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 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-54- 2.07% |
$5.95K - $5.97K
|
2.55K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-58- 0.64% |
$6.39K - $6.41K
|
8.98K
$991K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-58- 41.73% |
$6.39K - $6.41K
|
81
$8.94K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-68- 63.55% |
$7.49K - $7.52K
|
39
$4.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-71- 0.35% |
$7.82K - $7.85K
|
20K
$2.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-73- 0.99% |
$8.04K - $8.07K
|
7.28K
$804K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-79- 0.72% |
$8.7K - $8.74K
|
11K
$1.21M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-84- 75.68% |
$9.25K - $9.29K
|
27
$2.98K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-85- 4.34% |
$9.36K - $9.4K
|
1.88K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-90- 1.37% |
$9.91K - $9.95K
|
6.5K
$717K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-90- 0.43% |
$9.91K - $9.95K
|
21.1K
$2.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-91- 0.17% |
$10K - $10.1K
|
53.3K
$5.88M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-99- 0.55% |
$10.9K - $10.9K
|
17.7K
$1.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-100- 5.0% |
$11K - $11.1K
|
1.9K
$210K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-105- 75.54% |
$11.6K - $11.6K
|
34
$3.75K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-107- 1.13% |
$11.8K - $11.8K
|
9.39K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-108- 1.43% |
$11.9K - $11.9K
|
7.44K
$821K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-108- 38.43% |
$11.9K - $11.9K
|
173
$19.1K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-138- 5.98% |
$15.2K - $15.3K
|
2.17K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-160- 2.39% |
$17.6K - $17.7K
|
6.54K
$722K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-160- 6.69% |
$17.6K - $17.7K
|
2.23K
$246K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-162- 4.04% |
$17.8K - $17.9K
|
3.85K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-176- 4.33% |
$19.4K - $19.5K
|
3.88K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-188- 19.09% |
$20.7K - $20.8K
|
797
$88K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-190- 2.67% |
$20.9K - $21K
|
6.93K
$765K
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-192- 1.7% |
$21.1K - $21.2K
|
11.1K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-192- 0.59% |
$21.1K - $21.2K
|
32.5K
$3.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-194- 0.32% |
$21.4K - $21.5K
|
60.4K
$6.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 6.67% |
$22K - $22.1K
|
2.8K
$309K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-202- 7.6% |
$22.2K - $22.3K
|
2.46K
$271K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-210- 7.6% |
$23.1K - $23.2K
|
2.55K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-210- 13.2% |
$23.1K - $23.2K
|
1.38K
$152K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-210- 0.11% |
$23.1K - $23.2K
|
199K
$22M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-215- 0.32% |
$23.7K - $23.8K
|
66.9K
$7.38M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-219- 8.86% |
$24.1K - $24.2K
|
2.25K
$249K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-226- 1.48% |
$24.9K - $25K
|
15.1K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-238- 0.5% |
$26.2K - $26.3K
|
47.4K
$5.23M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-249- 8.42% |
$27.4K - $27.5K
|
2.71K
$299K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250- 92.94% |
$27.5K - $27.6K
|
19
$2.1K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-262- 12.57% |
$28.8K - $29K
|
1.82K
$201K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-273- 5.81% |
$30.1K - $30.2K
|
4.43K
$488K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-275- 2.65% |
$30.3K - $30.4K
|
10.1K
$1.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-275- 6.74% |
$30.3K - $30.4K
|
3.81K
$420K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-286- 4.65% |
$31.5K - $31.6K
|
5.87K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-300- 1.39% |
$33K - $33.2K
|
21.2K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-312- 7.81% |
$34.4K - $34.5K
|
3.69K
$407K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-325- 4.06% |
$35.8K - $35.9K
|
7.68K
$847K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-329- 3.63% |
$36.2K - $36.4K
|
8.73K
$964K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-340- 19.3% |
$37.4K - $37.6K
|
1.42K
$157K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-345- 6.32% |
$38K - $38.1K
|
5.11K
$564K
|