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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
783K+ 780.85% |
$86.2M - $86.5M
|
884K
$97.4M
|
|
|
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
$213M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
645K+ 12.38% |
$70.9M - $71.2M
|
5.85M
$645M
|
|
|
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
$51.7M
|
|
|
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
$196M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
236KNew |
$26M - $26.1M
|
236K
$26M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
214KNew |
$23.6M - $23.7M
|
214K
$23.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
196K+ 173.91% |
$21.6M - $21.7M
|
309K
$34.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
195KNew |
$21.5M - $21.6M
|
195K
$21.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
177KNew |
$19.4M - $19.5M
|
177K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
160K+ 11.31% |
$17.6M - $17.7M
|
1.58M
$174M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
135K+ 279.22% |
$14.9M - $14.9M
|
184K
$20.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
135KNew |
$14.8M - $14.9M
|
135K
$14.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
132K+ 863.98% |
$14.5M - $14.6M
|
147K
$16.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 11.35% |
$12.4M - $12.5M
|
1.11M
$122M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
104K+ 94.74% |
$11.4M - $11.4M
|
213K
$23.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
93.2KNew |
$10.3M - $10.3M
|
93.2K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
84.8K+ 10942.06% |
$9.33M - $9.37M
|
85.6K
$9.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
82.7K+ 239.05% |
$9.1M - $9.14M
|
117K
$12.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
73.9K+ 782.32% |
$8.13M - $8.16M
|
83.3K
$9.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
65.9K+ 30.31% |
$7.25M - $7.28M
|
283K
$31.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
63.5K+ 421.37% |
$6.99M - $7.01M
|
78.5K
$8.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.3KNew |
$6.74M - $6.77M
|
61.3K
$6.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
60.1K+ 51.99% |
$6.61M - $6.64M
|
176K
$19.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
59.8K+ 1562.25% |
$6.58M - $6.61M
|
63.6K
$7.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
57.2K+ 91.62% |
$6.29M - $6.32M
|
120K
$13.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
56.2K+ 27.59% |
$6.18M - $6.21M
|
260K
$28.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
54.9K+ 163.71% |
$6.04M - $6.06M
|
88.4K
$9.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.5K+ 1408.97% |
$6M - $6.02M
|
58.4K
$6.43M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
52.6KNew |
$5.79M - $5.81M
|
52.6K
$5.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
52K+ 12.66% |
$5.72M - $5.75M
|
463K
$51M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.4K+ 8.46% |
$5.32M - $5.34M
|
620K
$68.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46K+ 16.76% |
$5.07M - $5.08M
|
321K
$35.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
44.3K+ 32.05% |
$4.88M - $4.89M
|
183K
$20.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
43.4K+ 176.42% |
$4.78M - $4.8M
|
68.1K
$7.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
35.3KNew |
$3.88M - $3.9M
|
35.3K
$3.89M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
34.9KNew |
$3.84M - $3.86M
|
34.9K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.4K+ 35.95% |
$3.68M - $3.69M
|
126K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.7K+ 8.04% |
$3.49M - $3.5M
|
426K
$46.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
31.4K+ 17.01% |
$3.46M - $3.47M
|
216K
$23.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
30.2KNew |
$3.32M - $3.34M
|
30.2K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.8K+ 4.96% |
$3.28M - $3.29M
|
630K
$69.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
28.7K+ 4.62% |
$3.16M - $3.17M
|
650K
$71.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
28.5KNew |
$3.14M - $3.15M
|
28.5K
$3.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
28.1K+ 222.67% |
$3.09M - $3.11M
|
40.7K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.9K+ 11.01% |
$3.07M - $3.08M
|
281K
$31M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.5K+ 8.66% |
$3.03M - $3.04M
|
345K
$38M
|