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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.7K+ 105.59% |
$628K - $630K
|
11.1K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.68K+ 33.33% |
$626K - $628K
|
22.7K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5.45KNew |
$600K - $602K
|
5.45K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
4.82K+ 11.64% |
$531K - $533K
|
46.2K
$5.09M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.82KNew |
$531K - $532K
|
4.82K
$530K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.75K+ 104.35% |
$523K - $525K
|
9.31K
$1.02M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.71KNew |
$519K - $521K
|
4.71K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.67K+ 6.73% |
$514K - $516K
|
74K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.66K+ 66.78% |
$513K - $515K
|
11.6K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.53K+ 132.99% |
$498K - $500K
|
7.93K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.44KNew |
$489K - $491K
|
4.44K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.41K+ 12.31% |
$486K - $488K
|
40.3K
$4.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
4.14KNew |
$456K - $458K
|
4.14K
$456K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.89KNew |
$428K - $430K
|
3.89K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.72K+ 38.69% |
$410K - $412K
|
13.3K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.64K+ 62.53% |
$401K - $403K
|
9.47K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.62KNew |
$399K - $400K
|
3.62K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.57KNew |
$393K - $395K
|
3.57K
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.46K+ 6.41% |
$381K - $383K
|
57.5K
$6.33M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.44KNew |
$379K - $380K
|
3.44K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.15K+ 36.28% |
$347K - $348K
|
11.8K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.07KNew |
$338K - $339K
|
3.07K
$338K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.06KNew |
$337K - $338K
|
3.06K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
3KNew |
$330K - $332K
|
3K
$330K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
3K+ 2.07% |
$330K - $331K
|
148K
$16.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.91KNew |
$320K - $322K
|
2.91K
$320K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.86K+ 7.12% |
$314K - $316K
|
43K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.85KNew |
$314K - $315K
|
2.85K
$314K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.79KNew |
$307K - $308K
|
2.79K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
2.75K+ 24.44% |
$303K - $304K
|
14K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.66KNew |
$293K - $294K
|
2.66K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.61K+ 61.88% |
$287K - $288K
|
6.82K
$750K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.54KNew |
$280K - $281K
|
2.54K
$279K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.52KNew |
$278K - $279K
|
2.52K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.5KNew |
$275K - $276K
|
2.5K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.49K+ 7.85% |
$274K - $275K
|
34.2K
$3.76M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.48K+ 3.6% |
$273K - $274K
|
71.4K
$7.86M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.4K+ 2.62% |
$264K - $265K
|
93.7K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.27K+ 8.81% |
$250K - $251K
|
28K
$3.08M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.18KNew |
$239K - $240K
|
2.18K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.16K+ 87.78% |
$238K - $239K
|
4.63K
$509K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.13KNew |
$235K - $235K
|
2.13K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.13KNew |
$234K - $235K
|
2.13K
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.13K+ 1.18% |
$234K - $235K
|
182K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.11K+ 11.65% |
$232K - $233K
|
20.2K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.1K+ 6.58% |
$231K - $232K
|
34K
$3.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.1K+ 3.16% |
$231K - $232K
|
68.3K
$7.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.09K+ 10.33% |
$230K - $231K
|
22.3K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.08K+ 2.47% |
$229K - $230K
|
86.6K
$9.53M
|