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 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25.2KNew |
$2.78M - $2.79M
|
25.2K
$2.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-155- 2.05% |
$17.1K - $17.1K
|
7.42K
$817K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-797- 0.51% |
$87.7K - $88K
|
154K
$17M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-375- 9.99% |
$41.3K - $41.4K
|
3.38K
$372K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.15K+ 73.81% |
$567K - $569K
|
12.1K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
3.63KNew |
$399K - $401K
|
3.63K
$399K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-54.5K- 3.59% |
$5.99M - $6.01M
|
1.46M
$161M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
4.49KNew |
$494K - $495K
|
4.49K
$494K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
53+ 0.3% |
$5.83K - $5.85K
|
18K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-33.5K- 97.99% |
$3.69M - $3.7M
|
688
$75.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-49- 0.28% |
$5.39K - $5.41K
|
17.4K
$1.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
909New |
$100K - $100K
|
909
$100K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-58.1K- 80.87% |
$6.4M - $6.42M
|
13.7K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-206- 8.35% |
$22.7K - $22.8K
|
2.26K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
825+ 9.84% |
$90.8K - $91.1K
|
9.21K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
119New |
$13.1K - $13.1K
|
119
$13.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.24K+ 1.5% |
$247K - $248K
|
151K
$16.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
11.6K+ 139.52% |
$1.27M - $1.28M
|
19.8K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
340+ 8.1% |
$37.4K - $37.6K
|
4.54K
$500K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-484- 1.64% |
$53.3K - $53.5K
|
29K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
132+ 2.25% |
$14.5K - $14.6K
|
6.01K
$661K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-600- 8.12% |
$66K - $66.3K
|
6.79K
$747K
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-2.34K- 24.27% |
$258K - $259K
|
7.31K
$805K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-646- 5.07% |
$71.1K - $71.4K
|
12.1K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-43- 0.22% |
$4.73K - $4.75K
|
19.7K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.63K+ 98.3% |
$839K - $842K
|
15.4K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
700+ 3.89% |
$77K - $77.3K
|
18.7K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-693- 9.65% |
$76.3K - $76.5K
|
6.49K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
388+ 2.46% |
$42.7K - $42.9K
|
16.2K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-4.85K- 8.92% |
$534K - $536K
|
49.5K
$5.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-118- 2.06% |
$13K - $13K
|
5.61K
$618K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
28.1K+ 222.67% |
$3.09M - $3.11M
|
40.7K
$4.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.84KNew |
$642K - $645K
|
5.84K
$643K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-238- 9.03% |
$26.2K - $26.3K
|
2.4K
$264K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.95K- 13.05% |
$214K - $215K
|
13K
$1.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27New |
$2.97K - $2.98K
|
27
$2.97K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13+ 0.68% |
$1.43K - $1.44K
|
1.92K
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 66.67% |
$421K - $423K
|
1.91K
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-380- 10.57% |
$41.8K - $42K
|
3.22K
$354K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
15+ 0.2% |
$1.65K - $1.66K
|
7.46K
$821K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
12.3K+ 1.72% |
$1.35M - $1.35M
|
723K
$79.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
68+ 4.29% |
$7.48K - $7.51K
|
1.65K
$182K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-812- 8.75% |
$89.4K - $89.7K
|
8.47K
$932K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.44K- 9.89% |
$158K - $159K
|
13.1K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.72K- 4.69% |
$300K - $301K
|
55.4K
$6.09M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.15K- 19.2% |
$127K - $127K
|
4.85K
$534K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-579- 23.78% |
$63.7K - $64K
|
1.86K
$204K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
636+ 11.24% |
$70K - $70.3K
|
6.3K
$693K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.52K+ 359.48% |
$937K - $941K
|
10.9K
$1.2M
|