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 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
7.3K+ 13.72% |
$804K - $807K
|
60.5K
$6.67M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.26KNew |
$799K - $803K
|
7.26K
$800K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
7.12K+ 13.41% |
$784K - $787K
|
60.2K
$6.64M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.07K+ 4.01% |
$778K - $782K
|
183K
$20.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.7K+ 6.02% |
$737K - $740K
|
118K
$13M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.47K+ 4.74% |
$713K - $716K
|
143K
$15.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.15KNew |
$677K - $680K
|
6.15K
$678K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.84KNew |
$643K - $645K
|
5.84K
$643K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
5.56KNew |
$612K - $615K
|
5.56K
$613K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.47K+ 1.82% |
$603K - $605K
|
306K
$33.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
5.39KNew |
$594K - $596K
|
5.39K
$594K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.37K+ 6.55% |
$592K - $594K
|
87.4K
$9.63M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.24K+ 21.02% |
$577K - $579K
|
30.1K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.21KNew |
$573K - $576K
|
5.21K
$574K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.79K+ 17.59% |
$527K - $529K
|
32K
$3.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.78K+ 19.78% |
$527K - $529K
|
29K
$3.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.75KNew |
$523K - $526K
|
4.75K
$524K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.73K+ 3.02% |
$521K - $523K
|
161K
$17.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.65K+ 70.04% |
$512K - $514K
|
11.3K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.54KNew |
$500K - $502K
|
4.54K
$500K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.47K+ 232.95% |
$492K - $494K
|
6.39K
$704K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.45K+ 2.59% |
$489K - $491K
|
176K
$19.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.4K+ 16.5% |
$485K - $487K
|
31.1K
$3.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
4.4K+ 52.11% |
$484K - $486K
|
12.8K
$1.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4.35K+ 78.73% |
$479K - $481K
|
9.88K
$1.09M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.27K+ 12.57% |
$470K - $472K
|
38.2K
$4.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.27K+ 34.7% |
$470K - $472K
|
16.6K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
4.15KNew |
$457K - $459K
|
4.15K
$457K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
4.11K+ 10.21% |
$453K - $455K
|
44.4K
$4.89M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.06K+ 3.22% |
$447K - $448K
|
130K
$14.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.05K+ 5.14% |
$446K - $448K
|
82.9K
$9.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
4K+ 2.6% |
$441K - $443K
|
158K
$17.4M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.88K+ 9.69% |
$427K - $429K
|
43.9K
$4.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3.87K+ 26.64% |
$426K - $428K
|
18.4K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.74K+ 46.78% |
$412K - $414K
|
11.7K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.68K+ 4.79% |
$406K - $407K
|
80.5K
$8.87M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.67K+ 9.96% |
$404K - $406K
|
40.6K
$4.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.65KNew |
$401K - $403K
|
3.65K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3.62KNew |
$399K - $401K
|
3.62K
$399K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.6K+ 32.27% |
$396K - $398K
|
14.7K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.43K+ 90.17% |
$378K - $379K
|
7.23K
$797K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
3.42KNew |
$377K - $378K
|
3.42K
$377K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.35K+ 7.82% |
$368K - $370K
|
46.1K
$5.08M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.34K+ 0.87% |
$367K - $369K
|
389K
$42.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
3.32KNew |
$365K - $367K
|
3.32K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.04KNew |
$335K - $336K
|
3.04K
$335K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
3K+ 3.34% |
$331K - $332K
|
93K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.98K+ 24.76% |
$328K - $329K
|
15K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.9K+ 38.5% |
$319K - $320K
|
10.4K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.88K+ 106.66% |
$317K - $319K
|
5.58K
$615K
|