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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
37.3KNew |
$4.11M - $4.12M
|
37.3K
$4.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
37.3KNew |
$4.11M - $4.12M
|
37.3K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36.5K+ 1377.59% |
$4.01M - $4.03M
|
39.1K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
36.1K+ 582.56% |
$3.98M - $3.99M
|
42.4K
$4.67M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
32.4K+ 12.74% |
$3.57M - $3.59M
|
287K
$31.7M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
32K+ 51.7% |
$3.52M - $3.54M
|
93.9K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
31.7K+ 16.28% |
$3.49M - $3.5M
|
226K
$25M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
30.2K+ 8.22% |
$3.33M - $3.34M
|
398K
$43.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.2K+ 5.3% |
$3.33M - $3.34M
|
601K
$66.3M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
30.1K+ 72.58% |
$3.31M - $3.32M
|
71.5K
$7.89M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
29KNew |
$3.19M - $3.2M
|
29K
$3.2M
|
|
|
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
$3.17M
|
|
|
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
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
26.5K+ 100.0% |
$2.92M - $2.93M
|
53K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26KNew |
$2.86M - $2.87M
|
26K
$2.86M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
25.6K+ 6.07% |
$2.82M - $2.83M
|
447K
$49.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
25.5K+ 6.68% |
$2.81M - $2.82M
|
407K
$44.9M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
24.9KNew |
$2.74M - $2.75M
|
24.9K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.1K+ 6.23% |
$2.54M - $2.55M
|
394K
$43.5M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23KNew |
$2.53M - $2.54M
|
23K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
22.9K+ 90.01% |
$2.52M - $2.53M
|
48.4K
$5.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Investment Management Associates Inc
|
BUY
|
- |
22.5K+ 151.93% |
$2.47M - $2.48M
|
37.3K
$4.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.4K+ 8.5% |
$2.35M - $2.36M
|
273K
$30.1M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
21.2KNew |
$2.34M - $2.35M
|
21.2K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
18.4KNew |
$2.03M - $2.03M
|
18.4K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
15.7K+ 19.2% |
$1.73M - $1.74M
|
97.7K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
14K+ 71.33% |
$1.54M - $1.54M
|
33.5K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 15.7% |
$1.5M - $1.5M
|
100K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.5K+ 69.91% |
$1.48M - $1.49M
|
32.7K
$3.61M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13K+ 20.85% |
$1.43M - $1.44M
|
75.4K
$8.32M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 153.71% |
$1.35M - $1.36M
|
20.3K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
12.3K+ 33.37% |
$1.35M - $1.36M
|
49K
$5.41M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
12.3K+ 46.03% |
$1.35M - $1.35M
|
38.9K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12KNew |
$1.32M - $1.33M
|
12K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
11.5K+ 94.08% |
$1.26M - $1.27M
|
23.6K
$2.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.8K+ 10.27% |
$1.19M - $1.19M
|
116K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
10.7K+ 37.63% |
$1.18M - $1.18M
|
39.1K
$4.32M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.5K+ 39.65% |
$1.15M - $1.16M
|
36.8K
$4.06M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.4KNew |
$1.14M - $1.15M
|
10.4K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.83K+ 260.43% |
$1.08M - $1.09M
|
13.6K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
9.68K+ 23047.62% |
$1.07M - $1.07M
|
9.72K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.58K+ 18.21% |
$1.05M - $1.06M
|
62.2K
$6.86M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.04K+ 103.31% |
$996K - $999K
|
17.8K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
8.81K+ 112.93% |
$970K - $973K
|
16.6K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8.76KNew |
$964K - $968K
|
8.76K
$966K
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
8.37K+ 6.93% |
$921K - $925K
|
129K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.35K+ 33.08% |
$920K - $923K
|
33.6K
$3.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8.25KNew |
$909K - $912K
|
8.25K
$910K
|