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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$21.9K - $22K
|
200
$22.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
183New |
$20.1K - $20.1K
|
183
$20.2K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
182+ 8.52% |
$20K - $20K
|
2.32K
$256K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
150New |
$16.5K - $16.5K
|
150
$16.6K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
108+ 3.49% |
$11.9K - $11.9K
|
3.21K
$354K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
73+ 0.76% |
$8.01K - $8.04K
|
9.64K
$1.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
66New |
$7.24K - $7.27K
|
66
$7.28K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
58New |
$6.36K - $6.39K
|
58
$6.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
26New |
$2.85K - $2.86K
|
26
$2.87K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18New |
$1.98K - $1.98K
|
18
$1.99K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
205KNew |
$22.5M - $22.6M
|
205K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
109K+ 86.42% |
$12M - $12M
|
235K
$25.9M
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
107KNew |
$11.7M - $11.7M
|
107K
$11.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
71.1KNew |
$7.82M - $7.84M
|
71.1K
$7.85M
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
52.3KNew |
$5.75M - $5.76M
|
52.3K
$5.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
49.9KNew |
$5.48M - $5.49M
|
49.9K
$5.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
30.3KNew |
$3.33M - $3.34M
|
30.3K
$3.35M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21.5KNew |
$2.37M - $2.37M
|
21.5K
$2.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
21.5KNew |
$2.36M - $2.36M
|
21.5K
$2.37M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
18.2KNew |
$2M - $2M
|
18.2K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
17.8K+ 99.01% |
$1.96M - $1.96M
|
35.9K
$3.96M
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$1.25M - $1.25M
|
11.4K
$1.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.16KNew |
$1.01M - $1.01M
|
9.16K
$1.01M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
7.08KNew |
$778K - $779K
|
7.08K
$781K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.43K+ 190.86% |
$597K - $598K
|
8.27K
$913K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.97KNew |
$546K - $547K
|
4.97K
$548K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
BUY
|
- |
3.69KNew |
$405K - $406K
|
3.69K
$407K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
3.56KNew |
$391K - $392K
|
3.56K
$393K
|
|
|
Oct 11, 2022
Q3 2022
|
Tuttle Capital Management, LLC
|
BUY
|
- |
3KNew |
$330K - $330K
|
3K
$331K
|
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.23KNew |
$245K - $245K
|
2.23K
$246K
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
BUY
|
- |
2.19KNew |
$241K - $242K
|
2.19K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.11KNew |
$232K - $232K
|
2.11K
$233K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.16KNew |
$128K - $128K
|
1.16K
$128K
|
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
514+ 3.24% |
$56.5K - $56.6K
|
16.4K
$1.81M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
359+ 0.75% |
$39.5K - $39.5K
|
48.4K
$5.34M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
269+ 12.66% |
$29.6K - $29.6K
|
2.39K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
203+ 1.85% |
$22.3K - $22.4K
|
11.2K
$1.24M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
92+ 22.66% |
$10.1K - $10.1K
|
498
$55K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
78+ 3.2% |
$8.57K - $8.59K
|
2.51K
$277K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
65New |
$7.14K - $7.16K
|
65
$7.17K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
64New |
$7.03K - $7.05K
|
64
$7.06K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
48New |
$5.28K - $5.29K
|
48
$5.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 17.46% |
$1.21K - $1.21K
|
74
$8.17K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
173KNew |
$19M - $19M
|
173K
$19M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
67KNew |
$7.37M - $7.39M
|
67K
$7.39M
|
|
|
Aug 04, 2022
Q2 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
45.4KNew |
$4.99M - $5M
|
45.4K
$5.01M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
44.3KNew |
$4.87M - $4.88M
|
44.3K
$4.89M
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
27.6KNew |
$3.03M - $3.04M
|
27.6K
$3.05M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
12.4KNew |
$1.36M - $1.36M
|
12.4K
$1.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
11.1K+ 189.41% |
$1.23M - $1.23M
|
17K
$1.88M
|
|