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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2021
Q1 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-2.4KClosed |
$265K - $265K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-132Closed |
$14.6K - $14.6K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-43Closed |
$4.75K - $4.75K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 12.5% |
$11.1K - $11.1K
|
700
$76.9K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-555Closed |
$61.3K - $61.3K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
2.57KNew |
$284K - $284K
|
2.57K
$283K
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2KClosed |
$221K - $222K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1KClosed |
$111K - $111K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9.92KClosed |
$1.1M - $1.1M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Dakota Wealth Management
|
SELL
|
- |
-2.51KClosed |
$277K - $277K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.85KClosed |
$204K - $205K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-38.3KClosed |
$4.23M - $4.24M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-3.61KClosed |
$399K - $400K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-410Closed |
$45.3K - $45.4K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.46KClosed |
$161K - $162K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-52- 30.41% |
$5.75K - $5.76K
|
119
$13.1K
|
|
|
Feb 09, 2021
Q4 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200Closed |
$22.1K - $22.1K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-76.9KClosed |
$8.5M - $8.51M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.62KClosed |
$732K - $733K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-52Closed |
$5.75K - $5.76K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-41Closed |
$4.53K - $4.54K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Simpli Fi, Inc.
|
SELL
|
- |
-143KClosed |
$15.8M - $15.8M
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-311KClosed |
$34.4M - $34.5M
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Evergreen Advisors, LLC
|
SELL
|
- |
-9.7KClosed |
$1.07M - $1.07M
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-388- 74.9% |
$42.9K - $43K
|
130
$14.3K
|
|
|
Jan 19, 2021
Q4 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-26.6KClosed |
$2.94M - $2.94M
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-27Closed |
$2.98K - $2.99K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-140KClosed |
$15.5M - $15.5M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.26KNew |
$471K - $472K
|
4.26K
$468K
|
|
| Q3 2020 | |||||||
|
May 14, 2021
Q3 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-48.2KClosed |
$5.34M - $5.34M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-104Closed |
$11.5K - $11.5K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.86KClosed |
$428K - $428K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-180KClosed |
$19.9M - $19.9M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17.4KClosed |
$1.92M - $1.92M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-4.45KClosed |
$492K - $493K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.36KClosed |
$261K - $261K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-450Closed |
$49.8K - $49.8K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bahl & Gaynor Inc
|
SELL
|
- |
-15.4KClosed |
$1.71M - $1.71M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.08KClosed |
$341K - $341K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-57.4KClosed |
$6.35M - $6.36M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Excalibur Management Corp
|
SELL
|
- |
-17.3KClosed |
$1.92M - $1.92M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-4.5KClosed |
$498K - $498K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.97KClosed |
$218K - $218K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-3.29KClosed |
$364K - $364K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.99KClosed |
$220K - $220K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.59KClosed |
$287K - $287K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-734KClosed |
$81.3M - $81.3M
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Elm Partners Management LLC
|
SELL
|
- |
-41Closed |
$4.54K - $4.54K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Hudson Capital Management LLC
|
SELL
|
- |
-129KClosed |
$14.3M - $14.3M
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.76KClosed |
$305K - $305K
|
0
$0
|
|