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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q2 2019
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-652- 90.81% |
$71.9K - $72.2K
|
66
$7.27K
|
|
|
Aug 21, 2019
Q2 2019
|
Keudell
|
BUY
|
- |
5.06KNew |
$558K - $560K
|
5.06K
$557K
|
|
|
Aug 14, 2019
Q2 2019
|
Q3 Asset Management
|
SELL
|
- |
-23.4KClosed |
$2.58M - $2.59M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.6KClosed |
$1.17M - $1.17M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.33KClosed |
$257K - $258K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-880KClosed |
$97.1M - $97.4M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.94KClosed |
$214K - $215K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.3KClosed |
$1.25M - $1.25M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14.6KClosed |
$1.62M - $1.62M
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Bailard, Inc.
|
SELL
|
- |
-2.55KClosed |
$282K - $283K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Founders Financial Securities LLC
|
SELL
|
- |
-33.6KClosed |
$3.71M - $3.72M
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Riverview Trust CO
|
SELL
|
- |
-524Closed |
$57.8K - $58K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-634KClosed |
$70M - $70.2M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-45KClosed |
$4.96M - $4.98M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-40.5KClosed |
$4.46M - $4.47M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-24.7KClosed |
$2.72M - $2.73M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.69KClosed |
$517K - $519K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.85KClosed |
$204K - $205K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Glassman Wealth Services
|
SELL
|
- |
-119Closed |
$13.1K - $13.2K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-135KClosed |
$14.9M - $14.9M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-12.9KClosed |
$1.42M - $1.43M
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-800Closed |
$88.2K - $88.5K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-79.6KClosed |
$8.78M - $8.81M
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Bt Wealth Management LLC
|
SELL
|
- |
-3.45KClosed |
$380K - $381K
|
0
$0
|
|
| Q4 2018 | |||||||
|
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
$251K
|
|
| 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
|
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
$27.5M
|
|
|
Nov 01, 2017
Q3 2017
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.99KClosed |
N/A
|
0
$0
|
|