Purchases and Sales Made in Q2 2024 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
11.2M+ 1698.37% |
$1.23B - $1.23B
|
11.8M
$1.3B
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.72M+ 361.75% |
$629M - $632M
|
7.3M
$804M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.41M+ 30498.68% |
$155M - $155M
|
1.41M
$155M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
728K+ 139.24% |
$80.1M - $80.4M
|
1.25M
$138M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
610K+ 17.51% |
$67.1M - $67.4M
|
4.09M
$451M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
599K+ 286.94% |
$66M - $66.2M
|
808K
$89M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
567K+ 99.45% |
$62.3M - $62.6M
|
1.14M
$125M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
522K+ 116.07% |
$57.4M - $57.7M
|
972K
$107M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
357KNew |
$39.3M - $39.4M
|
357K
$39.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
353K+ 21.97% |
$38.8M - $39M
|
1.96M
$216M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
288KNew |
$31.7M - $31.8M
|
288K
$31.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
251K+ 14.81% |
$27.6M - $27.7M
|
1.94M
$214M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
215K+ 148.91% |
$23.7M - $23.8M
|
360K
$39.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179K+ 18.74% |
$19.7M - $19.7M
|
1.13M
$125M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
119K+ 18.43% |
$13.1M - $13.2M
|
767K
$84.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.5K+ 6.71% |
$11M - $11M
|
1.58M
$174M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.7K+ 4.73% |
$8.88M - $8.92M
|
1.79M
$197M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.2K+ 17.27% |
$8.82M - $8.86M
|
544K
$60M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79.2K+ 1474.93% |
$8.72M - $8.76M
|
84.6K
$9.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
78.2KNew |
$8.6M - $8.64M
|
78.2K
$8.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
74.7K+ 15.11% |
$8.22M - $8.26M
|
569K
$62.7M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
73K+ 14.79% |
$8.03M - $8.06M
|
566K
$62.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
69.9KNew |
$7.69M - $7.72M
|
69.9K
$7.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
67K+ 513.17% |
$7.37M - $7.4M
|
80K
$8.81M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
60.8K+ 23.97% |
$6.69M - $6.72M
|
315K
$34.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
60.5K+ 5.84% |
$6.65M - $6.68M
|
1.1M
$121M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
58.3K+ 40.87% |
$6.42M - $6.44M
|
201K
$22.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Client First Capital LLC
|
BUY
|
- |
58K+ 23.78% |
$6.38M - $6.41M
|
302K
$33.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
55.2KNew |
$6.08M - $6.1M
|
55.2K
$6.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
53.3KNew |
$5.86M - $5.89M
|
53.3K
$5.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50.6K+ 11.82% |
$5.57M - $5.59M
|
479K
$52.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
50KNew |
$5.5M - $5.53M
|
50K
$5.51M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
45.9KNew |
$5.06M - $5.08M
|
45.9K
$5.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
45.3K+ 70.85% |
$4.99M - $5.01M
|
109K
$12M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
43.3K+ 113.48% |
$4.77M - $4.79M
|
81.5K
$8.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
42.9KNew |
$4.72M - $4.74M
|
42.9K
$4.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
42.2K+ 79.23% |
$4.65M - $4.67M
|
95.5K
$10.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
42K+ 35.97% |
$4.62M - $4.64M
|
159K
$17.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
41.2KNew |
$4.54M - $4.56M
|
41.2K
$4.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
41K+ 49.39% |
$4.51M - $4.53M
|
124K
$13.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
40.8K+ 264.72% |
$4.49M - $4.51M
|
56.2K
$6.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.5K+ 9.91% |
$4.13M - $4.14M
|
416K
$45.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37.2KNew |
$4.09M - $4.11M
|
37.2K
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
34.8KNew |
$3.83M - $3.85M
|
34.8K
$3.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34.7K+ 212.7% |
$3.82M - $3.84M
|
51.1K
$5.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
32.9K+ 80.08% |
$3.62M - $3.64M
|
74K
$8.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
32.6K+ 746.91% |
$3.59M - $3.6M
|
37K
$4.07M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
29.1KNew |
$3.2M - $3.22M
|
29.1K
$3.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29K+ 82.34% |
$3.19M - $3.2M
|
64.2K
$7.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
28.1K+ 191.4% |
$3.09M - $3.1M
|
42.8K
$4.71M
|