Purchases and Sales Made in Q1 2024 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.39M+ 20.77% |
$153M - $153M
|
8.06M
$888M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
648KNew |
$71.3M - $71.6M
|
648K
$71.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
437K+ 1582.55% |
$48.1M - $48.3M
|
464K
$51.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
435K+ 8.35% |
$47.9M - $48.1M
|
5.65M
$622M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
387K+ 59.61% |
$42.6M - $42.8M
|
1.04M
$114M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
368K+ 237.13% |
$40.5M - $40.7M
|
523K
$57.6M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
296K+ 22.61% |
$32.6M - $32.8M
|
1.61M
$177M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
208K+ 13.87% |
$22.9M - $23M
|
1.7M
$188M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
198K+ 26.26% |
$21.8M - $21.9M
|
953K
$105M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
178K+ 48.08% |
$19.6M - $19.7M
|
548K
$60.4M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
164K+ 4664.67% |
$18.1M - $18.1M
|
168K
$18.5M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
164K+ 4664.67% |
$18.1M - $18.1M
|
168K
$18.5M
|
|
|
May 06, 2024
Q1 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
158K+ 31.71% |
$17.4M - $17.5M
|
657K
$72.4M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
146KNew |
$16.1M - $16.2M
|
146K
$16.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
144KNew |
$15.9M - $16M
|
144K
$15.9M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
121KNew |
$13.3M - $13.3M
|
121K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
108K+ 49.69% |
$11.9M - $12M
|
327K
$36M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
96.8K+ 33.89% |
$10.7M - $10.7M
|
382K
$42.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
92.4KNew |
$10.2M - $10.2M
|
92.4K
$10.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
89.1K+ 61.53% |
$9.81M - $9.85M
|
234K
$25.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
86.2K+ 3.86% |
$9.49M - $9.53M
|
2.32M
$256M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
85.3KNew |
$9.39M - $9.43M
|
85.3K
$9.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
81.9K+ 109.55% |
$9.02M - $9.06M
|
157K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72.8K+ 247.16% |
$8.01M - $8.05M
|
102K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
65.8K+ 52.13% |
$7.25M - $7.28M
|
192K
$21.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
63.3K+ 57517.27% |
$6.97M - $7M
|
63.4K
$6.98M
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
63KNew |
$6.94M - $6.97M
|
63K
$6.95M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
61.3K+ 91417.91% |
$6.74M - $6.77M
|
61.3K
$6.75M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
58.1K+ 3061.06% |
$6.4M - $6.42M
|
60K
$6.61M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56.7KNew |
$6.24M - $6.26M
|
56.7K
$6.24M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
55.1K+ 25.99% |
$6.07M - $6.1M
|
267K
$29.5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.8K+ 16.57% |
$5.92M - $5.95M
|
378K
$41.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.7K+ 5.39% |
$5.58M - $5.61M
|
992K
$109M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
49.4K+ 11.14% |
$5.44M - $5.47M
|
493K
$54.3M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
46.6K+ 15.8% |
$5.14M - $5.16M
|
342K
$37.7M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
43.7KNew |
$4.81M - $4.83M
|
43.7K
$4.81M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.5K+ 3.98% |
$4.79M - $4.81M
|
1.14M
$125M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
39.5K+ 317.47% |
$4.35M - $4.36M
|
51.9K
$5.72M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
39.3K+ 15.58% |
$4.32M - $4.34M
|
291K
$32.1M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
36.5KNew |
$4.02M - $4.04M
|
36.5K
$4.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
31.4KNew |
$3.45M - $3.47M
|
31.4K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
31K+ 150.91% |
$3.41M - $3.43M
|
51.5K
$5.68M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28K+ 90.24% |
$3.09M - $3.1M
|
59.1K
$6.51M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.6K+ 13.8% |
$3.04M - $3.05M
|
228K
$25.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.4K+ 8.93% |
$3.02M - $3.03M
|
334K
$36.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
26.7K+ 768.37% |
$2.94M - $2.95M
|
30.1K
$3.32M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
26K+ 26.1% |
$2.87M - $2.88M
|
126K
$13.9M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$2.69M - $2.7M
|
24.4K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.5K+ 40.9% |
$2.59M - $2.6M
|
81K
$8.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
23.2KNew |
$2.56M - $2.57M
|
23.2K
$2.56M
|