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 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-110K- 32.7% |
$12.1M - $12.2M
|
227K
$25.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.13K+ 2.34% |
$124K - $125K
|
49.3K
$5.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-15.5K- 20.59% |
$1.71M - $1.72M
|
59.9K
$6.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.04K- 1.33% |
$225K - $226K
|
151K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
810+ 9.75% |
$89.1K - $89.6K
|
9.12K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29.6K- 15.47% |
$3.26M - $3.27M
|
162K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-541- 3.73% |
$59.5K - $59.9K
|
14K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
18.3K+ 4.38% |
$2.01M - $2.03M
|
436K
$48.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
107+ 1.28% |
$11.8K - $11.8K
|
8.46K
$934K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-21- 0.18% |
$2.31K - $2.32K
|
11.6K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-27.8K- 54.66% |
$3.06M - $3.07M
|
23K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-24.4K- 58.42% |
$2.68M - $2.7M
|
17.4K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.43K- 14.36% |
$267K - $269K
|
14.5K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-289K- 62.88% |
$31.8M - $31.9M
|
170K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27.8KNew |
$3.06M - $3.08M
|
27.8K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-21.2K- 6.62% |
$2.33M - $2.34M
|
298K
$32.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.75K+ 10.83% |
$302K - $304K
|
28.1K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.7K+ 4.68% |
$1.62M - $1.63M
|
329K
$36.3M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39.9K- 68.05% |
$4.39M - $4.41M
|
18.7K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-4- 0.06% |
$440 - $443
|
6.43K
$710K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26+ 1.27% |
$2.86K - $2.88K
|
2.07K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
12.1K+ 68.99% |
$1.33M - $1.34M
|
29.6K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
40.4KNew |
$4.45M - $4.47M
|
40.4K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
228+ 5.83% |
$25.1K - $25.2K
|
4.14K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
4.25K+ 90.43% |
$468K - $470K
|
8.95K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-89- 2.62% |
$9.79K - $9.85K
|
3.31K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.8KNew |
$1.41M - $1.42M
|
12.8K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
51+ 8.47% |
$5.61K - $5.64K
|
653
$72K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.47K- 20.29% |
$272K - $273K
|
9.7K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
899+ 13.7% |
$98.9K - $99.5K
|
7.46K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.69MNew |
$186M - $187M
|
1.69M
$186M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.43K- 0.72% |
$378K - $380K
|
475K
$52.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-191- 11.51% |
$21K - $21.1K
|
1.47K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-45- 0.49% |
$4.95K - $4.98K
|
9.11K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-3.25K- 29.41% |
$358K - $360K
|
7.81K
$862K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.8K- 0.22% |
$308K - $310K
|
1.25M
$138M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.58K+ 6.39% |
$174K - $175K
|
26.3K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.17K- 26.25% |
$128K - $129K
|
3.28K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.33K+ 92.36% |
$587K - $590K
|
11.1K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-804- 5.19% |
$88.5K - $88.9K
|
14.7K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-403- 17.41% |
$44.4K - $44.6K
|
1.91K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
520+ 1.25% |
$57.2K - $57.5K
|
42.1K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
788+ 11.45% |
$86.7K - $87.2K
|
7.67K
$847K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.32K- 8.16% |
$365K - $367K
|
37.3K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-93.6K- 33.16% |
$10.3M - $10.4M
|
189K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-4.03K- 27.88% |
$443K - $445K
|
10.4K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.41K+ 153.03% |
$926K - $931K
|
13.9K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-34.6K- 38.16% |
$3.81M - $3.83M
|
56.1K
$6.19M
|