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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 0.22% |
$1.76K - $1.77K
|
7.18K
$793K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.58% |
$439 - $442
|
257
$28.4K
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 20.0% |
$110 - $111
|
6
$663
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
245K+ 172.27% |
$27M - $27.1M
|
388K
$42.8M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
43.2KNew |
$4.75M - $4.77M
|
43.2K
$4.77M
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
16.3KNew |
$1.79M - $1.8M
|
16.3K
$1.8M
|
|
Oct 12, 2023
Q3 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.02K+ 55.57% |
$552K - $555K
|
14.1K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
5KNew |
$550K - $553K
|
5K
$553K
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.53KNew |
$499K - $501K
|
4.53K
$501K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.93K+ 9.61% |
$432K - $434K
|
44.8K
$4.95M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.83KNew |
$421K - $423K
|
3.83K
$423K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.69KNew |
$406K - $408K
|
3.69K
$408K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.59KNew |
$284K - $286K
|
2.59K
$286K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.5KNew |
$275K - $276K
|
2.5K
$276K
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.48KNew |
$273K - $274K
|
2.48K
$274K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.39K+ 57.22% |
$263K - $264K
|
6.57K
$726K
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.32KNew |
$255K - $256K
|
2.32K
$256K
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2K+ 103.31% |
$220K - $221K
|
3.94K
$435K
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.96KNew |
$215K - $216K
|
1.96K
$216K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.92KNew |
$211K - $212K
|
1.92K
$212K
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.91KNew |
$210K - $211K
|
1.91K
$211K
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.63K+ 5.28% |
$179K - $180K
|
32.5K
$3.59M
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.52K+ 52.0% |
$168K - $168K
|
4.46K
$492K
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
951New |
$105K - $105K
|
951
$105K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
458+ 3.31% |
$50.4K - $50.6K
|
14.3K
$1.58M
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
452+ 3.62% |
$49.7K - $49.9K
|
12.9K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
366+ 9.72% |
$40.3K - $40.4K
|
4.13K
$457K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
358New |
$39.4K - $39.6K
|
358
$39.6K
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
240+ 0.08% |
$26.4K - $26.5K
|
315K
$34.8M
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
159New |
$17.5K - $17.6K
|
159
$17.6K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
157New |
$17.3K - $17.3K
|
157
$17.3K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
150+ 30.0% |
$16.5K - $16.6K
|
650
$71.8K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
150New |
$16.5K - $16.6K
|
150
$16.6K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
130+ 78.79% |
$14.3K - $14.4K
|
295
$32.6K
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
45+ 1.11% |
$4.95K - $4.97K
|
4.11K
$454K
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
28+ 1.25% |
$3.08K - $3.09K
|
2.27K
$251K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
14+ 0.43% |
$1.54K - $1.55K
|
3.28K
$363K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12New |
$1.32K - $1.33K
|
12
$1.33K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7New |
$770 - $774
|
7
$774
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
3New |
$330 - $332
|
3
$332
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2+ 200.0% |
$220 - $221
|
3
$332
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
90.8KNew |
$9.99M - $10M
|
90.8K
$10M
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
45KNew |
$4.95M - $4.97M
|
45K
$4.97M
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
12.1KNew |
$1.33M - $1.33M
|
12.1K
$1.33M
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.1KNew |
$1M - $1.01M
|
9.1K
$1.01M
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
8.32KNew |
$915K - $919K
|
8.32K
$919K
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
8.26KNew |
$908K - $912K
|
8.26K
$913K
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
8.17K+ 4.06% |
$898K - $902K
|
209K
$23.1M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.85K+ 102.4% |
$643K - $646K
|
11.6K
$1.28M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.18KNew |
$569K - $572K
|
5.18K
$572K
|