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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23KNew |
$2.53M - $2.54M
|
23K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.64K+ 62.53% |
$401K - $403K
|
9.47K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.76K- 1.15% |
$524K - $526K
|
411K
$45.2M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.08K+ 2.47% |
$229K - $230K
|
86.6K
$9.53M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
12.3K+ 46.03% |
$1.35M - $1.35M
|
38.9K
$4.28M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
218K+ 11.44% |
$24M - $24.1M
|
2.13M
$234M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-19.7K- 60.42% |
$2.17M - $2.18M
|
12.9K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 1.58% |
$1.54K - $1.55K
|
901
$99.2K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.53K- 10.51% |
$168K - $169K
|
13K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-437- 1.61% |
$48.1K - $48.3K
|
26.7K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-42.5K- 20.79% |
$4.68M - $4.7M
|
162K
$17.8M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.65K- 2.88% |
$292K - $293K
|
89.3K
$9.83M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
38+ 1.37% |
$4.18K - $4.2K
|
2.81K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.69K+ 51.88% |
$186K - $186K
|
4.94K
$544K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
109+ 3.01% |
$12K - $12K
|
3.73K
$410K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.1K- 54.96% |
$2.98M - $2.99M
|
22.2K
$2.44M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$55.1K - $55.3K
|
500
$55K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
32K+ 51.7% |
$3.52M - $3.54M
|
93.9K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
215+ 1.36% |
$23.7K - $23.8K
|
16K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.21K+ 42.84% |
$793K - $796K
|
24K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
965+ 45.2% |
$106K - $107K
|
3.1K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
416+ 7.07% |
$45.8K - $46K
|
6.3K
$693K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.9K- 23.17% |
$1.31M - $1.31M
|
39.3K
$4.33M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.5K+ 7.61% |
$5.89M - $5.91M
|
756K
$83.2M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-1.14K- 15.92% |
$125K - $126K
|
6K
$661K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.11K- 5.01% |
$122K - $122K
|
21K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 19.31% |
$1.14M - $1.14M
|
43.1K
$4.74M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
567K+ 1031.33% |
$62.4M - $62.6M
|
622K
$68.4M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.95K+ 8.35% |
$656K - $658K
|
77.3K
$8.51M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-965- 12.13% |
$106K - $107K
|
6.99K
$769K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-109- 0.95% |
$12K - $12K
|
11.4K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.56K+ 7.51% |
$171K - $172K
|
22.3K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
238+ 10.82% |
$26.2K - $26.3K
|
2.44K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
596+ 21.11% |
$65.6K - $65.9K
|
3.42K
$376K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.48K+ 3.6% |
$273K - $274K
|
71.4K
$7.86M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
65.8KNew |
$7.24M - $7.27M
|
65.8K
$7.24M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
85.5K+ 181.35% |
$9.42M - $9.45M
|
133K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
69+ 0.11% |
$7.6K - $7.63K
|
62.7K
$6.9M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.61K+ 61.88% |
$287K - $288K
|
6.82K
$750K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
33+ 0.09% |
$3.63K - $3.65K
|
35.3K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7.82K+ 52.81% |
$861K - $864K
|
22.6K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
55+ 2.69% |
$6.06K - $6.08K
|
2.1K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
25.7KNew |
$2.83M - $2.84M
|
25.7K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-419- 9.87% |
$46.1K - $46.3K
|
3.83K
$421K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-136- 5.95% |
$15K - $15K
|
2.15K
$237K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.68K+ 33.33% |
$626K - $628K
|
22.7K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-685- 4.79% |
$75.4K - $75.7K
|
13.6K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.3K+ 3.78% |
$694K - $696K
|
173K
$19M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
58K+ 253.42% |
$6.38M - $6.41M
|
80.9K
$8.9M
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-55.6K- 37.99% |
$6.12M - $6.14M
|
90.7K
$9.98M
|