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 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.02K+ 10.6% |
$113K - $113K
|
10.7K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.01K+ 12.53% |
$111K - $112K
|
9.06K
$1M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 110.5% |
$110K - $111K
|
1.91K
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
951+ 6.93% |
$105K - $105K
|
14.7K
$1.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
918+ 19.04% |
$101K - $102K
|
5.74K
$633K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
817+ 13.7% |
$90K - $90.3K
|
6.78K
$748K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
806New |
$88.7K - $89.1K
|
806
$89K
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
797+ 19.68% |
$87.8K - $88.1K
|
4.85K
$535K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
769+ 17.35% |
$84.7K - $85K
|
5.2K
$574K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
738+ 6.64% |
$81.3K - $81.6K
|
11.8K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
661+ 3.01% |
$72.8K - $73.1K
|
22.6K
$2.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
646+ 10.0% |
$71.1K - $71.4K
|
7.1K
$784K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
628+ 1.25% |
$69.1K - $69.4K
|
51K
$5.63M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
608+ 1.42% |
$66.9K - $67.2K
|
43.4K
$4.78M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
588+ 1.54% |
$64.7K - $65K
|
38.8K
$4.28M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
574+ 4.53% |
$63.2K - $63.5K
|
13.3K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
513+ 15.08% |
$56.5K - $56.7K
|
3.91K
$432K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
497New |
$54.7K - $55K
|
497
$54.8K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
489+ 4.82% |
$53.8K - $54.1K
|
10.6K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
423New |
$46.6K - $46.8K
|
423
$46.7K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
407+ 7.39% |
$44.8K - $45K
|
5.92K
$653K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
397+ 330.83% |
$43.7K - $43.9K
|
517
$57.1K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
373+ 4.75% |
$41.1K - $41.2K
|
8.23K
$909K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
365New |
$40.2K - $40.4K
|
365
$40.3K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
352+ 5.01% |
$38.8K - $38.9K
|
7.38K
$814K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
334+ 1.18% |
$36.8K - $36.9K
|
28.7K
$3.17M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
331+ 3.92% |
$36.4K - $36.6K
|
8.77K
$968K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
302+ 10.76% |
$33.3K - $33.4K
|
3.11K
$343K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
282+ 1.43% |
$31.1K - $31.2K
|
20K
$2.2M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
272+ 30.09% |
$29.9K - $30.1K
|
1.18K
$130K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
268+ 2.8% |
$29.5K - $29.6K
|
9.84K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
246+ 12.61% |
$27.1K - $27.2K
|
2.2K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
218+ 1.02% |
$24K - $24.1K
|
21.6K
$2.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
215+ 0.55% |
$23.7K - $23.8K
|
39.5K
$4.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
214+ 737.93% |
$23.6K - $23.7K
|
243
$26.8K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
214+ 56.91% |
$23.6K - $23.7K
|
590
$65.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
204+ 1.85% |
$22.5K - $22.6K
|
11.3K
$1.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
187+ 8.42% |
$20.6K - $20.7K
|
2.41K
$266K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
178+ 1.54% |
$19.6K - $19.7K
|
11.8K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
178+ 0.84% |
$19.6K - $19.7K
|
21.3K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
176New |
$19.4K - $19.5K
|
176
$19.4K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
172+ 1.2% |
$18.9K - $19K
|
14.6K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
167+ 0.52% |
$18.4K - $18.5K
|
32.4K
$3.58M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
141New |
$15.5K - $15.6K
|
141
$15.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
135+ 2.31% |
$14.9K - $14.9K
|
5.97K
$659K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
120+ 4.08% |
$13.2K - $13.3K
|
3.06K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
115+ 2.03% |
$12.7K - $12.7K
|
5.79K
$639K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
113+ 3.34% |
$12.4K - $12.5K
|
3.5K
$386K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
110+ 78.57% |
$12.1K - $12.2K
|
250
$27.6K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
107+ 0.84% |
$11.8K - $11.8K
|
12.9K
$1.42M
|