Latest Institutional Purchases of Ishares Tr (SHV)

SHV Quotes by TradingView

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 28, 2024 Q3 2024
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
2.25K
New
$247K - $249K
2.25K $248K
Nov 08, 2024 Q3 2024
Commerce Bank

Kansas City, MO
BUY
 -
2.05K
New
$226K - $227K
2.05K $226K
Nov 13, 2024 Q3 2024
Cito Capital Group, LLC

Miami, FL
BUY
 -
2K
+ 57.14%
$220K - $221K
5.5K $607K
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
1.97K
New
$217K - $218K
1.97K $218K
Oct 21, 2024 Q3 2024
Gfg Capital, LLC

BUY
 -
1.85K
New
$204K - $205K
1.85K $204K
Oct 16, 2024 Q3 2024
Teamwork Financial Advisors, LLC

BUY
 -
1.75K
+ 43.9%
$192K - $193K
5.72K $631K
Dec 02, 2024 Q3 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
1.43K
+ 580.49%
$157K - $158K
1.67K $185K
Oct 21, 2024 Q3 2024
Precision Wealth Strategies, LLC

BUY
 -
1.02K
+ 8.17%
$113K - $113K
13.5K $1.49M
Oct 11, 2024 Q3 2024
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
719
+ 17.89%
$79.1K - $79.5K
4.74K $523K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
454
New
$50K - $50.2K
454 $50.1K
Nov 07, 2024 Q3 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
433
New
$47.7K - $47.9K
433 $47.8K
Nov 14, 2024 Q3 2024
Alera Investment Advisors, LLC

BUY
 -
365
+ 9.53%
$40.2K - $40.4K
4.2K $463K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
251
+ 4.21%
$27.6K - $27.8K
6.22K $686K
Nov 05, 2024 Q3 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
226
+ 24.94%
$24.9K - $25K
1.13K $125K
Oct 29, 2024 Q3 2024
Gps Wealth Strategies Group, LLC

BUY
 -
205
New
$22.6K - $22.7K
205 $22.6K
Nov 14, 2024 Q3 2024
Wealth Collab, LLC

Bellevue, WA
BUY
 -
96
New
$10.6K - $10.6K
96 $10.6K
Oct 15, 2024 Q3 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
91
New
$10K - $10.1K
91 $10K
Oct 21, 2024 Q3 2024
Whittier Trust CO

BUY
 -
87
+ 0.92%
$9.57K - $9.62K
9.54K $1.05M
Nov 07, 2024 Q3 2024
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
83
+ 4.31%
$9.13K - $9.18K
2.01K $222K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
66
New
$7.26K - $7.3K
66 $7.28K
Nov 13, 2024 Q3 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
54
New
$5.94K - $5.97K
54 $5.96K
Oct 15, 2024 Q3 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
54
+ 32.93%
$5.94K - $5.97K
218 $24K
Oct 04, 2024 Q3 2024
Lwmg, LLC

Lake Elmo, MN
BUY
 -
49
+ 1.31%
$5.39K - $5.42K
3.79K $418K
Nov 13, 2024 Q3 2024
Hantz Financial Services, Inc.

BUY
 -
43
New
$4.73K - $4.76K
43 $4.74K
Nov 13, 2024 Q3 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
29
New
$3.19K - $3.21K
29 $3.2K
Oct 18, 2024 Q3 2024
Key Client Fiduciary Advisors, LLC

BUY
 -
24
+ 1.29%
$2.64K - $2.66K
1.89K $208K
Oct 15, 2024 Q3 2024
Centerpoint Advisors, LLC

BUY
 -
23
New
$2.53K - $2.54K
23 $2.54K
Oct 18, 2024 Q3 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
5
New
$550 - $553
5 $552
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
2
New
$220 - $221
2 $221
Q2 2024
Jan 28, 2025 Q2 2024
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
59.6K
+ 100.72%
$6.56M - $6.59M
119K $13.1M
Jul 29, 2024 Q2 2024
Stelac Advisory Services LLC

New York, NY
BUY
 -
55.2K
New
$6.08M - $6.1M
55.2K $6.09M
Aug 13, 2024 Q2 2024
Argi Investment Services, LLC

BUY
 -
53.3K
New
$5.86M - $5.89M
53.3K $5.88M
Jul 19, 2024 Q2 2024
Nisa Investment Advisors, LLC

BUY
 -
42.9K
New
$4.72M - $4.74M
42.9K $4.73M
Aug 06, 2024 Q2 2024
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
28.1K
+ 191.4%
$3.09M - $3.1M
42.8K $4.72M
Aug 13, 2024 Q2 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
22.5K
+ 36.62%
$2.47M - $2.48M
83.8K $9.24M
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
14.8K
+ 11.24%
$1.63M - $1.64M
147K $16.2M
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
13.3K
New
$1.47M - $1.47M
13.3K $1.47M
Aug 08, 2024 Q2 2024
Navellier & Associates Inc

Reno, NV
BUY
 -
7.48K
New
$823K - $827K
7.48K $825K
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
6.18K
New
$680K - $683K
6.18K $682K
Jul 10, 2025 Q2 2024
Van Weelden Wealth Management, LLC

West Chester Township, OH
BUY
 -
6.1K
+ 11.29%
$671K - $674K
60.1K $6.63M
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5.56K
New
$612K - $615K
5.56K $613K
Aug 13, 2024 Q2 2024
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
5K
New
$550K - $553K
5K $552K
Jul 23, 2024 Q2 2024
Vicus Capital

State College, PA
BUY
 -
3.09K
New
$340K - $342K
3.09K $341K
Aug 12, 2024 Q2 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
3.07K
New
$337K - $339K
3.07K $338K
Aug 14, 2024 Q2 2024
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
2.91K
New
$320K - $321K
2.91K $321K
Aug 02, 2024 Q2 2024
Win Advisors, Inc

BUY
 -
2.15K
New
$237K - $238K
2.15K $238K
Jul 31, 2024 Q2 2024
Facet Wealth, Inc.

BUY
 -
2.01K
New
$221K - $222K
2.01K $222K
Aug 13, 2024 Q2 2024
Harvest Investment Services, LLC

BUY
 -
1.94K
New
$214K - $215K
1.94K $214K
Aug 14, 2024 Q2 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
1.89K
New
$207K - $208K
1.89K $208K

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