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 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.37K+ 0.95% |
$150K - $151K
|
145K
$16M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.17K+ 11.02% |
$129K - $130K
|
11.8K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
909New |
$100K - $100K
|
909
$100K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
825+ 9.84% |
$90.8K - $91.1K
|
9.21K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
768+ 3.23% |
$84.5K - $84.8K
|
24.6K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
700+ 3.89% |
$77K - $77.3K
|
18.7K
$2.06M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
636+ 11.24% |
$70K - $70.3K
|
6.3K
$693K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
500+ 5.68% |
$55K - $55.2K
|
9.3K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
388+ 2.46% |
$42.7K - $42.9K
|
16.2K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
367+ 14.61% |
$40.4K - $40.5K
|
2.88K
$317K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
340+ 8.1% |
$37.4K - $37.6K
|
4.54K
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
332+ 5.28% |
$36.5K - $36.7K
|
6.62K
$729K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
317+ 2.05% |
$34.9K - $35K
|
15.7K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
260+ 3.71% |
$28.6K - $28.7K
|
7.28K
$801K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
207+ 0.4% |
$22.8K - $22.9K
|
52.5K
$5.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
203+ 11.12% |
$22.3K - $22.4K
|
2.03K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
132+ 2.25% |
$14.5K - $14.6K
|
6.01K
$661K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
119New |
$13.1K - $13.1K
|
119
$13.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
108+ 0.68% |
$11.9K - $11.9K
|
16K
$1.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
68+ 4.29% |
$7.48K - $7.51K
|
1.65K
$182K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
53+ 0.3% |
$5.83K - $5.85K
|
18K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
40+ 0.31% |
$4.4K - $4.42K
|
12.8K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
35+ 0.32% |
$3.85K - $3.87K
|
11.1K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
33+ 0.46% |
$3.63K - $3.65K
|
7.19K
$791K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27New |
$2.97K - $2.98K
|
27
$2.97K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23New |
$2.53K - $2.54K
|
23
$2.53K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
21+ 1.06% |
$2.31K - $2.32K
|
2K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
20+ 0.68% |
$2.2K - $2.21K
|
2.97K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
19+ 1.02% |
$2.09K - $2.1K
|
1.89K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
15+ 0.19% |
$1.65K - $1.66K
|
7.77K
$856K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
15+ 0.2% |
$1.65K - $1.66K
|
7.46K
$821K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13+ 0.68% |
$1.43K - $1.44K
|
1.92K
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 4.44% |
$1.32K - $1.33K
|
282
$31K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
843K+ 813.63% |
$92.8M - $93.2M
|
947K
$104M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
798K+ 108.44% |
$87.9M - $88.2M
|
1.53M
$169M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
587KNew |
$64.6M - $64.8M
|
587K
$64.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
567K+ 1031.33% |
$62.4M - $62.6M
|
622K
$68.4M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
338K+ 3242.12% |
$37.2M - $37.3M
|
348K
$38.3M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
302KNew |
$33.2M - $33.3M
|
302K
$33.2M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
300K+ 96.46% |
$33M - $33.1M
|
610K
$67.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
293K+ 26.05% |
$32.2M - $32.3M
|
1.42M
$156M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
242K+ 19.01% |
$26.7M - $26.8M
|
1.52M
$167M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
236KNew |
$25.9M - $26M
|
236K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
227K+ 84.63% |
$25M - $25.1M
|
495K
$54.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
218K+ 11.44% |
$24M - $24.1M
|
2.13M
$234M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
203K+ 24.19% |
$22.3M - $22.4M
|
1.04M
$115M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
170K+ 74.93% |
$18.7M - $18.8M
|
397K
$43.8M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
170K+ 42.88% |
$18.7M - $18.7M
|
565K
$62.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
168K+ 204.64% |
$18.5M - $18.6M
|
250K
$27.5M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
166K+ 4623.23% |
$18.3M - $18.4M
|
170K
$18.7M
|
|