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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.63K- 21.82% |
$399K - $401K
|
13K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.68K- 13.03% |
$406K - $407K
|
24.6K
$2.71M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.81K- 8.48% |
$419K - $421K
|
41.1K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-3.85K- 11.79% |
$424K - $425K
|
28.8K
$3.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.94K- 23.2% |
$434K - $436K
|
13.1K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.95K- 34.63% |
$434K - $436K
|
7.45K
$821K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4K- 47.42% |
$440K - $442K
|
4.43K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.11K- 2.76% |
$452K - $454K
|
145K
$15.9M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-4.24K- 27.6% |
$466K - $468K
|
11.1K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.32K- 5.32% |
$475K - $477K
|
76.8K
$8.46M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.4K- 7.51% |
$485K - $487K
|
54.2K
$5.97M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.43K- 62.84% |
$488K - $490K
|
2.62K
$289K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-4.57K- 4.04% |
$504K - $506K
|
109K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.62K- 3.38% |
$509K - $511K
|
132K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-5.09K- 23.07% |
$561K - $563K
|
17K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-5.25K- 4.68% |
$578K - $580K
|
107K
$11.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-5.3K- 15.04% |
$584K - $586K
|
29.9K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-5.38K- 22.94% |
$592K - $594K
|
18.1K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.43K- 29.01% |
$598K - $601K
|
13.3K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.5K- 49.05% |
$605K - $608K
|
5.71K
$629K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.66K- 45.88% |
$623K - $625K
|
6.67K
$735K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.66K- 19.4% |
$624K - $626K
|
23.5K
$2.59M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-5.71K- 10.47% |
$628K - $631K
|
48.8K
$5.38M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.71K- 39.96% |
$629K - $632K
|
8.59K
$946K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-5.96K- 9.15% |
$656K - $658K
|
59.1K
$6.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-6.11K- 3.51% |
$672K - $675K
|
168K
$18.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.11K- 24.99% |
$673K - $676K
|
18.4K
$2.02M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.24K- 5.64% |
$688K - $690K
|
104K
$11.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.39K- 49.23% |
$703K - $706K
|
6.59K
$726K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.5K- 15.16% |
$715K - $718K
|
36.4K
$4.01M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-6.55K- 39.72% |
$722K - $725K
|
9.95K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-6.65K- 4.15% |
$732K - $736K
|
153K
$16.9M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-6.88K- 58.9% |
$757K - $761K
|
4.8K
$529K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.89K- 53.33% |
$759K - $762K
|
6.03K
$665K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.96K- 56.97% |
$767K - $770K
|
5.26K
$580K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.99K- 54.86% |
$769K - $772K
|
5.75K
$633K
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-7.06K- 3.55% |
$777K - $780K
|
191K
$21.1M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-7.29K- 65.87% |
$802K - $806K
|
3.77K
$416K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.46K- 9.25% |
$821K - $825K
|
73.1K
$8.06M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.56K- 58.47% |
$833K - $836K
|
5.37K
$592K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-8.24K- 69.42% |
$907K - $911K
|
3.63K
$400K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-8.28K- 13.48% |
$912K - $916K
|
53.2K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-9.07K- 14.98% |
$999K - $1M
|
51.5K
$5.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9.55K- 26.49% |
$1.05M - $1.06M
|
26.5K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-9.8K- 10.82% |
$1.08M - $1.08M
|
80.8K
$8.9M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-10.2K- 19.45% |
$1.12M - $1.13M
|
42.2K
$4.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-11.3K- 72.13% |
$1.24M - $1.25M
|
4.36K
$481K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-11.3K- 18.84% |
$1.24M - $1.25M
|
48.7K
$5.37M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.5K- 2.97% |
$1.27M - $1.28M
|
377K
$41.5M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11.7K- 73.25% |
$1.29M - $1.29M
|
4.28K
$471K
|