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 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
5.07K+ 8.79% |
$558K - $560K
|
62.8K
$6.94M
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
4.42K+ 52.25% |
$486K - $488K
|
12.9K
$1.42M
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.86KNew |
$424K - $426K
|
3.86K
$426K
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.6KNew |
$396K - $398K
|
3.6K
$398K
|
|
Aug 08, 2023
Q2 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
3.49KNew |
$384K - $385K
|
3.49K
$386K
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.33KNew |
$367K - $368K
|
3.33K
$368K
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.17K+ 40.59% |
$349K - $351K
|
11K
$1.21M
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.64KNew |
$290K - $291K
|
2.64K
$291K
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
2.49KNew |
$273K - $275K
|
2.49K
$275K
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.44KNew |
$268K - $269K
|
2.44K
$269K
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
2.35KNew |
$258K - $259K
|
2.35K
$259K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.45KNew |
$160K - $160K
|
1.45K
$160K
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
727New |
$80K - $80.3K
|
727
$80.3K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
584New |
$64.2K - $64.5K
|
584
$64.5K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
551+ 11.01% |
$60.6K - $60.9K
|
5.56K
$614K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
510New |
$56.1K - $56.3K
|
510
$56.4K
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
480New |
$52.8K - $53K
|
480
$53K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
176New |
$19.4K - $19.4K
|
176
$19.4K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
95New |
$10.5K - $10.5K
|
95
$10.5K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
95+ 730.77% |
$10.5K - $10.5K
|
108
$11.9K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
70New |
$7.7K - $7.73K
|
70
$7.74K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
70+ 43.21% |
$7.7K - $7.73K
|
232
$25.6K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
34+ 41.46% |
$3.74K - $3.76K
|
116
$12.8K
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
23+ 1.06% |
$2.53K - $2.54K
|
2.18K
$241K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21+ 1.14% |
$2.31K - $2.32K
|
1.86K
$205K
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
16+ 0.07% |
$1.76K - $1.77K
|
24.3K
$2.69M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 1.13% |
$1.65K - $1.66K
|
1.35K
$149K
|
|
Q1 2023 | |||||||
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
143KNew |
$15.7M - $15.8M
|
143K
$15.8M
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
124KNew |
$13.6M - $13.7M
|
124K
$13.7M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
68K+ 143.46% |
$7.48M - $7.52M
|
115K
$12.8M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
54.7KNew |
$6.02M - $6.05M
|
54.7K
$6.05M
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
27.1KNew |
$2.98M - $3M
|
27.1K
$3M
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
22KNew |
$2.42M - $2.43M
|
22K
$2.43M
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
17.8K+ 242.56% |
$1.95M - $1.96M
|
25.1K
$2.77M
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.93M - $1.94M
|
17.6K
$1.94M
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
13.6K+ 101.05% |
$1.5M - $1.5M
|
27.1K
$2.99M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.6K+ 102.27% |
$1.27M - $1.28M
|
22.9K
$2.53M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.3KNew |
$1.24M - $1.25M
|
11.3K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.86K+ 21.64% |
$1.08M - $1.09M
|
55.4K
$6.13M
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
7.27K+ 108.16% |
$800K - $804K
|
14K
$1.55M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6.02KNew |
$661K - $665K
|
6.02K
$665K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.54KNew |
$499K - $501K
|
4.54K
$501K
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.94KNew |
$433K - $435K
|
3.94K
$435K
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.73KNew |
$410K - $412K
|
3.73K
$412K
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
3.63KNew |
$400K - $402K
|
3.63K
$402K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.43KNew |
$377K - $378K
|
3.43K
$378K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.2K+ 130.73% |
$351K - $353K
|
5.64K
$623K
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.08KNew |
$338K - $340K
|
3.08K
$340K
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.03KNew |
$333K - $335K
|
3.03K
$335K
|