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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.4K+ 3.88% |
$3.46M - $3.47M
|
840K
$92.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
500+ 6.02% |
$55K - $55.3K
|
8.8K
$968K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.94K- 4.28% |
$324K - $325K
|
65.7K
$7.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
177+ 0.23% |
$19.5K - $19.6K
|
78.3K
$8.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
537+ 12.23% |
$59.1K - $59.4K
|
4.93K
$542K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5.23K- 16.44% |
$576K - $579K
|
26.6K
$2.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
36.9K+ 14.22% |
$4.06M - $4.08M
|
296K
$32.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.2K+ 45.96% |
$132K - $132K
|
3.8K
$417K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-121- 69.54% |
$13.3K - $13.4K
|
53
$5.83K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
36+ 1.17% |
$3.96K - $3.98K
|
3.12K
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18.6K- 45.45% |
$2.05M - $2.06M
|
22.4K
$2.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.25KNew |
$247K - $249K
|
2.25K
$247K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.02K+ 32.31% |
$332K - $334K
|
12.4K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
85+ 16.67% |
$9.35K - $9.4K
|
595
$65.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.16K+ 9.18% |
$238K - $239K
|
25.7K
$2.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-192- 8.8% |
$21.1K - $21.2K
|
1.99K
$219K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-47.8K- 8.45% |
$5.26M - $5.29M
|
518K
$57M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-732- 21.46% |
$80.6K - $81K
|
2.68K
$294K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-677- 94.29% |
$74.5K - $74.9K
|
41
$4.51K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.27K+ 4.66% |
$250K - $251K
|
51K
$5.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.18KNew |
$459K - $462K
|
4.18K
$459K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
25.3K+ 17.43% |
$2.79M - $2.8M
|
171K
$18.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.88K- 44.18% |
$537K - $540K
|
6.17K
$678K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.89KNew |
$868K - $873K
|
7.89K
$867K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.17K+ 12.09% |
$239K - $240K
|
20.1K
$2.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
750New |
$82.5K - $83K
|
750
$82.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.71K+ 63.83% |
$188K - $189K
|
4.38K
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-100- 1.74% |
$11K - $11.1K
|
5.65K
$621K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.17K+ 3.72% |
$128K - $129K
|
32.5K
$3.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
6.78K+ 3.83% |
$746K - $750K
|
184K
$20.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-175- 2.28% |
$19.3K - $19.4K
|
7.5K
$824K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
15+ 0.17% |
$1.65K - $1.66K
|
8.79K
$966K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-939- 2.13% |
$103K - $104K
|
43.1K
$4.74M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.51K+ 25.13% |
$1.05M - $1.05M
|
47.4K
$5.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
19.8KNew |
$2.18M - $2.19M
|
19.8K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.49K+ 19.17% |
$274K - $275K
|
15.5K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-227K- 98.29% |
$25M - $25.2M
|
3.95K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10+ 0.2% |
$1.1K - $1.11K
|
4.99K
$549K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.14K+ 25.69% |
$125K - $126K
|
5.58K
$613K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-69.4K- 99.46% |
$7.64M - $7.68M
|
378
$41.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.25K+ 1395.54% |
$688K - $692K
|
6.7K
$736K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.28K+ 521.98% |
$470K - $473K
|
5.09K
$560K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-43.1K- 57.55% |
$4.74M - $4.77M
|
31.8K
$3.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 55.43% |
$261K - $262K
|
1.91K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.28K- 4.66% |
$141K - $142K
|
26.2K
$2.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 1.36% |
$220 - $221
|
149
$16.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-21.5K- 24.41% |
$2.37M - $2.38M
|
66.6K
$7.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
15.7KNew |
$1.72M - $1.73M
|
15.7K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
12.9KNew |
$1.42M - $1.42M
|
12.9K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40.9K- 3.61% |
$4.5M - $4.52M
|
1.09M
$120M
|