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 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.81K+ 86.04% |
$309K - $311K
|
6.08K
$670K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.81K+ 8.97% |
$309K - $311K
|
34.1K
$3.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.76KNew |
$304K - $305K
|
2.76K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
2.69K+ 8.68% |
$296K - $298K
|
33.7K
$3.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.68KNew |
$295K - $296K
|
2.68K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.64K+ 62.05% |
$291K - $292K
|
6.91K
$761K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.59K+ 7.27% |
$286K - $287K
|
38.3K
$4.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.5K+ 78.84% |
$275K - $276K
|
5.67K
$625K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.45KNew |
$270K - $271K
|
2.45K
$270K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.42K+ 1.47% |
$266K - $268K
|
167K
$18.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.35KNew |
$258K - $259K
|
2.35K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.33K+ 2.81% |
$257K - $258K
|
85.4K
$9.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.28KNew |
$251K - $252K
|
2.28K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.27K+ 2.58% |
$250K - $251K
|
90.1K
$9.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.24K+ 28.62% |
$246K - $247K
|
10.1K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.22KNew |
$245K - $246K
|
2.22K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.2KNew |
$242K - $243K
|
2.2K
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.18KNew |
$240K - $241K
|
2.18K
$240K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.15K+ 36.0% |
$237K - $238K
|
8.12K
$895K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.14KNew |
$235K - $236K
|
2.14K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.13KNew |
$234K - $235K
|
2.13K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.09K+ 6.63% |
$230K - $231K
|
33.6K
$3.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.09KNew |
$230K - $231K
|
2.09K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.08KNew |
$229K - $230K
|
2.08K
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.08K+ 5.64% |
$229K - $230K
|
38.9K
$4.29M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.04KNew |
$225K - $226K
|
2.04K
$225K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.9KNew |
$209K - $210K
|
1.9K
$209K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.89K+ 53.96% |
$208K - $209K
|
5.39K
$594K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.87K+ 15.24% |
$206K - $207K
|
14.1K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.86KNew |
$205K - $206K
|
1.86K
$205K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 12.55% |
$199K - $200K
|
16.2K
$1.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.79K+ 0.87% |
$197K - $198K
|
208K
$22.9M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 8.4% |
$185K - $186K
|
21.7K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.67K+ 63.88% |
$184K - $184K
|
4.28K
$472K
|
|
|
Apr 25, 2024
Q1 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
1.65K+ 1.49% |
$181K - $182K
|
113K
$12.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.62K+ 5.64% |
$178K - $179K
|
30.3K
$3.34M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
1.6K+ 20.88% |
$177K - $177K
|
9.28K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.49K+ 4.75% |
$164K - $164K
|
32.8K
$3.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 921.79% |
$158K - $159K
|
1.59K
$176K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.38K+ 38.7% |
$152K - $152K
|
4.94K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.36K+ 9.05% |
$149K - $150K
|
16.3K
$1.8M
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.26K+ 0.99% |
$139K - $140K
|
129K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.19KNew |
$131K - $131K
|
1.19K
$131K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.18K+ 9.14% |
$130K - $130K
|
14.1K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.15K+ 59.35% |
$127K - $127K
|
3.09K
$341K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.14K+ 44.55% |
$126K - $126K
|
3.71K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.08K+ 27.58% |
$118K - $119K
|
4.97K
$548K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.07K+ 2.14% |
$118K - $119K
|
51.3K
$5.65M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.07KNew |
$117K - $118K
|
1.07K
$117K
|