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 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-400- 6.96% |
$44K - $44.2K
|
5.35K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-39.6K- 30.22% |
$4.36M - $4.37M
|
91.4K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
595+ 3.2% |
$65.5K - $65.8K
|
19.2K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.1K+ 6.23% |
$2.54M - $2.55M
|
394K
$43.4M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
92.4KNew |
$10.2M - $10.2M
|
92.4K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-914K- 61.5% |
$101M - $101M
|
572K
$62.9M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 0.78% |
$551 - $553
|
646
$71.1K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-12.4K- 6.19% |
$1.36M - $1.37M
|
188K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-34.8K- 20.09% |
$3.83M - $3.84M
|
138K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-725- 9.51% |
$79.8K - $80.1K
|
6.9K
$759K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
980+ 79.42% |
$108K - $108K
|
2.21K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.44KNew |
$379K - $380K
|
3.44K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
203K+ 24.19% |
$22.3M - $22.4M
|
1.04M
$115M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-8.25K- 56.9% |
$908K - $912K
|
6.25K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-843- 3.8% |
$92.8K - $93.2K
|
21.3K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19K- 5.65% |
$2.09M - $2.1M
|
317K
$34.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-73.3K- 15.14% |
$8.07M - $8.1M
|
411K
$45.2M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-135- 1.42% |
$14.9K - $14.9K
|
9.34K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
10.7K+ 37.63% |
$1.18M - $1.18M
|
39.1K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.64KNew |
$181K - $182K
|
1.64K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.35KClosed |
$589K - $591K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 8.31% |
$382K - $384K
|
38.3K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.11K- 27.9% |
$232K - $233K
|
5.44K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-48.6K- 62.0% |
$5.36M - $5.37M
|
29.8K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.09K- 52.1% |
$230K - $230K
|
1.92K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-358- 3.54% |
$39.4K - $39.6K
|
9.77K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.11K+ 11.65% |
$232K - $233K
|
20.2K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-915- 25.39% |
$101K - $101K
|
2.69K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.77K- 14.71% |
$194K - $195K
|
10.2K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39New |
$4.29K - $4.31K
|
39
$4.29K
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
26.5K+ 100.0% |
$2.92M - $2.93M
|
53K
$5.83M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-333K- 27.99% |
$36.7M - $36.8M
|
857K
$94.4M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.9K- 41.63% |
$2.41M - $2.42M
|
30.7K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
146+ 3.47% |
$16.1K - $16.1K
|
4.35K
$479K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-5.05K- 6.71% |
$556K - $558K
|
70.2K
$7.73M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-24.1K- 33.91% |
$2.66M - $2.67M
|
47.1K
$5.18M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.61K- 22.92% |
$177K - $177K
|
5.4K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
166K+ 4623.23% |
$18.3M - $18.4M
|
170K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
64+ 0.47% |
$7.05K - $7.07K
|
13.6K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46New |
$5.07K - $5.08K
|
46
$5.06K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10- 90.91% |
$1.1K - $1.11K
|
1
$110
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-610K- 78.6% |
$67.2M - $67.5M
|
166K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.2K- 0.32% |
$1.34M - $1.35M
|
3.84M
$423M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
324New |
$35.7K - $35.8K
|
324
$35.7K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
74+ 11.33% |
$8.15K - $8.18K
|
727
$80K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-94.2K- 28.37% |
$10.4M - $10.4M
|
238K
$26.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.2K- 22.23% |
$683K - $685K
|
21.7K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-85- 3.69% |
$9.36K - $9.39K
|
2.22K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-464- 4.31% |
$51.1K - $51.3K
|
10.3K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.07KNew |
$338K - $339K
|
3.07K
$338K
|