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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
8.03KNew |
$887K - $888K
|
8.03K
$883K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.39K- 33.52% |
$263K - $264K
|
4.73K
$520K
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-12.3KClosed |
$1.36M - $1.36M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
882New |
$97.4K - $97.5K
|
882
$97K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-4.8KClosed |
$530K - $530K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-4.02KClosed |
$444K - $444K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-7.22KClosed |
$798K - $798K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-12.1KClosed |
$1.34M - $1.34M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-373Closed |
$41.2K - $41.2K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.89KClosed |
$319K - $319K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.35KClosed |
$259K - $259K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-2.03KClosed |
$224K - $225K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.69KNew |
$518K - $518K
|
4.69K
$515K
|
|
|
Oct 21, 2021
Q3 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-15.9KClosed |
$1.75M - $1.75M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 16.16% |
$55.2K - $55.3K
|
2.6K
$285K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
500+ 12.06% |
$55.2K - $55.3K
|
4.65K
$511K
|
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-375KClosed |
$41.4M - $41.4M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-20.5KClosed |
$2.27M - $2.27M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-7.46KClosed |
$824K - $825K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-356Closed |
$39.3K - $39.3K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-114KClosed |
$12.6M - $12.6M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-17.3KClosed |
$1.91M - $1.91M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-21.2KClosed |
$2.34M - $2.34M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-44Closed |
$4.86K - $4.86K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.79KClosed |
$308K - $308K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.23KClosed |
$246K - $246K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3.01KClosed |
$333K - $333K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-27Closed |
$2.98K - $2.98K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.51KClosed |
$277K - $278K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27Closed |
$2.98K - $2.98K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-4Closed |
$442 - $442
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
20.8KNew |
$2.3M - $2.3M
|
20.8K
$2.29M
|
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-118Closed |
$13K - $13K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management
|
BUY
|
- |
23+ 2.15% |
$2.54K - $2.54K
|
1.09K
$120K
|
|
|
Jul 12, 2021
Q2 2021
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
2.2KNew |
$243K - $243K
|
2.2K
$242K
|
|
|
Jul 09, 2021
Q2 2021
|
Adviser Investments LLC
|
SELL
|
- |
-7.12KClosed |
$787K - $787K
|
0
$0
|
|
|
Jul 07, 2021
Q2 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.52KClosed |
$168K - $168K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
35New |
$3.87K - $3.87K
|
35
$3.85K
|
|
|
May 18, 2021
Q1 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-335Closed |
$37K - $37K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-13.9KClosed |
$1.53M - $1.53M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Covalis Capital LLP
London, X0 |
SELL
|
- |
-53.3K- 84.2% |
$5.89M - $5.89M
|
10K
$1.1M
|
|
|
May 14, 2021
Q1 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-405- 43.5% |
$44.8K - $44.8K
|
526
$57.8K
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-359Closed |
$39.7K - $39.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.71KClosed |
$852K - $852K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.99KClosed |
$552K - $552K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.98KClosed |
$219K - $219K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.42KClosed |
$156K - $156K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.05KClosed |
$779K - $779K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-5.44KClosed |
$601K - $601K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-80Closed |
$8.84K - $8.84K
|
0
$0
|
|