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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.78KNew |
$196K - $197K
|
1.78K
$197K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.68KNew |
$185K - $186K
|
1.68K
$185K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.36K+ 6.26% |
$149K - $150K
|
23K
$2.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
686+ 16.03% |
$75.5K - $75.8K
|
4.97K
$548K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
450+ 1323.53% |
$49.5K - $49.7K
|
484
$53.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
432New |
$47.5K - $47.7K
|
432
$47.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
386New |
$42.5K - $42.7K
|
386
$42.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
366New |
$40.3K - $40.4K
|
366
$40.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
337+ 7.54% |
$37.1K - $37.2K
|
4.8K
$530K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
300+ 1.58% |
$33K - $33.2K
|
19.2K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
233New |
$25.6K - $25.7K
|
233
$25.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
190+ 2.09% |
$20.9K - $21K
|
9.29K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
133+ 2.19% |
$14.6K - $14.7K
|
6.21K
$685K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
107+ 891.67% |
$11.8K - $11.8K
|
119
$13.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
104+ 266.67% |
$11.4K - $11.5K
|
143
$15.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
103New |
$11.3K - $11.4K
|
103
$11.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
72New |
$7.92K - $7.96K
|
72
$7.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
68+ 2.81% |
$7.48K - $7.51K
|
2.49K
$275K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
55New |
$6.05K - $6.08K
|
55
$6.07K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
29New |
$3.19K - $3.2K
|
29
$3.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
24New |
$2.64K - $2.65K
|
24
$2.65K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
11New |
$1.21K - $1.22K
|
11
$1.21K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10New |
$1.1K - $1.11K
|
10
$1.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.83% |
$110 - $111
|
122
$13.5K
|
|
| Q1 2024 | |||||||
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
164K+ 4664.67% |
$18.1M - $18.1M
|
168K
$18.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
85.3KNew |
$9.39M - $9.43M
|
85.3K
$9.41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72.8K+ 247.16% |
$8.01M - $8.05M
|
102K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
39.5K+ 317.47% |
$4.35M - $4.36M
|
51.9K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.4K+ 8.93% |
$3.02M - $3.03M
|
334K
$36.9M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$2.69M - $2.7M
|
24.4K
$2.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
23.2KNew |
$2.56M - $2.57M
|
23.2K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9.76KNew |
$1.07M - $1.08M
|
9.76K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.26KNew |
$1.02M - $1.02M
|
9.26K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.84KNew |
$643K - $645K
|
5.84K
$644K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
5.56KNew |
$612K - $615K
|
5.56K
$614K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.75KNew |
$523K - $526K
|
4.75K
$525K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.65KNew |
$401K - $403K
|
3.65K
$402K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
3.42KNew |
$377K - $378K
|
3.42K
$378K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.98K+ 24.76% |
$328K - $329K
|
15K
$1.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.88K+ 106.66% |
$317K - $319K
|
5.58K
$616K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.68KNew |
$295K - $296K
|
2.68K
$296K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.28KNew |
$251K - $252K
|
2.28K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.13KNew |
$234K - $235K
|
2.13K
$235K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.09KNew |
$230K - $231K
|
2.09K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.08KNew |
$229K - $230K
|
2.08K
$230K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.9KNew |
$209K - $210K
|
1.9K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.19KNew |
$131K - $131K
|
1.19K
$131K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.15K+ 59.35% |
$127K - $127K
|
3.09K
$341K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.14K+ 44.55% |
$126K - $126K
|
3.71K
$410K
|
|