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 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-70.5K- 69.34% |
$7.76M - $7.8M
|
31.2K
$3.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
409+ 6.04% |
$45K - $45.2K
|
7.18K
$792K
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-45- 1.01% |
$4.95K - $4.98K
|
4.43K
$489K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-74.8K- 63.13% |
$8.23M - $8.28M
|
43.7K
$4.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
715+ 34.61% |
$78.7K - $79.1K
|
2.78K
$307K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.16K- 32.15% |
$678K - $682K
|
13K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-5.52K- 30.12% |
$608K - $611K
|
12.8K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
30K+ 60.0% |
$3.3M - $3.32M
|
80K
$8.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-315K- 19.87% |
$34.6M - $34.8M
|
1.27M
$140M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
13.1K+ 8.61% |
$1.44M - $1.45M
|
165K
$18.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
90New |
$9.9K - $9.96K
|
90
$9.93K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
12.5K+ 7.28% |
$1.38M - $1.39M
|
185K
$20.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.39K- 32.51% |
$263K - $264K
|
4.95K
$546K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
704+ 6.52% |
$77.5K - $77.9K
|
11.5K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-264- 1.04% |
$29.1K - $29.2K
|
25.2K
$2.78M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
9.25K+ 8.19% |
$1.02M - $1.02M
|
122K
$13.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-11.1M- 94.26% |
$1.23B - $1.23B
|
679K
$74.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
226+ 24.94% |
$24.9K - $25K
|
1.13K
$125K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
156K+ 2884.78% |
$17.1M - $17.2M
|
161K
$17.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.5K+ 89.16% |
$275K - $277K
|
5.3K
$585K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.66K+ 16.2% |
$623K - $626K
|
40.6K
$4.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.2K+ 10.23% |
$2.88M - $2.9M
|
282K
$31.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.53K- 5.27% |
$168K - $169K
|
27.4K
$3.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 33.33% |
$110 - $111
|
2
$221
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-564- 1.24% |
$62.1K - $62.4K
|
44.8K
$4.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.72K- 5.18% |
$519K - $522K
|
86.3K
$9.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88+ 2.57% |
$9.68K - $9.74K
|
3.51K
$387K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.2KNew |
$1.34M - $1.35M
|
12.2K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-21- 0.35% |
$2.31K - $2.32K
|
6.05K
$667K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13.5K- 35.87% |
$1.48M - $1.49M
|
24K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.1K+ 12.23% |
$341K - $343K
|
28.4K
$3.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-166- 2.63% |
$18.3K - $18.4K
|
6.16K
$679K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.53KNew |
$278K - $279K
|
2.53K
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.1K+ 42.48% |
$1.22M - $1.23M
|
37.2K
$4.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.7K+ 36.36% |
$187K - $188K
|
6.37K
$703K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
93+ 13.78% |
$10.2K - $10.3K
|
768
$84.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-649- 2.26% |
$71.4K - $71.8K
|
28.1K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
59KNew |
$6.49M - $6.52M
|
59K
$6.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-408- 96.45% |
$44.9K - $45.1K
|
15
$1.65K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2New |
$220 - $221
|
2
$221
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.02K- 11.91% |
$333K - $335K
|
22.4K
$2.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Management Associates Inc
|
BUY
|
- |
8.83K+ 71.42% |
$971K - $977K
|
21.2K
$2.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-45- 0.86% |
$4.95K - $4.98K
|
5.2K
$574K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.16K- 13.44% |
$128K - $128K
|
7.47K
$824K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.09KNew |
$340K - $341K
|
3.09K
$340K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.27K- 22.11% |
$139K - $140K
|
4.46K
$492K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.83KNew |
$201K - $202K
|
1.83K
$201K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.37K+ 1.84% |
$371K - $373K
|
186K
$20.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 3.41% |
$266K - $267K
|
73.3K
$8.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.41K- 8.87% |
$375K - $377K
|
35.1K
$3.87M
|