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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2019
Q4 2018
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.11KClosed |
$674K - $675K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-2.54KClosed |
$280K - $281K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-583KClosed |
$64.2M - $64.4M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Mirador Capital Partners LP
|
SELL
|
- |
-9.18KClosed |
$1.01M - $1.01M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.85KClosed |
$204K - $205K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Bank Of The West
|
SELL
|
- |
-5.59KClosed |
$616K - $618K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 09, 2023
Q3 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.71KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$342K
|
|
|
Nov 14, 2018
Q3 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-39Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2.46KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2018
Q2 2018
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.31% |
N/A
|
2.28K
$252K
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-3.05KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Hilton Capital Management, LLC
|
SELL
|
- |
-15.5KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.96KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Tcw Group Inc
|
SELL
|
- |
-176KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-58Closed |
N/A
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.35KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-25KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$110
|
|
|
Nov 14, 2017
Q3 2017
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.55KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-28.2KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
250KNew |
N/A
|
250K
$27.6M
|
|
|
Nov 01, 2017
Q3 2017
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.99KClosed |
N/A
|
0
$0
|
|