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 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-3.24K- 13.65% |
$356K - $357K
|
20.5K
$2.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.3K- 3.14% |
$363K - $365K
|
102K
$11.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-3.3K- 13.96% |
$364K - $365K
|
20.4K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.37K- 6.92% |
$371K - $373K
|
45.3K
$5M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.48K- 12.02% |
$382K - $384K
|
25.4K
$2.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.56K- 42.64% |
$392K - $393K
|
4.79K
$528K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.59K- 2.77% |
$394K - $396K
|
126K
$13.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.6K- 32.46% |
$396K - $398K
|
7.49K
$826K
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-3.74K- 4.63% |
$411K - $413K
|
77K
$8.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.86K- 13.55% |
$425K - $427K
|
24.6K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.9K- 1.48% |
$429K - $431K
|
259K
$28.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4K- 68.2% |
$440K - $442K
|
1.87K
$206K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-4.02K- 7.56% |
$442K - $444K
|
49.1K
$5.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.05K- 26.63% |
$445K - $447K
|
11.1K
$1.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4.14K- 6.06% |
$455K - $457K
|
64.1K
$7.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.25K- 25.65% |
$467K - $469K
|
12.3K
$1.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-4.28K- 1.25% |
$471K - $473K
|
338K
$37.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-4.48K- 5.05% |
$493K - $495K
|
84.2K
$9.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.48K- 33.81% |
$493K - $495K
|
8.77K
$967K
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-4.51K- 26.48% |
$496K - $498K
|
12.5K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.57K- 6.24% |
$503K - $505K
|
68.7K
$7.57M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.78K- 0.48% |
$526K - $528K
|
995K
$110M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.93K- 26.88% |
$543K - $545K
|
13.4K
$1.48M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.95K- 28.89% |
$544K - $546K
|
12.2K
$1.34M
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-5K- 45.16% |
$550K - $553K
|
6.07K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.23K- 11.02% |
$575K - $578K
|
42.2K
$4.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.29K- 9.72% |
$582K - $584K
|
49.1K
$5.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-5.35K- 27.95% |
$589K - $591K
|
13.8K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-5.47K- 7.36% |
$602K - $605K
|
68.9K
$7.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.74K- 13.07% |
$632K - $635K
|
38.2K
$4.21M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.77K- 22.97% |
$635K - $638K
|
19.4K
$2.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Sicart Associates LLC
|
SELL
|
- |
-5.95K- 47.22% |
$655K - $658K
|
6.65K
$733K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.96K- 50.79% |
$656K - $659K
|
5.78K
$637K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-5.99K- 11.04% |
$659K - $662K
|
48.2K
$5.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.04K- 19.92% |
$664K - $667K
|
24.3K
$2.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.04K- 58.03% |
$665K - $668K
|
4.37K
$482K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.67K- 74.23% |
$734K - $737K
|
2.32K
$255K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.06K- 29.07% |
$777K - $780K
|
17.2K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-7.55K- 68.93% |
$831K - $834K
|
3.4K
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.59K- 32.91% |
$835K - $839K
|
15.5K
$1.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-7.7K- 19.47% |
$847K - $850K
|
31.8K
$3.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.99K- 23.42% |
$879K - $883K
|
26.1K
$2.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.06K- 1.15% |
$887K - $890K
|
690K
$76.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-9.35K- 29.83% |
$1.03M - $1.03M
|
22K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-9.72K- 2.37% |
$1.07M - $1.07M
|
400K
$44.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-9.74K- 11.09% |
$1.07M - $1.08M
|
78.1K
$8.61M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-9.78K- 18.98% |
$1.08M - $1.08M
|
41.8K
$4.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.95K- 92.88% |
$1.1M - $1.1M
|
763
$84.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-10.5K- 43.35% |
$1.15M - $1.16M
|
13.7K
$1.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-10.9K- 8.19% |
$1.2M - $1.21M
|
123K
$13.5M
|