
|
- |
3KNew |
$330K - $330K
|
3K
$330K
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-22Closed |
$2.42K - $2.43K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-118Closed |
$13K - $13K
|
0
$0
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-15.8KClosed |
$1.74M - $1.74M
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-5.29KClosed |
$582K - $583K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-11K- 84.57% |
$1.2M - $1.21M
|
2K
$220K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
44New |
$4.84K - $4.85K
|
44
$4.84K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-353Closed |
$38.8K - $38.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
621New |
$68.3K - $68.5K
|
621
$68.3K
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-112K- 99.94% |
$12.3M - $12.4M
|
63
$6.92K
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
173KNew |
$19M - $19M
|
173K
$19M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$110 - $110
|
1
$110
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-3.06KClosed |
$336K - $337K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-6.45K- 18.27% |
$709K - $712K
|
28.9K
$3.17M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-46Closed |
$5.06K - $5.07K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3+ 0.1% |
$330 - $331
|
3.06K
$337K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.85KClosed |
$753K - $755K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.18KClosed |
$350K - $351K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-45.9KClosed |
$5.05M - $5.07M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-760- 53.45% |
$83.6K - $83.8K
|
662
$72.8K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7K+ 5.04% |
$770K - $772K
|
146K
$16M
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2.79KNew |
$307K - $308K
|
2.79K
$307K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-45K- 29.43% |
$4.95M - $4.96M
|
108K
$11.9M
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.4KNew |
$264K - $265K
|
2.4K
$264K
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-31Closed |
$3.41K - $3.42K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
2.95KNew |
$324K - $325K
|
2.95K
$324K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
23+ 1.27% |
$2.53K - $2.54K
|
1.84K
$202K
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2- 0.1% |
$220 - $221
|
2.05K
$225K
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
27.6KNew |
$3.03M - $3.04M
|
27.6K
$3.03M
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
11.1K+ 189.41% |
$1.23M - $1.23M
|
17K
$1.87M
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.78K+ 76.34% |
$415K - $417K
|
8.73K
$959K
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.07KClosed |
$228K - $228K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.8K+ 70.41% |
$418K - $419K
|
9.2K
$1.01M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
957New |
$105K - $106K
|
957
$105K
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.01KClosed |
$221K - $222K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.72KNew |
$628K - $630K
|
5.72K
$628K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-12Closed |
$1.32K - $1.32K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.46KClosed |
$380K - $381K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-4.35KClosed |
$478K - $480K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
44.3KNew |
$4.87M - $4.88M
|
44.3K
$4.87M
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-1.1KClosed |
$121K - $121K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
PUT |
-100Closed |
$11K - $11K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.06KNew |
$556K - $558K
|
5.06K
$556K
|
|
Aug 04, 2022
Q2 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
45.4KNew |
$4.99M - $5M
|
45.4K
$4.99M
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
SELL
|
- |
-738- 1.53% |
$81.2K - $81.4K
|
47.6K
$5.24M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-13KClosed |
$1.43M - $1.44M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Reliant Wealth Planning
|
SELL
|
- |
-160KClosed |
$17.5M - $17.6M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12.2KClosed |
$1.34M - $1.34M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-590KClosed |
$64.9M - $65.1M
|
0
$0
|