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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
151K+ 55.64% |
$16.6M - $16.6M
|
421K
$46.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
139K+ 214.39% |
$15.3M - $15.3M
|
204K
$22.4M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
132K+ 54.87% |
$14.6M - $14.6M
|
374K
$41.2M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
105K+ 180.02% |
$11.5M - $11.6M
|
163K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
92.4KNew |
$10.2M - $10.2M
|
92.4K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
89.8K+ 408.29% |
$9.88M - $9.92M
|
112K
$12.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
86.2KNew |
$9.49M - $9.52M
|
86.2K
$9.48M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
85.5K+ 181.35% |
$9.42M - $9.45M
|
133K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
82.8K+ 4.74% |
$9.12M - $9.15M
|
1.83M
$202M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
81.6K+ 48.03% |
$8.98M - $9.02M
|
251K
$27.7M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
80.9K+ 14.67% |
$8.9M - $8.94M
|
632K
$69.6M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
70.2K+ 139.1% |
$7.73M - $7.75M
|
121K
$13.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
69K+ 13.44% |
$7.6M - $7.63M
|
583K
$64.1M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
65.8KNew |
$7.24M - $7.27M
|
65.8K
$7.24M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
64KNew |
$7.04M - $7.07M
|
64K
$7.04M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
58K+ 253.42% |
$6.38M - $6.41M
|
80.9K
$8.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
54K+ 41.28% |
$5.94M - $5.96M
|
185K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.5K+ 7.61% |
$5.89M - $5.91M
|
756K
$83.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
53.4K+ 11.1% |
$5.88M - $5.9M
|
534K
$58.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
53.1K+ 17.52% |
$5.85M - $5.87M
|
357K
$39.2M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
51.5KNew |
$5.67M - $5.69M
|
51.5K
$5.67M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
51.5K+ 509.84% |
$5.67M - $5.69M
|
61.5K
$6.77M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
49.3KNew |
$5.43M - $5.45M
|
49.3K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.8K+ 0.95% |
$5.38M - $5.4M
|
5.21M
$573M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
48.3KNew |
$5.32M - $5.33M
|
48.3K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
41.5KNew |
$4.57M - $4.59M
|
41.5K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.2K+ 76.23% |
$4.42M - $4.44M
|
92.9K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.5K+ 5.35% |
$4.35M - $4.37M
|
778K
$85.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
39K+ 669.74% |
$4.3M - $4.31M
|
44.8K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.7K+ 72.64% |
$4.15M - $4.16M
|
89.5K
$9.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
37.3KNew |
$4.11M - $4.12M
|
37.3K
$4.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
37.3KNew |
$4.11M - $4.12M
|
37.3K
$4.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36.5K+ 1377.59% |
$4.01M - $4.03M
|
39.1K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
36.1K+ 582.56% |
$3.98M - $3.99M
|
42.4K
$4.66M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
32.4K+ 12.74% |
$3.57M - $3.59M
|
287K
$31.6M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
32K+ 51.7% |
$3.52M - $3.54M
|
93.9K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
31.7K+ 16.28% |
$3.49M - $3.5M
|
226K
$24.9M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
30.2K+ 8.22% |
$3.33M - $3.34M
|
398K
$43.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.2K+ 5.3% |
$3.33M - $3.34M
|
601K
$66.1M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
30.1K+ 72.58% |
$3.31M - $3.32M
|
71.5K
$7.87M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
29KNew |
$3.19M - $3.2M
|
29K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
28.9K+ 23.09% |
$3.18M - $3.19M
|
154K
$17M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
28.7KNew |
$3.16M - $3.17M
|
28.7K
$3.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
28.6K+ 29.89% |
$3.15M - $3.16M
|
124K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
28.5KNew |
$3.13M - $3.15M
|
28.5K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
26.5K+ 100.0% |
$2.92M - $2.93M
|
53K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26KNew |
$2.86M - $2.87M
|
26K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
25.7KNew |
$2.83M - $2.84M
|
25.7K
$2.83M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
25.6K+ 6.07% |
$2.82M - $2.83M
|
447K
$49.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
25.5K+ 6.68% |
$2.81M - $2.82M
|
407K
$44.8M
|