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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
214KNew |
$23.6M - $23.7M
|
214K
$23.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
82.7K+ 239.05% |
$9.1M - $9.14M
|
117K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
43.4K+ 176.42% |
$4.78M - $4.8M
|
68.1K
$7.49M
|
|
|
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
$4.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
26.2KNew |
$2.88M - $2.89M
|
26.2K
$2.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
25.6K+ 100.0% |
$2.82M - $2.83M
|
51.3K
$5.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25.2KNew |
$2.78M - $2.79M
|
25.2K
$2.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
22.6K+ 103.97% |
$2.49M - $2.5M
|
44.4K
$4.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.5K+ 102.38% |
$2.37M - $2.38M
|
42.5K
$4.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.1KNew |
$2.1M - $2.11M
|
19.1K
$2.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
17.1KNew |
$1.88M - $1.89M
|
17.1K
$1.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3K+ 6.22% |
$1.58M - $1.58M
|
245K
$26.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
12.3K+ 1.72% |
$1.35M - $1.35M
|
723K
$79.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
11.6K+ 139.52% |
$1.27M - $1.28M
|
19.8K
$2.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11.5K+ 26.68% |
$1.27M - $1.27M
|
54.7K
$6.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.2K+ 8.96% |
$1.24M - $1.24M
|
137K
$15M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.8K+ 65.77% |
$1.19M - $1.19M
|
27.2K
$2.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.7KNew |
$1.18M - $1.18M
|
10.7K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.2K+ 123.92% |
$1.12M - $1.12M
|
18.4K
$2.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
9.43K+ 28.64% |
$1.04M - $1.04M
|
42.4K
$4.66M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.52K+ 359.48% |
$937K - $941K
|
10.9K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.63K+ 98.3% |
$839K - $842K
|
15.4K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.56KNew |
$832K - $835K
|
7.56K
$832K
|
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
7.36KNew |
$810K - $813K
|
7.36K
$810K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.94K+ 25.35% |
$654K - $657K
|
29.4K
$3.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.84KNew |
$642K - $645K
|
5.84K
$643K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5.53K+ 16.03% |
$609K - $611K
|
40K
$4.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
5.37K+ 5.21% |
$591K - $593K
|
108K
$11.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.17K+ 24.46% |
$569K - $571K
|
26.3K
$2.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.15K+ 73.81% |
$567K - $569K
|
12.1K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
4.49KNew |
$494K - $495K
|
4.49K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.46K+ 13.51% |
$491K - $492K
|
37.5K
$4.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.2K+ 136.97% |
$462K - $464K
|
7.26K
$800K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.91K+ 11.24% |
$430K - $432K
|
38.7K
$4.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
3.68KNew |
$404K - $406K
|
3.68K
$405K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
3.63KNew |
$399K - $401K
|
3.63K
$399K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3.6K+ 88.47% |
$396K - $398K
|
7.67K
$844K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.35KNew |
$368K - $370K
|
3.35K
$369K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 24.75% |
$367K - $368K
|
16.8K
$1.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
2.97KNew |
$326K - $328K
|
2.97K
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.8K+ 11.19% |
$308K - $309K
|
27.8K
$3.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.44K+ 14.55% |
$268K - $269K
|
19.2K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
2.39KNew |
$263K - $264K
|
2.39K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.24K+ 1.5% |
$247K - $248K
|
151K
$16.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.19K+ 18.97% |
$241K - $242K
|
13.7K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.06K+ 69.35% |
$227K - $228K
|
5.03K
$554K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 20.32% |
$165K - $166K
|
8.89K
$978K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.5K+ 9.7% |
$165K - $166K
|
17K
$1.87M
|