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 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
30.1K+ 72.58% |
$3.31M - $3.32M
|
71.5K
$7.87M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
81.6K+ 48.03% |
$8.98M - $9.02M
|
251K
$27.7M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.15K+ 36.28% |
$347K - $348K
|
11.8K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-42K- 18.99% |
$4.63M - $4.65M
|
179K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 6.25% |
$129K - $129K
|
17.6K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
293K+ 26.05% |
$32.2M - $32.3M
|
1.42M
$156M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-43- 1.99% |
$4.73K - $4.75K
|
2.12K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.5K- 2.8% |
$4.02M - $4.04M
|
1.27M
$139M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.48K+ 43.28% |
$163K - $164K
|
4.9K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.13KNew |
$235K - $235K
|
2.13K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.53K+ 132.99% |
$498K - $500K
|
7.93K
$873K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.14K- 12.25% |
$126K - $126K
|
8.19K
$901K
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
35+ 0.68% |
$3.85K - $3.87K
|
5.16K
$568K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
105+ 1.43% |
$11.6K - $11.6K
|
7.46K
$822K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.2K+ 5.3% |
$3.33M - $3.34M
|
601K
$66.1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-14.1K- 23.24% |
$1.56M - $1.56M
|
46.7K
$5.14M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-16.5K- 60.66% |
$1.81M - $1.82M
|
10.7K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-83.1K- 22.47% |
$9.15M - $9.18M
|
287K
$31.6M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
25.5K+ 6.68% |
$2.81M - $2.82M
|
407K
$44.8M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-50- 6.67% |
$5.51K - $5.53K
|
700
$77.1K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.88K- 63.33% |
$537K - $539K
|
2.83K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
15+ 107.14% |
$1.65K - $1.66K
|
29
$3.19K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-12- 2.75% |
$1.32K - $1.33K
|
425
$46.8K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
51.5K+ 509.84% |
$5.67M - $5.69M
|
61.5K
$6.77M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
6.52K+ 62.54% |
$718K - $721K
|
16.9K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
82.8K+ 4.74% |
$9.12M - $9.15M
|
1.83M
$202M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
378+ 3.71% |
$41.6K - $41.8K
|
10.6K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.63K- 15.26% |
$179K - $180K
|
9.05K
$997K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-113- 1.7% |
$12.4K - $12.5K
|
6.54K
$720K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
132K+ 54.87% |
$14.6M - $14.6M
|
374K
$41.2M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-409- 7.38% |
$45K - $45.2K
|
5.13K
$565K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
58+ 11.37% |
$6.39K - $6.41K
|
568
$62.5K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5.45KNew |
$600K - $602K
|
5.45K
$599K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.42K- 5.32% |
$487K - $488K
|
78.7K
$8.66M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.4K+ 2.62% |
$264K - $265K
|
93.7K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.51K- 4.24% |
$717K - $720K
|
147K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
64KNew |
$7.04M - $7.07M
|
64K
$7.04M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
32.4K+ 12.74% |
$3.57M - $3.59M
|
287K
$31.6M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
9.68K+ 23047.62% |
$1.07M - $1.07M
|
9.72K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-97K- 53.91% |
$10.7M - $10.7M
|
83K
$9.13M
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-41.6K- 86.08% |
$4.58M - $4.6M
|
6.73K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
616New |
$67.8K - $68.1K
|
616
$67.8K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
170K+ 74.93% |
$18.7M - $18.8M
|
397K
$43.8M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.89K+ 8.32% |
$208K - $209K
|
24.6K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.39K- 25.63% |
$373K - $375K
|
9.84K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-474K- 54.86% |
$52.2M - $52.4M
|
390K
$42.9M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-41.7K- 26.57% |
$4.59M - $4.6M
|
115K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
72New |
$7.93K - $7.96K
|
72
$7.93K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
51.5KNew |
$5.67M - $5.69M
|
51.5K
$5.67M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-141K- 55.63% |
$15.6M - $15.6M
|
113K
$12.4M
|