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
|
Private Advisor Group, LLC
|
BUY
|
- |
22.8K+ 65.91% |
$2.51M - $2.53M
|
57.5K
$6.33M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
22.6K+ 54.57% |
$2.49M - $2.5M
|
64K
$7.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.5K+ 14.75% |
$2.48M - $2.49M
|
175K
$19.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
22.4KNew |
$2.46M - $2.47M
|
22.4K
$2.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
21.9K+ 25.42% |
$2.42M - $2.43M
|
108K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
21.2K+ 39.84% |
$2.33M - $2.34M
|
74.3K
$8.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
20.3KNew |
$2.24M - $2.25M
|
20.3K
$2.24M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
19.2K+ 15.59% |
$2.12M - $2.13M
|
143K
$15.7M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
18.6K+ 367.1% |
$2.05M - $2.06M
|
23.7K
$2.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
18.6KNew |
$2.05M - $2.06M
|
18.6K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
18.3KNew |
$2.02M - $2.03M
|
18.3K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16KNew |
$1.76M - $1.77M
|
16K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 6.37% |
$1.68M - $1.69M
|
255K
$28.1M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
14.4K+ 690.73% |
$1.58M - $1.59M
|
16.5K
$1.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.2K+ 31.02% |
$1.57M - $1.57M
|
60.1K
$6.62M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13.9K+ 7.45% |
$1.53M - $1.53M
|
200K
$22.1M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.9K+ 577.13% |
$1.53M - $1.53M
|
16.3K
$1.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13.9K+ 842.64% |
$1.53M - $1.53M
|
15.5K
$1.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.8K+ 208.47% |
$1.52M - $1.53M
|
20.5K
$2.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
13.5K+ 13.12% |
$1.49M - $1.5M
|
117K
$12.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.4K+ 1.96% |
$1.48M - $1.48M
|
698K
$76.9M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 230.93% |
$1.46M - $1.46M
|
19K
$2.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
12.7K+ 93.23% |
$1.39M - $1.4M
|
26.2K
$2.89M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.4K+ 9.57% |
$1.36M - $1.37M
|
142K
$15.6M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
12.3K+ 5.99% |
$1.36M - $1.36M
|
218K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
12.3K+ 17.42% |
$1.35M - $1.36M
|
82.9K
$9.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
12.2K+ 7.68% |
$1.34M - $1.34M
|
170K
$18.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
12KNew |
$1.32M - $1.33M
|
12K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
11.8K+ 100.07% |
$1.3M - $1.31M
|
23.7K
$2.61M
|
|
|
May 09, 2024
Q1 2024
|
Investment Management Associates Inc
|
BUY
|
- |
11.7KNew |
$1.29M - $1.29M
|
11.7K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.4K+ 196.9% |
$1.25M - $1.26M
|
17.1K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11.3K+ 11.67% |
$1.24M - $1.25M
|
108K
$11.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
11.3K+ 2.47% |
$1.24M - $1.24M
|
467K
$51.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11K+ 188.09% |
$1.21M - $1.22M
|
16.9K
$1.86M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
10.3K+ 26.37% |
$1.13M - $1.13M
|
49.2K
$5.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
9.92K+ 257.76% |
$1.09M - $1.1M
|
13.8K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9.76KNew |
$1.07M - $1.08M
|
9.76K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
9.66K+ 10.86% |
$1.06M - $1.07M
|
98.6K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
9.49K+ 70.24% |
$1.04M - $1.05M
|
23K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.39K+ 73.03% |
$1.03M - $1.04M
|
22.2K
$2.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.26KNew |
$1.02M - $1.02M
|
9.26K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
9.12KNew |
$1M - $1.01M
|
9.12K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.77KNew |
$966K - $970K
|
8.77K
$967K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.67KNew |
$954K - $958K
|
8.67K
$955K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
8.29K+ 3.77% |
$912K - $916K
|
228K
$25.1M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
7.81KNew |
$860K - $863K
|
7.81K
$861K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.61K+ 182.28% |
$838K - $842K
|
11.8K
$1.3M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.58K+ 6.75% |
$834K - $838K
|
120K
$13.2M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.54K+ 120.01% |
$830K - $834K
|
13.8K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
7.36K+ 9.16% |
$811K - $814K
|
87.7K
$9.67M
|