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 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-355- 4.1% |
$39.1K - $39.3K
|
8.3K
$914K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-365- 4.16% |
$40.2K - $40.4K
|
8.4K
$926K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-393- 3.79% |
$43.3K - $43.5K
|
9.99K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-405- 31.13% |
$44.6K - $44.8K
|
896
$98.7K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-407- 15.45% |
$44.8K - $45K
|
2.23K
$246K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-408- 97.14% |
$44.9K - $45.1K
|
12
$1.32K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-434- 6.51% |
$47.8K - $48K
|
6.24K
$687K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-435- 14.96% |
$47.9K - $48.1K
|
2.47K
$273K
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-438- 11.97% |
$48.2K - $48.4K
|
3.22K
$355K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-443- 5.2% |
$48.8K - $49K
|
8.08K
$891K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-532- 6.58% |
$58.6K - $58.8K
|
7.55K
$832K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-559- 2.24% |
$61.6K - $61.8K
|
24.4K
$2.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-575- 5.95% |
$63.3K - $63.6K
|
9.09K
$1M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-583- 18.38% |
$64.2K - $64.5K
|
2.59K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-621- 16.06% |
$68.4K - $68.7K
|
3.25K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-625- 1.12% |
$68.8K - $69.1K
|
55K
$6.06M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-639- 7.25% |
$70.4K - $70.7K
|
8.17K
$901K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-651- 0.81% |
$71.7K - $72K
|
80.2K
$8.83M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-656- 23.62% |
$72.2K - $72.5K
|
2.12K
$234K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-679- 9.92% |
$74.8K - $75.1K
|
6.17K
$679K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-690- 0.77% |
$76K - $76.3K
|
88.7K
$9.77M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-697- 7.38% |
$76.7K - $77.1K
|
8.75K
$964K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-712- 21.11% |
$78.4K - $78.7K
|
2.66K
$293K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-725- 6.91% |
$79.8K - $80.2K
|
9.76K
$1.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-740- 25.62% |
$81.5K - $81.8K
|
2.15K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-754- 13.06% |
$83K - $83.4K
|
5.02K
$553K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-774- 11.65% |
$85.2K - $85.6K
|
5.87K
$647K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-796- 12.91% |
$87.6K - $88K
|
5.37K
$592K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-888- 24.33% |
$97.8K - $98.2K
|
2.76K
$304K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-892- 8.28% |
$98.2K - $98.6K
|
9.88K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-905- 7.01% |
$99.6K - $100K
|
12K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-908- 3.62% |
$100K - $100K
|
24.2K
$2.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-930- 7.73% |
$102K - $103K
|
11.1K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Sicart Associates LLC
|
SELL
|
- |
-1K- 7.35% |
$110K - $111K
|
12.6K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1K- 19.79% |
$110K - $111K
|
4.05K
$447K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.01K- 62.9% |
$112K - $112K
|
598
$65.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.02K- 3.71% |
$112K - $113K
|
26.5K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.05K- 61.38% |
$116K - $116K
|
660
$72.7K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.06K- 15.29% |
$117K - $117K
|
5.89K
$649K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.13K- 6.4% |
$124K - $125K
|
16.5K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.15K- 31.69% |
$127K - $127K
|
2.48K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.21K- 10.81% |
$133K - $134K
|
9.99K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.24K- 28.37% |
$136K - $137K
|
3.13K
$344K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.28K- 17.6% |
$140K - $141K
|
5.97K
$658K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.32K- 23.91% |
$146K - $146K
|
4.21K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.33K- 5.45% |
$146K - $147K
|
23K
$2.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.33K- 1.89% |
$146K - $147K
|
68.9K
$7.6M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.36K- 60.0% |
$150K - $150K
|
906
$99.8K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.38K- 7.5% |
$152K - $153K
|
17K
$1.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.47K- 15.84% |
$162K - $163K
|
7.81K
$861K
|