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
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$279K - $281K
|
2.54K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
710+ 2.07% |
$78.1K - $78.5K
|
35K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.04K- 23.09% |
$114K - $115K
|
3.47K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
190K+ 267.02% |
$20.9M - $21M
|
261K
$28.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-400- 5.77% |
$44K - $44.3K
|
6.53K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.58K+ 20.4% |
$284K - $285K
|
15.2K
$1.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.93K- 3.59% |
$432K - $434K
|
105K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.69K- 36.01% |
$295K - $297K
|
4.77K
$524K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-579- 19.54% |
$63.7K - $64.1K
|
2.38K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.53K+ 99.85% |
$498K - $501K
|
9.06K
$996K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.73M+ 23.73% |
$191M - $192M
|
9.03M
$993M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.8K- 49.43% |
$1.19M - $1.2M
|
11.1K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-245- 15.36% |
$27K - $27.1K
|
1.35K
$148K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-153- 0.22% |
$16.8K - $16.9K
|
68.9K
$7.57M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
70KNew |
$7.7M - $7.74M
|
70K
$7.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
48+ 0.72% |
$5.28K - $5.31K
|
6.71K
$737K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
69KNew |
$7.6M - $7.64M
|
69K
$7.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.59K+ 2.4% |
$175K - $176K
|
67.7K
$7.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.04K+ 40.94% |
$555K - $557K
|
17.3K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.98K+ 0.11% |
$218K - $219K
|
1.79M
$196M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.78K+ 45.85% |
$415K - $418K
|
12K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-48- 1.35% |
$5.28K - $5.31K
|
3.5K
$384K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-307- 11.88% |
$33.8K - $34K
|
2.28K
$250K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.05KNew |
$226K - $227K
|
2.05K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-23.2K- 55.06% |
$2.55M - $2.57M
|
18.9K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.02KNew |
$882K - $887K
|
8.02K
$881K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.66K+ 39.1% |
$183K - $184K
|
5.91K
$649K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-304- 9.84% |
$33.5K - $33.6K
|
2.78K
$306K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-55- 0.13% |
$6.05K - $6.08K
|
43.6K
$4.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.21K- 37.96% |
$1.01M - $1.02M
|
15.1K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.66K+ 4.09% |
$403K - $405K
|
93.1K
$10.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6.85K- 33.5% |
$754K - $758K
|
13.6K
$1.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-29.7K- 40.2% |
$3.27M - $3.29M
|
44.2K
$4.86M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
6.03K+ 3.11% |
$663K - $667K
|
200K
$22M
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-428- 0.68% |
$47.1K - $47.3K
|
62.6K
$6.88M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
70.1KNew |
$7.72M - $7.76M
|
70.1K
$7.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
83+ 4.31% |
$9.13K - $9.18K
|
2.01K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
10.8K+ 96.72% |
$1.19M - $1.19M
|
21.9K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15.9K+ 26.57% |
$1.75M - $1.76M
|
75.8K
$8.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
146+ 6.49% |
$16.1K - $16.2K
|
2.4K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.47K+ 33.94% |
$381K - $383K
|
13.7K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.21K+ 9.52% |
$463K - $465K
|
48.4K
$5.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
707+ 21.78% |
$77.8K - $78.2K
|
3.95K
$435K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.33K- 35.13% |
$477K - $479K
|
8K
$879K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-16.1K- 69.52% |
$1.78M - $1.78M
|
7.07K
$777K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
433New |
$47.7K - $47.9K
|
433
$47.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.2K+ 23.51% |
$1.45M - $1.46M
|
69.4K
$7.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.1K- 12.92% |
$231K - $232K
|
14.2K
$1.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
833+ 18.77% |
$91.7K - $92.2K
|
5.27K
$579K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
47New |
$5.17K - $5.2K
|
47
$5.17K
|