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 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.6K+ 6.16% |
$286K - $287K
|
44.8K
$4.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.2K+ 8.76% |
$1.12M - $1.13M
|
126K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
12.2KNew |
$1.34M - $1.35M
|
12.2K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
454New |
$50K - $50.2K
|
454
$50.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
9.44K+ 40.09% |
$1.04M - $1.04M
|
33K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
18+ 1.53% |
$1.98K - $1.99K
|
1.19K
$132K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
805New |
$88.6K - $89.1K
|
805
$88.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-304- 14.05% |
$33.5K - $33.6K
|
1.86K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.32K- 12.96% |
$1.03M - $1.03M
|
62.6K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
9.73KNew |
$1.07M - $1.08M
|
9.73K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31.4K- 37.11% |
$3.46M - $3.47M
|
53.2K
$5.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-808- 15.81% |
$88.9K - $89.4K
|
4.3K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.5K- 31.75% |
$2.03M - $2.04M
|
39.7K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-102K- 5.18% |
$11.2M - $11.2M
|
1.86M
$205M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
51.1K+ 7.25% |
$5.62M - $5.65M
|
756K
$83.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
29New |
$3.19K - $3.21K
|
29
$3.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 57.14% |
$220K - $221K
|
5.5K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-382K- 9.32% |
$42M - $42.2M
|
3.71M
$410M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
117+ 3.08% |
$12.9K - $12.9K
|
3.92K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.56K- 18.74% |
$832K - $836K
|
32.8K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
975+ 7.02% |
$107K - $108K
|
14.9K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
28K+ 40.03% |
$3.08M - $3.1M
|
98K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-104K- 30.58% |
$11.5M - $11.5M
|
236K
$26.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.1K- 37.78% |
$231K - $232K
|
3.46K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.1K- 15.86% |
$7.49M - $7.53M
|
361K
$39.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.95K+ 12.83% |
$325K - $326K
|
26K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.6K+ 3.99% |
$396K - $398K
|
93.8K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-253K- 33.02% |
$27.9M - $28M
|
514K
$56.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
7+ 0.94% |
$770 - $774
|
752
$83K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.1K- 6.38% |
$451K - $453K
|
60.1K
$6.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-667- 3.18% |
$73.4K - $73.8K
|
20.3K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
84.1K+ 27.49% |
$9.25M - $9.3M
|
390K
$43M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
162K+ 29.67% |
$17.8M - $17.9M
|
706K
$77.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.8KNew |
$4.38M - $4.4M
|
39.8K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
17.1K+ 3.15% |
$1.89M - $1.9M
|
561K
$61.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
95.9K+ 953.58% |
$10.5M - $10.6M
|
106K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43New |
$4.73K - $4.76K
|
43
$4.74K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.73K+ 44.09% |
$300K - $301K
|
8.91K
$982K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-40.4K- 66.89% |
$4.45M - $4.47M
|
20K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.71K- 7.27% |
$408K - $411K
|
47.4K
$5.23M
|
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
43+ 0.86% |
$4.73K - $4.76K
|
5.04K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.68K- 26.73% |
$735K - $739K
|
18.3K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-16.2K- 27.76% |
$1.78M - $1.79M
|
42.1K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
251+ 4.21% |
$27.6K - $27.8K
|
6.22K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.12K- 10.95% |
$233K - $235K
|
17.2K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-442- 7.59% |
$48.6K - $48.9K
|
5.38K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.2K- 35.5% |
$1.34M - $1.35M
|
22.2K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
67+ 0.96% |
$7.37K - $7.41K
|
7.08K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
63+ 4.23% |
$6.93K - $6.97K
|
1.55K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-15.1K- 61.26% |
$1.66M - $1.67M
|
9.54K
$1.05M
|