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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
16.4K+ 38.06% |
$1.81M - $1.82M
|
59.6K
$6.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
16.3KNew |
$1.8M - $1.8M
|
16.3K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16KNew |
$1.76M - $1.76M
|
16K
$1.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
16K+ 57.36% |
$1.76M - $1.76M
|
43.8K
$4.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
15.7K+ 36.99% |
$1.72M - $1.73M
|
58K
$6.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
15.5K+ 14.31% |
$1.71M - $1.71M
|
124K
$13.7M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
15.2K+ 3311.57% |
$1.67M - $1.68M
|
15.6K
$1.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
15K+ 8.82% |
$1.65M - $1.66M
|
185K
$20.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
14.9K+ 109.47% |
$1.65M - $1.65M
|
28.6K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.6K+ 104.63% |
$1.6M - $1.61M
|
28.5K
$3.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
14.2K+ 7.32% |
$1.57M - $1.57M
|
209K
$23M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14.1K+ 35.32% |
$1.56M - $1.56M
|
54.2K
$5.98M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
14K+ 4.87% |
$1.54M - $1.55M
|
302K
$33.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13.3K+ 5.46% |
$1.47M - $1.47M
|
257K
$28.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
12.7K+ 15.68% |
$1.4M - $1.4M
|
93.6K
$10.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.6K+ 2.71% |
$1.38M - $1.39M
|
475K
$52.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
12.3K+ 4.82% |
$1.35M - $1.36M
|
267K
$29.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.3K+ 4.7% |
$1.35M - $1.36M
|
274K
$30.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$1.35M - $1.35M
|
12.2K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
12.2K+ 64.08% |
$1.34M - $1.35M
|
31.2K
$3.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
12.2K+ 10.59% |
$1.34M - $1.34M
|
127K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.9K+ 72.9% |
$1.31M - $1.32M
|
28.2K
$3.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
10.7K+ 19.87% |
$1.18M - $1.19M
|
64.7K
$7.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.7K+ 7.8% |
$1.17M - $1.18M
|
147K
$16.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
10.1K+ 1.49% |
$1.12M - $1.12M
|
689K
$76M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
9.4K+ 19.18% |
$1.03M - $1.04M
|
58.4K
$6.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.89K+ 40.9% |
$978K - $982K
|
30.6K
$3.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.51K+ 50.6% |
$937K - $940K
|
25.3K
$2.79M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.36K+ 17.47% |
$920K - $923K
|
56.2K
$6.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.63K+ 7.55% |
$840K - $843K
|
109K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.53K+ 12.9% |
$828K - $831K
|
65.9K
$7.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7.39K+ 41.01% |
$813K - $816K
|
25.4K
$2.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
6.7K+ 26.54% |
$737K - $740K
|
31.9K
$3.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.6KNew |
$726K - $729K
|
6.6K
$728K
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6.55K+ 61.73% |
$721K - $724K
|
17.2K
$1.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.45K+ 14.68% |
$709K - $712K
|
50.3K
$5.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
6.34KNew |
$697K - $700K
|
6.34K
$699K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.32K+ 189.97% |
$696K - $699K
|
9.65K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.18K+ 168.83% |
$680K - $683K
|
9.84K
$1.09M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.15K+ 4.16% |
$677K - $680K
|
154K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
6.12K+ 25.34% |
$674K - $677K
|
30.3K
$3.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.03K+ 682.67% |
$663K - $666K
|
6.91K
$762K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.95K+ 295.78% |
$655K - $658K
|
7.96K
$878K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
5.66KNew |
$622K - $625K
|
5.66K
$624K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.63KNew |
$620K - $622K
|
5.63K
$621K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.53K+ 5.65% |
$609K - $611K
|
103K
$11.4M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.52KNew |
$608K - $610K
|
5.52K
$609K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.21K+ 150.71% |
$574K - $576K
|
8.67K
$956K
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
5.12KNew |
$564K - $566K
|
5.12K
$565K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
5.12KNew |
$564K - $566K
|
5.12K
$565K
|
|