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 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
11New |
$1.21K - $1.22K
|
11
$1.21K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.83% |
$110 - $111
|
122
$13.5K
|
|
| Q1 2024 | |||||||
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
164K+ 4664.67% |
$18.1M - $18.1M
|
168K
$18.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
85.3KNew |
$9.39M - $9.43M
|
85.3K
$9.41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72.8K+ 247.16% |
$8.01M - $8.05M
|
102K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
39.5K+ 317.47% |
$4.35M - $4.36M
|
51.9K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.4K+ 8.93% |
$3.02M - $3.03M
|
334K
$36.9M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$2.69M - $2.7M
|
24.4K
$2.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
23.2KNew |
$2.56M - $2.57M
|
23.2K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9.76KNew |
$1.07M - $1.08M
|
9.76K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.26KNew |
$1.02M - $1.02M
|
9.26K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.84KNew |
$643K - $645K
|
5.84K
$644K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
5.56KNew |
$612K - $615K
|
5.56K
$614K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.75KNew |
$523K - $526K
|
4.75K
$525K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.65KNew |
$401K - $403K
|
3.65K
$402K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
3.42KNew |
$377K - $378K
|
3.42K
$378K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.98K+ 24.76% |
$328K - $329K
|
15K
$1.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.88K+ 106.66% |
$317K - $319K
|
5.58K
$616K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.68KNew |
$295K - $296K
|
2.68K
$296K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.28KNew |
$251K - $252K
|
2.28K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.13KNew |
$234K - $235K
|
2.13K
$235K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.09KNew |
$230K - $231K
|
2.09K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.08KNew |
$229K - $230K
|
2.08K
$230K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.9KNew |
$209K - $210K
|
1.9K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.19KNew |
$131K - $131K
|
1.19K
$131K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.15K+ 59.35% |
$127K - $127K
|
3.09K
$341K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.14K+ 44.55% |
$126K - $126K
|
3.71K
$410K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 110.5% |
$110K - $111K
|
1.91K
$210K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
497New |
$54.7K - $55K
|
497
$54.9K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
407+ 7.39% |
$44.8K - $45K
|
5.92K
$653K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
397+ 330.83% |
$43.7K - $43.9K
|
517
$57.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
214+ 737.93% |
$23.6K - $23.7K
|
243
$26.8K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
176New |
$19.4K - $19.5K
|
176
$19.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
113+ 3.34% |
$12.4K - $12.5K
|
3.5K
$386K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
107+ 0.84% |
$11.8K - $11.8K
|
12.9K
$1.42M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
85+ 1062.5% |
$9.36K - $9.4K
|
93
$10.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
50New |
$5.51K - $5.53K
|
50
$5.52K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 102.38% |
$4.73K - $4.75K
|
85
$9.38K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
38New |
$4.18K - $4.2K
|
38
$4.19K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17New |
$1.87K - $1.88K
|
17
$1.88K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10New |
$1.1K - $1.11K
|
10
$1.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
7New |
$771 - $774
|
7
$773
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
95.3KNew |
$10.5M - $10.5M
|
95.3K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
73.8K+ 344.23% |
$8.11M - $8.17M
|
95.3K
$10.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
60.6KNew |
$6.66M - $6.7M
|
60.6K
$6.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
53.5K+ 236.57% |
$5.87M - $5.91M
|
76.1K
$8.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
31.4KNew |
$3.45M - $3.47M
|
31.4K
$3.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
29.2K+ 102.4% |
$3.21M - $3.23M
|
57.8K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
24.5KNew |
$2.69M - $2.71M
|
24.5K
$2.7M
|
|