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 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-63.4K- 82.35% |
$6.98M - $7.01M
|
13.6K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-63.8K- 53.98% |
$7.03M - $7.06M
|
54.4K
$6M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-64.4K- 80.7% |
$7.09M - $7.12M
|
15.4K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-71.4K- 73.71% |
$7.86M - $7.9M
|
25.5K
$2.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
SELL
|
- |
-71.6K- 22.71% |
$7.89M - $7.92M
|
244K
$26.9M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-72K- 14.21% |
$7.93M - $7.96M
|
435K
$47.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-74K- 13.87% |
$8.15M - $8.18M
|
460K
$50.7M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-77.1K- 22.64% |
$8.49M - $8.52M
|
263K
$29M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-83.2K- 73.3% |
$9.16M - $9.2M
|
30.3K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-88.8K- 13.49% |
$9.78M - $9.82M
|
570K
$62.8M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-96.2K- 41.28% |
$10.6M - $10.6M
|
137K
$15.1M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-100K- 96.33% |
$11.1M - $11.1M
|
3.83K
$422K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-107K- 14.75% |
$11.8M - $11.9M
|
620K
$68.4M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-113K- 20.92% |
$12.5M - $12.5M
|
428K
$47.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-127K- 28.45% |
$13.9M - $14M
|
318K
$35.1M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-134K- 50.12% |
$14.8M - $14.8M
|
134K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-140K- 4.01% |
$15.4M - $15.5M
|
3.35M
$369M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-162K- 97.24% |
$17.8M - $17.9M
|
4.61K
$508K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-177K- 92.55% |
$19.5M - $19.6M
|
14.3K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-185K- 11.06% |
$20.3M - $20.4M
|
1.48M
$164M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-199K- 10.53% |
$21.9M - $22M
|
1.69M
$187M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-200K- 85.05% |
$22.1M - $22.2M
|
35.2K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-204K- 87.62% |
$22.5M - $22.6M
|
28.9K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-246K- 17.8% |
$27.1M - $27.2M
|
1.14M
$125M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-297K- 76.06% |
$32.8M - $32.9M
|
93.6K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-328K- 8.6% |
$36.1M - $36.3M
|
3.48M
$384M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-365K- 58.99% |
$40.2M - $40.4M
|
254K
$28M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-387K- 89.26% |
$42.7M - $42.8M
|
46.6K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-459K- 59.79% |
$50.6M - $50.8M
|
309K
$34M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-512K- 33.88% |
$56.4M - $56.7M
|
1M
$110M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-513K- 8.32% |
$56.5M - $56.7M
|
5.65M
$623M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-513K- 8.32% |
$56.5M - $56.7M
|
5.65M
$623M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-530K- 23.21% |
$58.4M - $58.6M
|
1.75M
$193M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-687K- 66.87% |
$75.7M - $76M
|
340K
$37.5M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-706K- 61.08% |
$77.7M - $78M
|
450K
$49.6M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-931K- 37.07% |
$103M - $103M
|
1.58M
$174M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.45M- 82.5% |
$820M - $824M
|
1.58M
$174M
|