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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.26KNew |
$471K - $472K
|
4.26K
$469K
|
|
| 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
|
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$33.2K - $33.2K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-28KClosed |
$3.1M - $3.1M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$118K - $118K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.52KClosed |
$279K - $279K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-34Closed |
$3.76K - $3.77K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.5KClosed |
$387K - $387K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28.7K+ 47.44% |
$3.18M - $3.19M
|
89.3K
$9.84M
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
701New |
$77.6K - $77.8K
|
701
$77.2K
|
|
|
Aug 14, 2020
Q2 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-85Closed |
$9.41K - $9.43K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.58KClosed |
$396K - $397K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
SELL
|
- |
-90.5KClosed |
$10M - $10M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Td Asset Management Inc
|
SELL
|
- |
-13.4KClosed |
$1.49M - $1.49M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-599Closed |
$66.3K - $66.5K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Davidson Investment Advisors
|
SELL
|
- |
-3.77KClosed |
$417K - $418K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Windham Capital Management, LLC
|
SELL
|
- |
-87.2KClosed |
$9.65M - $9.67M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.8KClosed |
$200K - $200K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-471Closed |
$52.1K - $52.3K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-34.1KClosed |
$3.77M - $3.78M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Opus Capital Group, LLC
|
SELL
|
- |
-178KClosed |
$19.7M - $19.8M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-11.5KClosed |
$1.27M - $1.27M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Mainstay Capital Management LLC
|
SELL
|
- |
-206KClosed |
$22.8M - $22.8M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.47KClosed |
$937K - $939K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-828Closed |
$91.7K - $91.9K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Monument Capital Management
|
SELL
|
- |
-14.6KClosed |
$1.61M - $1.62M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.38KClosed |
$706K - $708K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.47KClosed |
$384K - $385K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.95KClosed |
$215K - $216K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-2Closed |
$221 - $222
|
0
$0
|
|