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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.3K+ 22.27% |
$473K - $476K
|
23.6K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
4.25K+ 90.43% |
$468K - $470K
|
8.95K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.8KNew |
$418K - $420K
|
3.8K
$419K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.78K+ 45.85% |
$415K - $418K
|
12K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.66K+ 4.09% |
$403K - $405K
|
93.1K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.6K+ 3.99% |
$396K - $398K
|
93.8K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.21KNew |
$353K - $355K
|
3.21K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.14KNew |
$346K - $348K
|
3.14K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.12K+ 55.26% |
$343K - $345K
|
8.75K
$964K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.02K+ 32.31% |
$332K - $334K
|
12.4K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.99K+ 0.82% |
$329K - $331K
|
366K
$40.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.95K+ 12.83% |
$325K - $326K
|
26K
$2.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.95KNew |
$324K - $326K
|
2.95K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.81K+ 13.72% |
$309K - $311K
|
23.3K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.75K+ 10.83% |
$302K - $304K
|
28.1K
$3.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2.71K+ 0.92% |
$299K - $300K
|
298K
$32.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.7KNew |
$297K - $299K
|
2.7K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.6K+ 6.16% |
$286K - $287K
|
44.8K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.58K+ 20.4% |
$284K - $285K
|
15.2K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$279K - $281K
|
2.54K
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.5K+ 89.16% |
$275K - $277K
|
5.3K
$584K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 3.41% |
$266K - $267K
|
73.3K
$8.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.31K+ 17.2% |
$254K - $255K
|
15.7K
$1.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.25KNew |
$247K - $249K
|
2.25K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.13K+ 91.49% |
$234K - $236K
|
4.46K
$491K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.09K+ 23.87% |
$230K - $232K
|
10.9K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.05KNew |
$226K - $227K
|
2.05K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 57.14% |
$220K - $221K
|
5.5K
$606K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2K+ 17.74% |
$220K - $221K
|
13.3K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.98K+ 0.11% |
$218K - $219K
|
1.79M
$197M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$217K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.89KNew |
$208K - $209K
|
1.89K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.88K+ 14.11% |
$207K - $208K
|
15.2K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1.85KNew |
$204K - $205K
|
1.85K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.84KNew |
$202K - $203K
|
1.84K
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.83KNew |
$201K - $202K
|
1.83K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 43.9% |
$192K - $193K
|
5.72K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1.7K+ 5.77% |
$187K - $188K
|
31.1K
$3.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.66K+ 39.1% |
$183K - $184K
|
5.91K
$650K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.43K+ 580.49% |
$157K - $158K
|
1.67K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.21K+ 54.5% |
$133K - $133K
|
3.42K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.19K+ 4.69% |
$130K - $131K
|
26.4K
$2.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
1.07K+ 3.13% |
$118K - $119K
|
35.3K
$3.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.02K+ 8.17% |
$113K - $113K
|
13.5K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
986+ 44.88% |
$109K - $109K
|
3.18K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
975+ 7.02% |
$107K - $108K
|
14.9K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
899+ 13.7% |
$98.9K - $99.5K
|
7.46K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
810+ 9.75% |
$89.1K - $89.6K
|
9.12K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
788+ 11.45% |
$86.7K - $87.2K
|
7.67K
$845K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
750New |
$82.5K - $83K
|
750
$82.6K
|