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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-76.2K- 83.48% |
$8.39M - $8.42M
|
15.1K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
14K+ 71.33% |
$1.54M - $1.54M
|
33.5K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
SELL
|
- |
-311- 0.33% |
$34.2K - $34.4K
|
95.1K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
41.5KNew |
$4.57M - $4.59M
|
41.5K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
843K+ 813.63% |
$92.8M - $93.2M
|
947K
$104M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-6.49K- 2.9% |
$715K - $718K
|
217K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.43K- 68.36% |
$157K - $158K
|
660
$72.7K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.27K- 56.41% |
$470K - $472K
|
3.3K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-616- 15.31% |
$67.8K - $68.1K
|
3.41K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-184K- 14.15% |
$20.3M - $20.4M
|
1.12M
$123M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.78K+ 13.91% |
$636K - $639K
|
47.3K
$5.21M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.5K+ 69.91% |
$1.48M - $1.49M
|
32.7K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
272+ 3.45% |
$29.9K - $30.1K
|
8.15K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.97K- 8.33% |
$216K - $217K
|
21.6K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
112+ 0.42% |
$12.3K - $12.4K
|
27K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-47.2K- 12.71% |
$5.19M - $5.21M
|
324K
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.8K- 42.01% |
$1.3M - $1.31M
|
16.3K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.66K- 7.9% |
$1.06M - $1.07M
|
113K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.44KNew |
$489K - $491K
|
4.44K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.66K+ 66.78% |
$513K - $515K
|
11.6K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
170K+ 42.88% |
$18.7M - $18.7M
|
565K
$62.2M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-515K- 97.11% |
$56.7M - $56.9M
|
15.3K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
392+ 237.58% |
$43.2K - $43.3K
|
557
$61.3K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.09K- 3.02% |
$120K - $120K
|
35K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.7K+ 72.64% |
$4.15M - $4.16M
|
89.5K
$9.86M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-22.7K- 92.93% |
$2.5M - $2.5M
|
1.72K
$190K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.06K- 23.95% |
$557K - $559K
|
16.1K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-519- 33.86% |
$57.1K - $57.4K
|
1.01K
$112K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
15.7K+ 19.2% |
$1.73M - $1.74M
|
97.7K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
242K+ 19.01% |
$26.7M - $26.8M
|
1.52M
$167M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
227K+ 84.63% |
$25M - $25.1M
|
495K
$54.5M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.57KNew |
$393K - $395K
|
3.57K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
253+ 8.5% |
$27.9K - $28K
|
3.23K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37New |
$4.07K - $4.09K
|
37
$4.07K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-16.4K- 3.34% |
$1.8M - $1.81M
|
475K
$52.3M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.54KNew |
$280K - $281K
|
2.54K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.97K- 70.45% |
$1.1M - $1.1M
|
4.18K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
105K+ 180.02% |
$11.5M - $11.6M
|
163K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
21.2KNew |
$2.34M - $2.35M
|
21.2K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
70.2K+ 139.1% |
$7.73M - $7.75M
|
121K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
36.1K+ 582.56% |
$3.98M - $3.99M
|
42.4K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.25K- 3.48% |
$248K - $248K
|
62.4K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
338K+ 3242.12% |
$37.2M - $37.3M
|
348K
$38.3M
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
2.75K+ 24.44% |
$303K - $304K
|
14K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
587KNew |
$64.6M - $64.8M
|
587K
$64.6M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-9.99K- 19.17% |
$1.1M - $1.1M
|
42.1K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.16K- 3.43% |
$238K - $238K
|
60.8K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.5K+ 5.35% |
$4.35M - $4.37M
|
778K
$85.6M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
48.3KNew |
$5.32M - $5.33M
|
48.3K
$5.31M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-1.93K- 5.25% |
$212K - $213K
|
34.7K
$3.82M
|