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 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.44K+ 14.55% |
$268K - $269K
|
19.2K
$2.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.43K+ 16.51% |
$267K - $268K
|
17.1K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
2.39KNew |
$263K - $264K
|
2.39K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.24K+ 1.5% |
$247K - $248K
|
151K
$16.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.19K+ 18.97% |
$241K - $242K
|
13.7K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.06K+ 69.35% |
$227K - $228K
|
5.03K
$555K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.88KNew |
$207K - $208K
|
1.88K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.53K+ 5.94% |
$168K - $169K
|
27.3K
$3.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 20.32% |
$165K - $166K
|
8.89K
$981K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.5K+ 9.7% |
$165K - $166K
|
17K
$1.87M
|
|
|
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 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
894+ 1.55% |
$98.4K - $98.8K
|
58.5K
$6.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
825+ 9.84% |
$90.8K - $91.1K
|
9.21K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
821+ 0.75% |
$90.4K - $90.7K
|
111K
$12.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
768+ 3.23% |
$84.5K - $84.8K
|
24.6K
$2.71M
|
|
|
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
$695K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
525+ 15.15% |
$57.8K - $58K
|
3.99K
$440K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
500+ 5.68% |
$55K - $55.2K
|
9.3K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
499+ 11.68% |
$54.9K - $55.1K
|
4.77K
$526K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
424+ 6.06% |
$46.7K - $46.8K
|
7.42K
$819K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
388+ 2.46% |
$42.7K - $42.9K
|
16.2K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
379+ 3.53% |
$41.7K - $41.9K
|
11.1K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
367+ 14.61% |
$40.4K - $40.5K
|
2.88K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
340+ 8.1% |
$37.4K - $37.6K
|
4.54K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
332+ 5.28% |
$36.5K - $36.7K
|
6.62K
$730K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
317+ 2.05% |
$34.9K - $35K
|
15.7K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
260+ 3.71% |
$28.6K - $28.7K
|
7.28K
$803K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
207+ 0.4% |
$22.8K - $22.9K
|
52.5K
$5.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
203+ 11.12% |
$22.3K - $22.4K
|
2.03K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
132+ 2.25% |
$14.5K - $14.6K
|
6.01K
$663K
|
|
|
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
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
83+ 1.05% |
$9.13K - $9.17K
|
7.99K
$882K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
76+ 1.74% |
$8.36K - $8.39K
|
4.45K
$491K
|
|
|
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
$1.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
45+ 1.07% |
$4.95K - $4.97K
|
4.23K
$467K
|
|
|
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
$793K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27New |
$2.97K - $2.98K
|
27
$2.98K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23New |
$2.53K - $2.54K
|
23
$2.54K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
21+ 1.06% |
$2.31K - $2.32K
|
2K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
20+ 0.68% |
$2.2K - $2.21K
|
2.97K
$327K
|
|
|
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
$857K
|