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 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.44K+ 31.11% |
$159K - $159K
|
6.07K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
302KNew |
$33.2M - $33.3M
|
302K
$33.2M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-25.6K- 86.62% |
$2.82M - $2.83M
|
3.96K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
151K+ 55.64% |
$16.6M - $16.6M
|
421K
$46.3M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
4.82K+ 11.64% |
$531K - $533K
|
46.2K
$5.09M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.53K- 2.8% |
$499K - $501K
|
158K
$17.3M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.04K+ 103.31% |
$996K - $999K
|
17.8K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.97K- 9.8% |
$547K - $549K
|
45.8K
$5.04M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 153.71% |
$1.35M - $1.36M
|
20.3K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
958+ 6.45% |
$105K - $106K
|
15.8K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.87K- 67.02% |
$757K - $759K
|
3.38K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-369- 70.83% |
$40.6K - $40.8K
|
152
$16.7K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-241- 15.62% |
$26.5K - $26.6K
|
1.3K
$143K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.14K+ 1.35% |
$126K - $126K
|
86K
$9.46M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
135New |
$14.9K - $14.9K
|
135
$14.9K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.62KNew |
$399K - $400K
|
3.62K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.1K+ 6.58% |
$231K - $232K
|
34K
$3.74M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.66K+ 31.36% |
$733K - $736K
|
27.9K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.16K+ 87.78% |
$238K - $239K
|
4.63K
$509K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.1K- 7.15% |
$2.33M - $2.34M
|
275K
$30.2M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.11K+ 23.79% |
$122K - $122K
|
5.77K
$635K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-58- 1.08% |
$6.39K - $6.41K
|
5.31K
$585K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.58K+ 18.21% |
$1.05M - $1.06M
|
62.2K
$6.85M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.88K+ 298.98% |
$868K - $871K
|
10.5K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
15New |
$1.65K - $1.66K
|
15
$1.65K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-551- 4.14% |
$60.7K - $60.9K
|
12.8K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-45.5K- 15.03% |
$5.01M - $5.03M
|
257K
$28.3M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1.8K+ 90.0% |
$198K - $199K
|
3.8K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.07KNew |
$118K - $118K
|
1.07K
$118K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
140+ 5.42% |
$15.4K - $15.5K
|
2.73K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.7K+ 105.59% |
$628K - $630K
|
11.1K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.71K- 18.15% |
$519K - $520K
|
21.2K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.4K- 46.67% |
$374K - $376K
|
3.88K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5.9K+ 199.05% |
$649K - $652K
|
8.86K
$975K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13K+ 20.85% |
$1.43M - $1.44M
|
75.4K
$8.3M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
39New |
$4.29K - $4.31K
|
39
$4.29K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-53- 0.75% |
$5.84K - $5.86K
|
7.03K
$774K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.5K+ 39.65% |
$1.15M - $1.16M
|
36.8K
$4.06M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
28.5KNew |
$3.13M - $3.15M
|
28.5K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
801+ 2.36% |
$88.2K - $88.5K
|
34.8K
$3.83M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
45+ 2.39% |
$4.95K - $4.97K
|
1.93K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-46.2K- 83.02% |
$5.08M - $5.1M
|
9.45K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-39.9K- 72.48% |
$4.4M - $4.41M
|
15.2K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
434+ 1.32% |
$47.8K - $48K
|
33.4K
$3.68M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
7.93K+ 23.47% |
$874K - $877K
|
41.7K
$4.59M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.82KNew |
$531K - $532K
|
4.82K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-581- 52.53% |
$64K - $64.2K
|
525
$57.8K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
212+ 2.47% |
$23.3K - $23.4K
|
8.79K
$968K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.32% |
$771 - $774
|
2.17K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.39K- 3.92% |
$263K - $264K
|
58.6K
$6.45M
|