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 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-373- 13.96% |
$41K - $41.3K
|
2.3K
$254K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
40.7K+ 71.64% |
$4.48M - $4.5M
|
97.5K
$10.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.99KNew |
$549K - $552K
|
4.99K
$551K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
353+ 2.31% |
$38.8K - $39.1K
|
15.6K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.22K- 4.25% |
$574K - $577K
|
117K
$13M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
589+ 5.96% |
$64.8K - $65.2K
|
10.5K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-4.45K- 8.7% |
$490K - $492K
|
46.7K
$5.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
5.53K+ 11.56% |
$609K - $612K
|
53.4K
$5.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2K+ 17.74% |
$220K - $221K
|
13.3K
$1.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
39+ 37.14% |
$4.29K - $4.31K
|
144
$15.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.96K+ 24.79% |
$325K - $327K
|
14.9K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 11.9% |
$119K - $120K
|
8.02K
$885K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.99K- 7.77% |
$659K - $662K
|
71.1K
$7.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.04K- 1.33% |
$114K - $115K
|
76.9K
$8.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
286+ 8.16% |
$31.5K - $31.6K
|
3.79K
$418K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
565+ 6.85% |
$62.2K - $62.5K
|
8.81K
$972K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
87+ 0.92% |
$9.57K - $9.62K
|
9.54K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.07K- 12.84% |
$447K - $450K
|
27.6K
$3.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
169+ 6.05% |
$18.6K - $18.7K
|
2.96K
$327K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
275+ 2.22% |
$30.3K - $30.4K
|
12.7K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.1K- 24.55% |
$1.33M - $1.33M
|
37.1K
$4.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.77K+ 21.94% |
$304K - $306K
|
15.4K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-249K- 86.51% |
$27.4M - $27.5M
|
38.8K
$4.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6.69K- 26.3% |
$736K - $740K
|
18.7K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.4K- 5.57% |
$3.01M - $3.03M
|
464K
$51.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1.85KNew |
$204K - $205K
|
1.85K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.02K+ 8.17% |
$113K - $113K
|
13.5K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
312+ 0.27% |
$34.3K - $34.5K
|
117K
$12.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
56.3KNew |
$6.2M - $6.23M
|
56.3K
$6.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
3.64KNew |
$400K - $402K
|
3.64K
$401K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.96K- 4.61% |
$876K - $881K
|
165K
$18.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-106K- 32.04% |
$11.7M - $11.7M
|
225K
$24.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-86.6K- 9.03% |
$9.54M - $9.59M
|
873K
$96.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$550 - $553
|
5
$552
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
138+ 862.5% |
$15.2K - $15.3K
|
154
$17K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
140+ 3.41% |
$15.4K - $15.5K
|
4.25K
$469K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
25+ 1.31% |
$2.75K - $2.77K
|
1.94K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.86K- 38.21% |
$424K - $427K
|
6.24K
$688K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-18.5K- 4.57% |
$2.04M - $2.05M
|
387K
$42.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
9.9KNew |
$1.09M - $1.1M
|
9.9K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-25.6K- 21.58% |
$2.82M - $2.83M
|
93K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
24+ 1.29% |
$2.64K - $2.66K
|
1.89K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
92+ 1.48% |
$10.1K - $10.2K
|
6.33K
$698K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.21K+ 10.84% |
$243K - $244K
|
22.6K
$2.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.54K- 27.12% |
$280K - $281K
|
6.83K
$753K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
683+ 10.42% |
$75.2K - $75.6K
|
7.24K
$798K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-45- 8.02% |
$4.95K - $4.98K
|
516
$56.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.23KNew |
$245K - $247K
|
2.23K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-16- 1.25% |
$1.76K - $1.77K
|
1.27K
$140K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-587- 98.16% |
$64.6K - $64.9K
|
11
$1.21K
|