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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.99KNew |
$329K - $330K
|
2.99K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.93KNew |
$322K - $324K
|
2.93K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.9KNew |
$319K - $320K
|
2.9K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.69K+ 4.3% |
$297K - $298K
|
65.4K
$7.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.51KNew |
$276K - $277K
|
2.51K
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.45K+ 10.92% |
$270K - $271K
|
24.9K
$2.75M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.37K+ 10.14% |
$261K - $262K
|
25.7K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.28KNew |
$250K - $251K
|
2.28K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.2K+ 64.47% |
$242K - $243K
|
5.61K
$618K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.16K+ 21.52% |
$238K - $239K
|
12.2K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
2.1KNew |
$231K - $232K
|
2.1K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.04K+ 45.78% |
$225K - $226K
|
6.51K
$718K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.99K+ 0.2% |
$219K - $220K
|
1.01M
$111M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
1.71KNew |
$188K - $189K
|
1.71K
$189K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.53K+ 5.94% |
$168K - $169K
|
27.3K
$3.01M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
1.37K+ 24.4% |
$151K - $152K
|
7K
$772K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.13KNew |
$124K - $125K
|
1.13K
$125K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.08KNew |
$118K - $119K
|
1.08K
$119K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
909New |
$100K - $100K
|
909
$100K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
538+ 1.97% |
$59.2K - $59.4K
|
27.8K
$3.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
510New |
$56.1K - $56.3K
|
510
$56.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
500+ 5.68% |
$55K - $55.2K
|
9.3K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
499+ 11.68% |
$54.9K - $55.1K
|
4.77K
$526K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
498New |
$54.8K - $55K
|
498
$54.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
453+ 5.56% |
$49.9K - $50K
|
8.6K
$948K
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
BUY
|
- |
362+ 11.11% |
$39.8K - $40K
|
3.62K
$399K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
335+ 1.64% |
$36.9K - $37K
|
20.8K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
303New |
$33.3K - $33.5K
|
303
$33.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
260+ 3.71% |
$28.6K - $28.7K
|
7.28K
$802K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
254New |
$28K - $28.1K
|
254
$28K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
244+ 7.09% |
$26.9K - $27K
|
3.69K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
185New |
$20.4K - $20.4K
|
185
$20.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
182New |
$20K - $20.1K
|
182
$20.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
119New |
$13.1K - $13.1K
|
119
$13.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
100New |
$11K - $11K
|
100
$11K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
80+ 3.15% |
$8.8K - $8.84K
|
2.62K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
76+ 1.74% |
$8.36K - $8.39K
|
4.45K
$491K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
53+ 2.87% |
$5.83K - $5.85K
|
1.9K
$210K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.7% |
$4.4K - $4.42K
|
5.78K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
35+ 0.04% |
$3.85K - $3.87K
|
95.1K
$10.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27New |
$2.97K - $2.98K
|
27
$2.98K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
25+ 0.55% |
$2.75K - $2.76K
|
4.54K
$500K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23New |
$2.53K - $2.54K
|
23
$2.54K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
21+ 1.06% |
$2.31K - $2.32K
|
2K
$221K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
16New |
$1.76K - $1.77K
|
16
$1.76K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
15+ 0.19% |
$1.65K - $1.66K
|
7.77K
$857K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6New |
$660 - $663
|
6
$662
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.93% |
$660 - $663
|
652
$71.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|