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 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.03K+ 25.29% |
$223K - $224K
|
10K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.99K+ 7.3% |
$220K - $220K
|
29.3K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.98K+ 17.99% |
$218K - $219K
|
13K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.96KNew |
$215K - $216K
|
1.96K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.89K+ 8.32% |
$208K - $209K
|
24.6K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1.8K+ 90.0% |
$198K - $199K
|
3.8K
$418K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.78K+ 0.87% |
$196K - $196K
|
205K
$22.6M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.69K+ 51.88% |
$186K - $186K
|
4.94K
$544K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.68K+ 21.91% |
$185K - $186K
|
9.36K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.64KNew |
$181K - $182K
|
1.64K
$181K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.56K+ 7.51% |
$171K - $172K
|
22.3K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.51K+ 9.52% |
$166K - $167K
|
17.4K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.48K+ 43.28% |
$163K - $164K
|
4.9K
$540K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.46KNew |
$160K - $161K
|
1.46K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.44K+ 52.78% |
$159K - $159K
|
4.17K
$459K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.44K+ 31.11% |
$159K - $159K
|
6.07K
$668K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.41K+ 7.41% |
$156K - $156K
|
20.5K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.37K+ 3.91% |
$150K - $151K
|
36.3K
$3.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.24K+ 37.42% |
$136K - $137K
|
4.55K
$500K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.14K+ 1.35% |
$126K - $126K
|
86K
$9.46M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.11K+ 18.85% |
$122K - $123K
|
7K
$770K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.11K+ 23.79% |
$122K - $122K
|
5.77K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.07KNew |
$118K - $118K
|
1.07K
$118K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.03K+ 27.79% |
$113K - $114K
|
4.73K
$521K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
995+ 2.57% |
$110K - $110K
|
39.7K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
980+ 79.42% |
$108K - $108K
|
2.21K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
965+ 45.2% |
$106K - $107K
|
3.1K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
958+ 6.45% |
$105K - $106K
|
15.8K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
932+ 7.14% |
$103K - $103K
|
14K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
850+ 36.96% |
$93.6K - $93.9K
|
3.15K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
801+ 2.36% |
$88.2K - $88.5K
|
34.8K
$3.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
775New |
$85.3K - $85.6K
|
775
$85.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
773+ 21.84% |
$85.1K - $85.4K
|
4.31K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
767+ 23.89% |
$84.5K - $84.8K
|
3.98K
$438K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
707+ 0.62% |
$77.8K - $78.1K
|
114K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
704+ 4.44% |
$77.5K - $77.8K
|
16.6K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
692+ 6.88% |
$76.2K - $76.5K
|
10.7K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
651+ 2.63% |
$71.7K - $71.9K
|
25.4K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
648New |
$71.4K - $71.6K
|
648
$71.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
645+ 1.13% |
$71K - $71.3K
|
57.6K
$6.34M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
616New |
$67.8K - $68.1K
|
616
$67.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
600+ 14.73% |
$66.1K - $66.3K
|
4.67K
$514K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
596+ 21.11% |
$65.6K - $65.9K
|
3.42K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
595+ 3.2% |
$65.5K - $65.8K
|
19.2K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
595+ 10.75% |
$65.5K - $65.8K
|
6.13K
$675K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
576+ 0.32% |
$63.4K - $63.7K
|
183K
$20.2M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$55.1K - $55.3K
|
500
$55K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
435+ 2.26% |
$47.9K - $48.1K
|
19.7K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
434+ 1.32% |
$47.8K - $48K
|
33.4K
$3.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
432+ 10.13% |
$47.6K - $47.7K
|
4.7K
$517K
|