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 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
30.2K+ 8.22% |
$3.33M - $3.34M
|
398K
$43.8M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.35K- 28.01% |
$369K - $370K
|
8.61K
$948K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$244K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
39K+ 669.74% |
$4.3M - $4.31M
|
44.8K
$4.94M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-193- 2.66% |
$21.3K - $21.3K
|
7.07K
$779K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.06KNew |
$337K - $338K
|
3.06K
$337K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
25.6K+ 6.07% |
$2.82M - $2.83M
|
447K
$49.2M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.71KNew |
$519K - $521K
|
4.71K
$519K
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
236KNew |
$25.9M - $26M
|
236K
$25.9M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-27- 0.14% |
$2.97K - $2.98K
|
19.2K
$2.11M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
17New |
$1.87K - $1.88K
|
17
$1.87K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13+ 0.95% |
$1.43K - $1.44K
|
1.39K
$153K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-2.02K- 18.59% |
$222K - $223K
|
8.83K
$972K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
70New |
$7.71K - $7.74K
|
70
$7.71K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.52KNew |
$278K - $279K
|
2.52K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.85K- 14.79% |
$203K - $204K
|
10.7K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12KNew |
$1.32M - $1.33M
|
12K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-756- 6.89% |
$83.2K - $83.5K
|
10.2K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-166- 1.26% |
$18.3K - $18.3K
|
13K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
49.3KNew |
$5.43M - $5.45M
|
49.3K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.66KNew |
$293K - $294K
|
2.66K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.53K+ 18.7% |
$830K - $833K
|
47.8K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-329K- 92.34% |
$36.2M - $36.3M
|
27.3K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-175- 2.26% |
$19.3K - $19.3K
|
7.56K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
63New |
$6.94K - $6.96K
|
63
$6.94K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.37K+ 3.91% |
$150K - $151K
|
36.3K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
215+ 7.99% |
$23.7K - $23.8K
|
2.91K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.81K- 1.14% |
$419K - $421K
|
331K
$36.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-430- 0.47% |
$47.3K - $47.5K
|
91.6K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.72K+ 38.69% |
$410K - $412K
|
13.3K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.2K+ 76.23% |
$4.42M - $4.44M
|
92.9K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.49K+ 7.85% |
$274K - $275K
|
34.2K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
163+ 3.23% |
$17.9K - $18K
|
5.2K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.83K+ 260.43% |
$1.08M - $1.09M
|
13.6K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26KNew |
$2.86M - $2.87M
|
26K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-170K- 45.51% |
$18.8M - $18.8M
|
204K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.4K- 2.35% |
$6.87M - $6.9M
|
2.59M
$285M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.8K+ 0.95% |
$5.38M - $5.4M
|
5.21M
$573M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.96K- 69.74% |
$546K - $548K
|
2.15K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
7.35KNew |
$810K - $813K
|
7.35K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
12.3K+ 33.37% |
$1.35M - $1.36M
|
49K
$5.39M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.85KNew |
$314K - $315K
|
2.85K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
29KNew |
$3.19M - $3.2M
|
29K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.98K+ 17.99% |
$218K - $219K
|
13K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.59K- 33.64% |
$615K - $618K
|
11K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
233+ 0.61% |
$25.7K - $25.7K
|
38.5K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
767+ 23.89% |
$84.5K - $84.8K
|
3.98K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 1.15% |
$1.29M - $1.3M
|
1.01M
$111M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 15.7% |
$1.5M - $1.5M
|
100K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.44K+ 52.78% |
$159K - $159K
|
4.17K
$459K
|