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 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
15+ 0.2% |
$1.65K - $1.66K
|
7.46K
$822K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13+ 0.68% |
$1.43K - $1.44K
|
1.92K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 4.44% |
$1.32K - $1.33K
|
282
$31.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
10+ 0.47% |
$1.1K - $1.1K
|
2.14K
$236K
|
|
| 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
$64.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
567K+ 1031.33% |
$62.4M - $62.6M
|
622K
$68.6M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
338K+ 3242.12% |
$37.2M - $37.3M
|
348K
$38.4M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
302KNew |
$33.2M - $33.3M
|
302K
$33.3M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
300K+ 96.46% |
$33M - $33.1M
|
610K
$67.3M
|
|
|
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
$26M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
227K+ 84.63% |
$25M - $25.1M
|
495K
$54.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
218K+ 11.44% |
$24M - $24.1M
|
2.13M
$235M
|
|
|
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
$62.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
168K+ 204.64% |
$18.5M - $18.6M
|
250K
$27.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
151K+ 55.64% |
$16.6M - $16.6M
|
421K
$46.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
139K+ 214.39% |
$15.3M - $15.3M
|
204K
$22.5M
|
|
|
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
$18M
|
|
|
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
$9.5M
|
|
|
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
$69.7M
|
|
|
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
$64.3M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
65.8KNew |
$7.24M - $7.27M
|
65.8K
$7.26M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
64KNew |
$7.04M - $7.07M
|
64K
$7.06M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
58K+ 253.42% |
$6.38M - $6.41M
|
80.9K
$8.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
54K+ 41.28% |
$5.94M - $5.96M
|
185K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.5K+ 7.61% |
$5.89M - $5.91M
|
756K
$83.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
53.4K+ 11.1% |
$5.88M - $5.9M
|
534K
$58.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
53.1K+ 17.52% |
$5.85M - $5.87M
|
357K
$39.3M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
51.5KNew |
$5.67M - $5.69M
|
51.5K
$5.68M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
51.5K+ 509.84% |
$5.67M - $5.69M
|
61.5K
$6.79M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
49.3KNew |
$5.43M - $5.45M
|
49.3K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.8K+ 0.95% |
$5.38M - $5.4M
|
5.21M
$575M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
48.3KNew |
$5.32M - $5.33M
|
48.3K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
41.5KNew |
$4.57M - $4.59M
|
41.5K
$4.58M
|
|
|
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
$85.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
39K+ 669.74% |
$4.3M - $4.31M
|
44.8K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.7K+ 72.64% |
$4.15M - $4.16M
|
89.5K
$9.88M
|
|