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 |
---|---|---|---|---|---|---|---|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.64KNew |
$620K - $624K
|
5.64K
$623K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.61KNew |
$616K - $620K
|
5.61K
$620K
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.28KNew |
$581K - $584K
|
5.28K
$584K
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.12K+ 113.16% |
$562K - $566K
|
9.64K
$1.06M
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.79KNew |
$526K - $530K
|
4.79K
$530K
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
4.52KNew |
$497K - $500K
|
4.52K
$500K
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.41KNew |
$485K - $488K
|
4.41K
$488K
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
4.2KNew |
$461K - $464K
|
4.2K
$464K
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
3.51KNew |
$386K - $388K
|
3.51K
$388K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.39KNew |
$373K - $375K
|
3.39K
$375K
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.26KNew |
$358K - $360K
|
3.26K
$360K
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.09KNew |
$340K - $342K
|
3.09K
$342K
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.92KNew |
$321K - $323K
|
2.92K
$322K
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.56KNew |
$281K - $283K
|
2.56K
$282K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.45KNew |
$269K - $271K
|
2.45K
$271K
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.42KNew |
$266K - $268K
|
2.42K
$268K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.42KNew |
$266K - $267K
|
2.42K
$267K
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.32KNew |
$255K - $257K
|
2.32K
$257K
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.26KNew |
$248K - $250K
|
2.26K
$250K
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.19KNew |
$240K - $242K
|
2.19K
$242K
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.09KNew |
$230K - $231K
|
2.09K
$231K
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.05KNew |
$225K - $226K
|
2.05K
$226K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.96KNew |
$216K - $217K
|
1.96K
$217K
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.93KNew |
$212K - $214K
|
1.93K
$213K
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.9KNew |
$209K - $210K
|
1.9K
$210K
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.72K+ 61.97% |
$189K - $190K
|
4.49K
$496K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.49K+ 20.79% |
$164K - $165K
|
8.66K
$957K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.3K+ 41.54% |
$143K - $144K
|
4.44K
$491K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
737New |
$81K - $81.5K
|
737
$81.4K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
585New |
$64.3K - $64.7K
|
585
$64.6K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
582New |
$63.9K - $64.4K
|
582
$64.3K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
574New |
$63.1K - $63.5K
|
574
$63.4K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
563+ 8.84% |
$61.9K - $62.3K
|
6.93K
$766K
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
550+ 10.79% |
$60.4K - $60.8K
|
5.65K
$624K
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
452New |
$49.7K - $50K
|
452
$49.9K
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
450+ 7.53% |
$49.4K - $49.8K
|
6.42K
$710K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
408New |
$44.8K - $45.1K
|
408
$45.1K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
392New |
$43.1K - $43.4K
|
392
$43.3K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
297+ 1.65% |
$32.6K - $32.8K
|
18.2K
$2.02M
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
249New |
$27.4K - $27.5K
|
249
$27.5K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
198+ 173.68% |
$21.8K - $21.9K
|
312
$34.5K
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
178+ 2.33% |
$19.6K - $19.7K
|
7.83K
$865K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150+ 26.09% |
$16.5K - $16.6K
|
725
$80.1K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
135New |
$14.8K - $14.9K
|
135
$14.9K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
120New |
$13.2K - $13.3K
|
120
$13.3K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
83New |
$9.12K - $9.18K
|
83
$9.17K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
65New |
$7.14K - $7.19K
|
65
$7.18K
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
50+ 1.99% |
$5.49K - $5.53K
|
2.57K
$284K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
29+ 2900.0% |
$3.19K - $3.21K
|
30
$3.32K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
18+ 39.13% |
$1.98K - $1.99K
|
64
$7.07K
|