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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.42KNew |
$376K - $378K
|
3.42K
$378K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-69.7K- 74.89% |
$7.67M - $7.71M
|
23.4K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.53K- 9.44% |
$387K - $390K
|
33.8K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
585+ 11.03% |
$64.3K - $64.7K
|
5.89K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
329+ 3.08% |
$36.2K - $36.4K
|
11K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.91K+ 6.58% |
$320K - $322K
|
47.2K
$5.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.05K+ 18.3% |
$225K - $226K
|
13.2K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.93K+ 29.66% |
$432K - $435K
|
17.2K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.62K+ 83.67% |
$1.06M - $1.06M
|
21.1K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
77+ 2.24% |
$8.46K - $8.51K
|
3.51K
$387K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
6.11KNew |
$671K - $675K
|
6.11K
$674K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.64KNew |
$290K - $292K
|
2.64K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-236K- 23.34% |
$26M - $26.1M
|
777K
$85.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-7.5K- 64.81% |
$824K - $829K
|
4.07K
$449K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
31.3KNew |
$3.44M - $3.46M
|
31.3K
$3.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
89+ 2.74% |
$9.78K - $9.84K
|
3.34K
$368K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.01KNew |
$770K - $775K
|
7.01K
$773K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-885- 13.77% |
$97.3K - $97.9K
|
5.54K
$611K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
100New |
$11K - $11.1K
|
100
$11K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.75K- 7.22% |
$522K - $525K
|
61K
$6.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
10.8KNew |
$1.18M - $1.19M
|
10.8K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-910- 14.74% |
$100K - $101K
|
5.26K
$581K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-449- 5.82% |
$49.4K - $49.6K
|
7.27K
$802K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.01K- 7.74% |
$111K - $111K
|
12K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.16K+ 44.32% |
$678K - $682K
|
20.1K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
41.3KNew |
$4.54M - $4.57M
|
41.3K
$4.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
265+ 5.03% |
$29.1K - $29.3K
|
5.54K
$611K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.16K- 15.87% |
$567K - $570K
|
27.3K
$3.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-21.6K- 49.49% |
$2.38M - $2.39M
|
22.1K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.08K+ 15.21% |
$229K - $230K
|
15.8K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.9K+ 10.52% |
$1.74M - $1.75M
|
167K
$18.4M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
48.8K+ 23.7% |
$5.36M - $5.39M
|
255K
$28.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.58K+ 11.35% |
$1.05M - $1.06M
|
93.9K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
81.3K+ 294.82% |
$8.94M - $8.99M
|
109K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8.9K+ 84.15% |
$979K - $985K
|
19.5K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
14.4K+ 118.29% |
$1.59M - $1.59M
|
26.6K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-491- 7.71% |
$54K - $54.3K
|
5.88K
$649K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30.6K- 10.84% |
$3.36M - $3.38M
|
252K
$27.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
227+ 11.51% |
$25K - $25.1K
|
2.2K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-43.7K- 62.38% |
$4.81M - $4.84M
|
26.4K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
98.9K+ 311.43% |
$10.9M - $10.9M
|
131K
$14.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-202- 1.8% |
$22.2K - $22.3K
|
11K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
22+ 1.18% |
$2.42K - $2.43K
|
1.89K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.55K- 19.52% |
$610K - $614K
|
22.9K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.24KNew |
$467K - $469K
|
4.24K
$468K
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-42.4K- 22.48% |
$4.66M - $4.69M
|
146K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
17.2K+ 9.24% |
$1.89M - $1.9M
|
203K
$22.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
774+ 7.59% |
$85.1K - $85.6K
|
11K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-6.76K- 5.53% |
$743K - $747K
|
115K
$12.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-556- 10.59% |
$61.1K - $61.5K
|
4.69K
$518K
|