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 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
26.5KNew |
$2.92M - $2.93M
|
26.5K
$2.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25.5K+ 20.27% |
$2.81M - $2.82M
|
151K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.3K+ 71.72% |
$2.78M - $2.79M
|
60.5K
$6.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
23.3K+ 14.1% |
$2.56M - $2.57M
|
188K
$20.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
23.2K+ 6.06% |
$2.55M - $2.56M
|
405K
$44.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.5K+ 36.62% |
$2.47M - $2.48M
|
83.8K
$9.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
21.6K+ 82.39% |
$2.38M - $2.39M
|
47.8K
$5.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.8K+ 84.42% |
$2.07M - $2.08M
|
41K
$4.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.6K+ 6.44% |
$2.04M - $2.05M
|
307K
$33.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.1K+ 88.22% |
$1.99M - $2M
|
38.5K
$4.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
17.9K+ 7.66% |
$1.97M - $1.98M
|
252K
$27.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
17.7K+ 19.17% |
$1.95M - $1.96M
|
110K
$12.1M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
17.5KNew |
$1.93M - $1.93M
|
17.5K
$1.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
17.4K+ 28.81% |
$1.92M - $1.93M
|
77.9K
$8.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.7K+ 8.94% |
$1.73M - $1.73M
|
191K
$21.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
15.1K+ 25.15% |
$1.67M - $1.67M
|
75.4K
$8.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.8K+ 11.24% |
$1.63M - $1.64M
|
147K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.5K+ 4.99% |
$1.6M - $1.6M
|
306K
$33.7M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.2K+ 58.02% |
$1.56M - $1.57M
|
38.6K
$4.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
14.2KNew |
$1.56M - $1.56M
|
14.2K
$1.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
13.7K+ 875.38% |
$1.51M - $1.52M
|
15.3K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
13.7K+ 2.94% |
$1.51M - $1.52M
|
481K
$53M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
13.5K+ 7.05% |
$1.49M - $1.5M
|
206K
$22.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.5K+ 166.58% |
$1.49M - $1.49M
|
21.6K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.3KNew |
$1.47M - $1.47M
|
13.3K
$1.47M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
13.3KNew |
$1.46M - $1.47M
|
13.3K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
12.2K+ 7.24% |
$1.34M - $1.34M
|
180K
$19.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12K+ 3.76% |
$1.32M - $1.32M
|
330K
$36.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
11.9K+ 41.53% |
$1.31M - $1.32M
|
40.6K
$4.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.8K+ 129.9% |
$1.3M - $1.31M
|
21K
$2.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 4.64% |
$1.3M - $1.31M
|
267K
$29.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
11.7KNew |
$1.28M - $1.29M
|
11.7K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.5K+ 84.57% |
$1.27M - $1.27M
|
25.1K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
11.2K+ 2.89% |
$1.24M - $1.24M
|
400K
$44.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
11.2KNew |
$1.23M - $1.23M
|
11.2K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
11.1KNew |
$1.22M - $1.22M
|
11.1K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10.8K+ 6.67% |
$1.18M - $1.19M
|
172K
$19M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.6K+ 36.56% |
$1.16M - $1.17M
|
39.4K
$4.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10.3K+ 32.18% |
$1.13M - $1.14M
|
42.3K
$4.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
10.3K+ 9.49% |
$1.13M - $1.13M
|
118K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.2KNew |
$1.13M - $1.13M
|
10.2K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$1.12M - $1.13M
|
10.2K
$1.13M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10.1K+ 7.12% |
$1.11M - $1.12M
|
152K
$16.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10K+ 7.01% |
$1.1M - $1.11M
|
153K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10K+ 16.7% |
$1.1M - $1.11M
|
70K
$7.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$1.1M - $1.1M
|
10K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
9.9KNew |
$1.09M - $1.09M
|
9.9K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.74K+ 62.49% |
$1.07M - $1.08M
|
25.3K
$2.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9.69K+ 11.09% |
$1.07M - $1.07M
|
97.1K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.38K+ 67.87% |
$1.03M - $1.04M
|
23.2K
$2.56M
|