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 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.5K- 4.29% |
$1.26M - $1.27M
|
256K
$28.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-11.5K- 3.28% |
$1.27M - $1.27M
|
340K
$37.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Titan Capital Management, LLC
|
SELL
|
- |
-11.6K- 8.94% |
$1.27M - $1.28M
|
118K
$13M
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-11.7K- 20.94% |
$1.28M - $1.29M
|
44K
$4.85M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.2K- 25.81% |
$1.45M - $1.46M
|
37.9K
$4.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.5K- 3.58% |
$1.49M - $1.49M
|
363K
$40M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-14.2K- 76.14% |
$1.56M - $1.56M
|
4.44K
$489K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 18.35% |
$1.64M - $1.64M
|
66.1K
$7.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-16.1K- 15.04% |
$1.77M - $1.77M
|
90.7K
$9.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-16.4K- 42.76% |
$1.8M - $1.81M
|
21.9K
$2.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.5K- 32.17% |
$2.03M - $2.04M
|
38.9K
$4.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-18.7K- 42.12% |
$2.06M - $2.07M
|
25.7K
$2.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-19.3K- 33.41% |
$2.12M - $2.13M
|
38.5K
$4.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-21.3K- 89.74% |
$2.34M - $2.35M
|
2.44K
$268K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-21.7K- 23.2% |
$2.39M - $2.4M
|
71.9K
$7.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.4K- 33.42% |
$2.69M - $2.7M
|
48.7K
$5.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-25.4K- 42.03% |
$2.8M - $2.81M
|
35.1K
$3.86M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-25.5K- 18.41% |
$2.8M - $2.82M
|
113K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-27.9K- 92.66% |
$3.07M - $3.09M
|
2.21K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-28.3K- 26.06% |
$3.11M - $3.13M
|
80.3K
$8.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-29K- 36.13% |
$3.19M - $3.2M
|
51.2K
$5.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-30.2K- 23.21% |
$3.33M - $3.34M
|
100K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-30.8K- 9.43% |
$3.39M - $3.4M
|
296K
$32.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-30.8K- 7.1% |
$3.39M - $3.41M
|
404K
$44.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-31.1K- 85.23% |
$3.42M - $3.44M
|
5.39K
$594K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32.7K- 3.29% |
$3.59M - $3.61M
|
959K
$106M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33.5K- 32.07% |
$3.68M - $3.7M
|
70.9K
$7.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-36.2K- 30.01% |
$3.98M - $4M
|
84.4K
$9.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-36.5K- 23.33% |
$4.02M - $4.04M
|
120K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-38.1K- 87.1% |
$4.19M - $4.21M
|
5.64K
$621K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-39.1K- 55.43% |
$4.31M - $4.32M
|
31.5K
$3.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-40.4K- 95.59% |
$4.44M - $4.46M
|
1.86K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.5K- 3.82% |
$4.78M - $4.8M
|
1.09M
$120M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-45.1K- 8.41% |
$4.96M - $4.98M
|
491K
$54.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-51.3K- 86.81% |
$5.65M - $5.67M
|
7.8K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-78.9K- 14.12% |
$8.68M - $8.72M
|
480K
$52.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-80.7K- 95.73% |
$8.88M - $8.92M
|
3.6K
$397K
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-82.9K- 52.55% |
$9.12M - $9.16M
|
74.8K
$8.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-99.6K- 45.65% |
$11M - $11M
|
119K
$13.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-110K- 97.39% |
$12.1M - $12.1M
|
2.94K
$324K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-123K- 73.56% |
$13.5M - $13.6M
|
44.2K
$4.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-143K- 41.94% |
$15.7M - $15.8M
|
198K
$21.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-146K- 87.35% |
$16.1M - $16.2M
|
21.2K
$2.33M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-148K- 74.47% |
$16.3M - $16.4M
|
50.8K
$5.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-163K- 9.27% |
$17.9M - $18M
|
1.59M
$175M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-163K- 78.71% |
$18M - $18.1M
|
44.2K
$4.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-166K- 53.85% |
$18.3M - $18.4M
|
142K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-180K- 58.72% |
$19.8M - $19.9M
|
126K
$13.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-202K- 32.6% |
$22.3M - $22.4M
|
418K
$46.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-228K- 41.69% |
$25.1M - $25.2M
|
319K
$35.2M
|