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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
203K+ 24.19% |
$22.3M - $22.4M
|
1.04M
$115M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
64KNew |
$7.04M - $7.07M
|
64K
$7.05M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
51.5KNew |
$5.67M - $5.69M
|
51.5K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
49.3KNew |
$5.43M - $5.45M
|
49.3K
$5.44M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
48.3KNew |
$5.32M - $5.33M
|
48.3K
$5.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
37.3KNew |
$4.11M - $4.12M
|
37.3K
$4.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
28.7KNew |
$3.16M - $3.17M
|
28.7K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
26.5K+ 100.0% |
$2.92M - $2.93M
|
53K
$5.85M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
24.9KNew |
$2.74M - $2.75M
|
24.9K
$2.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
18.4KNew |
$2.03M - $2.03M
|
18.4K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.4KNew |
$1.14M - $1.15M
|
10.4K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8.76KNew |
$964K - $968K
|
8.76K
$966K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
7.85K+ 4.54% |
$864K - $867K
|
181K
$19.9M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.82KNew |
$531K - $532K
|
4.82K
$531K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.71KNew |
$519K - $521K
|
4.71K
$520K
|
|
|
Apr 24, 2025
Q1 2025
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
4.14KNew |
$456K - $458K
|
4.14K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.62KNew |
$399K - $400K
|
3.62K
$399K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.91KNew |
$320K - $322K
|
2.91K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.79KNew |
$307K - $308K
|
2.79K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.4K+ 2.62% |
$264K - $265K
|
93.7K
$10.3M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.13KNew |
$235K - $235K
|
2.13K
$235K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.06KNew |
$227K - $228K
|
2.06K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.96KNew |
$215K - $216K
|
1.96K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1.8K+ 90.0% |
$198K - $199K
|
3.8K
$419K
|
|
|
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 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.46KNew |
$160K - $161K
|
1.46K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.37K+ 3.91% |
$150K - $151K
|
36.3K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
648New |
$71.4K - $71.6K
|
648
$71.5K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
596+ 21.11% |
$65.6K - $65.9K
|
3.42K
$377K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$55.1K - $55.3K
|
500
$55.1K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
392+ 237.58% |
$43.2K - $43.3K
|
557
$61.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
324New |
$35.7K - $35.8K
|
324
$35.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
200New |
$22K - $22.1K
|
200
$22.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
159+ 6.99% |
$17.5K - $17.6K
|
2.43K
$268K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
140+ 5.42% |
$15.4K - $15.5K
|
2.73K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
72New |
$7.93K - $7.96K
|
72
$7.94K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
64+ 0.47% |
$7.05K - $7.07K
|
13.6K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
63New |
$6.94K - $6.96K
|
63
$6.95K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
58+ 11.37% |
$6.39K - $6.41K
|
568
$62.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
54New |
$5.95K - $5.97K
|
54
$5.96K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46New |
$5.07K - $5.08K
|
46
$5.07K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
46New |
$5.07K - $5.08K
|
46
$5.07K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39New |
$4.29K - $4.31K
|
39
$4.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37New |
$4.07K - $4.09K
|
37
$4.08K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
23+ 0.66% |
$2.53K - $2.54K
|
3.52K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
15+ 107.14% |
$1.65K - $1.66K
|
29
$3.2K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
15New |
$1.65K - $1.66K
|
15
$1.65K
|
|