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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
67KNew |
$7.37M - $7.39M
|
67K
$7.36M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
108+ 29.83% |
$11.9K - $11.9K
|
470
$51.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-55Closed |
$6.05K - $6.07K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-200Closed |
$22K - $22.1K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2K- 3.31% |
$220K - $221K
|
58.4K
$6.42M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-2.78KClosed |
$306K - $306K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.75KClosed |
$632K - $634K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-89Closed |
$9.79K - $9.81K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.47K+ 68.04% |
$162K - $162K
|
3.64K
$400K
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-190- 8.95% |
$20.9K - $21K
|
1.93K
$213K
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-15.4KClosed |
$1.7M - $1.7M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 5.56% |
$110 - $110
|
17
$1.87K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-42.3K- 99.9% |
$4.65M - $4.67M
|
41
$4.51K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-902Closed |
$99.2K - $99.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
12.4KNew |
$1.36M - $1.36M
|
12.4K
$1.36M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
17New |
$1.87K - $1.87K
|
17
$1.87K
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-9.16KClosed |
$1.01M - $1.01M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-60Closed |
$6.6K - $6.62K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.41KClosed |
$155K - $156K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-15.5KClosed |
$1.7M - $1.7M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.19% |
$2.86K - $2.87K
|
13.6K
$1.49M
|
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
SELL
|
- |
-48.2K- 5.87% |
$5.3M - $5.31M
|
773K
$84.9M
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-28.7KClosed |
$3.15M - $3.16M
|
0
$0
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-7.93KClosed |
$872K - $874K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-58- 2.07% |
$6.39K - $6.4K
|
2.75K
$302K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.33KNew |
$367K - $367K
|
3.33K
$366K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.63KClosed |
$179K - $180K
|
0
$0
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-2.88KClosed |
$317K - $318K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.96KNew |
$216K - $217K
|
1.96K
$216K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-29.7KClosed |
$3.28M - $3.28M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-10Closed |
$1.1K - $1.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
569New |
$62.7K - $62.8K
|
569
$62.5K
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-140KClosed |
$15.4M - $15.5M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-498Closed |
$54.9K - $55K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-33Closed |
$3.64K - $3.64K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
17.4KNew |
$1.92M - $1.92M
|
17.4K
$1.91M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-295- 30.76% |
$32.5K - $32.6K
|
664
$73K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-200Closed |
$22K - $22.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-27.5KClosed |
$3.03M - $3.03M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.98KClosed |
$548K - $549K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
156KNew |
$17.1M - $17.2M
|
156K
$17.1M
|
|
|
May 11, 2022
Q1 2022
|
American Asset Management Inc.
|
SELL
|
- |
-3.51KClosed |
$386K - $387K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-4.28KClosed |
$472K - $473K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-41.9KClosed |
$4.62M - $4.63M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-8.8KClosed |
$970K - $972K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
54New |
$5.95K - $5.96K
|
54
$5.94K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-18.7KClosed |
$2.06M - $2.06M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-761KClosed |
$83.8M - $84M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-985- 13.52% |
$109K - $109K
|
6.3K
$693K
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.92KClosed |
$432K - $433K
|
0
$0
|
|