Latest Institutional Purchases of Ishares Tr (SHV)
This list provides information on the latest institutional transactions involving Ishares Tr (SHV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
59.6KNew |
$6.56M - $6.59M
|
59.6K
$6.58M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
41K+ 5.67% |
$4.51M - $4.53M
|
764K
$84.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20K+ 19.25% |
$2.2M - $2.21M
|
124K
$13.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
15.5K+ 14.31% |
$1.71M - $1.71M
|
124K
$13.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14.1K+ 35.32% |
$1.56M - $1.56M
|
54.2K
$5.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.7K+ 7.8% |
$1.17M - $1.18M
|
147K
$16.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
9.41K+ 72.55% |
$1.04M - $1.04M
|
22.4K
$2.47M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.36K+ 17.47% |
$920K - $923K
|
56.2K
$6.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
6.7K+ 26.54% |
$737K - $740K
|
31.9K
$3.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.95K+ 295.78% |
$655K - $658K
|
7.96K
$878K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.63KNew |
$620K - $622K
|
5.63K
$621K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.53K+ 5.65% |
$609K - $611K
|
103K
$11.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.73K+ 8.52% |
$411K - $412K
|
47.5K
$5.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.64K+ 1.72% |
$400K - $402K
|
215K
$23.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.57K+ 6.65% |
$283K - $284K
|
41.3K
$4.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.36KNew |
$260K - $261K
|
2.36K
$260K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.26K+ 40.26% |
$249K - $250K
|
7.87K
$868K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.14K+ 31.39% |
$236K - $237K
|
8.97K
$989K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 1.32% |
$224K - $225K
|
156K
$17.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.79K+ 40.31% |
$197K - $198K
|
6.25K
$689K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.66K+ 5.71% |
$183K - $183K
|
30.7K
$3.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.17K+ 8.74% |
$129K - $129K
|
14.6K
$1.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.13K+ 4.0% |
$124K - $125K
|
29.4K
$3.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
882+ 16.04% |
$97.1K - $97.5K
|
6.38K
$704K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
630+ 3.9% |
$69.3K - $69.6K
|
16.8K
$1.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
449+ 7.69% |
$49.4K - $49.6K
|
6.29K
$693K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
402+ 355.75% |
$44.2K - $44.4K
|
515
$56.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
332+ 2.81% |
$36.5K - $36.7K
|
12.2K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
250+ 1.47% |
$27.5K - $27.6K
|
17.2K
$1.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
246+ 0.74% |
$27.1K - $27.2K
|
33.6K
$3.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
116+ 1.04% |
$12.8K - $12.8K
|
11.2K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
66+ 0.11% |
$7.26K - $7.29K
|
58.6K
$6.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
55+ 0.75% |
$6.05K - $6.08K
|
7.42K
$818K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
48+ 1.2% |
$5.28K - $5.3K
|
4.04K
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
46+ 0.97% |
$5.06K - $5.08K
|
4.81K
$530K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40+ 333.33% |
$4.4K - $4.42K
|
52
$5.74K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
28+ 1.26% |
$3.08K - $3.09K
|
2.25K
$248K
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
25+ 0.34% |
$2.75K - $2.76K
|
7.48K
$825K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
19New |
$2.09K - $2.1K
|
19
$2.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
18+ 3.4% |
$1.98K - $1.99K
|
548
$60.4K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.03% |
$110 - $110
|
3.89K
$429K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
783K+ 780.85% |
$86.2M - $86.5M
|
884K
$97.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
733K+ 19.09% |
$80.6M - $80.9M
|
4.57M
$504M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
670K+ 52.87% |
$73.7M - $74M
|
1.94M
$214M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
645K+ 12.38% |
$70.9M - $71.2M
|
5.85M
$646M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
579K+ 22.33% |
$63.7M - $64M
|
3.17M
$350M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
465K+ 10459.29% |
$51.2M - $51.3M
|
469K
$51.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
286KNew |
$31.5M - $31.6M
|
286K
$31.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
249K+ 16.2% |
$27.4M - $27.5M
|
1.78M
$197M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
236KNew |
$26M - $26.1M
|
236K
$26.1M
|
|