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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.21K+ 15.79% |
$353K - $355K
|
23.5K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.2K+ 13.91% |
$352K - $354K
|
26.2K
$2.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.13K+ 6.8% |
$345K - $346K
|
49.2K
$5.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.12K+ 45.09% |
$344K - $345K
|
10.1K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.09KNew |
$340K - $342K
|
3.09K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.07KNew |
$337K - $339K
|
3.07K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.97K+ 2.95% |
$327K - $328K
|
104K
$11.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.96KNew |
$326K - $327K
|
2.96K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.91KNew |
$320K - $321K
|
2.91K
$321K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.72K+ 27.55% |
$300K - $301K
|
12.6K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.66K+ 108.46% |
$292K - $293K
|
5.1K
$563K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.66K+ 43.18% |
$292K - $293K
|
8.8K
$971K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.56K+ 37.69% |
$281K - $282K
|
9.33K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.5KNew |
$275K - $276K
|
2.5K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.42K+ 2.12% |
$267K - $268K
|
117K
$12.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.37K+ 7.21% |
$260K - $261K
|
35.2K
$3.88M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.33K+ 1.22% |
$257K - $258K
|
194K
$21.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.33KNew |
$256K - $257K
|
2.33K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.26K+ 1.65% |
$249K - $250K
|
139K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.23K+ 0.61% |
$245K - $246K
|
369K
$40.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.22K+ 1.45% |
$244K - $245K
|
156K
$17.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.2K+ 7.54% |
$242K - $243K
|
31.3K
$3.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.19K+ 119.92% |
$241K - $242K
|
4.02K
$443K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.19K+ 13.91% |
$241K - $242K
|
17.9K
$1.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.19KNew |
$241K - $242K
|
2.19K
$241K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.15KNew |
$237K - $238K
|
2.15K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.08K+ 33.28% |
$228K - $229K
|
8.31K
$916K
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
2.05K+ 2.08% |
$225K - $226K
|
101K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.05KNew |
$225K - $226K
|
2.05K
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.01KNew |
$221K - $222K
|
2.01K
$222K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.01K+ 4.08% |
$221K - $222K
|
51.2K
$5.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.94KNew |
$214K - $215K
|
1.94K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.92K+ 23.09% |
$211K - $212K
|
10.2K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.89K+ 5.8% |
$208K - $209K
|
34.4K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.89KNew |
$207K - $208K
|
1.89K
$208K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.87KNew |
$205K - $206K
|
1.87K
$206K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.83KNew |
$201K - $202K
|
1.83K
$202K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.78KNew |
$196K - $197K
|
1.78K
$196K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.71K+ 5.7% |
$188K - $189K
|
31.7K
$3.49M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.68K+ 67.7% |
$185K - $186K
|
4.16K
$459K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.68KNew |
$185K - $186K
|
1.68K
$185K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.58K+ 16.13% |
$173K - $174K
|
11.3K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.48K+ 3.17% |
$162K - $163K
|
48.1K
$5.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.44K+ 6.45% |
$159K - $159K
|
23.8K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.39K+ 9.51% |
$152K - $153K
|
15.9K
$1.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.36K+ 18.71% |
$149K - $150K
|
8.62K
$950K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.36K+ 6.26% |
$149K - $150K
|
23K
$2.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.36KNew |
$149K - $150K
|
1.36K
$149K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.34K+ 7.11% |
$147K - $148K
|
20.1K
$2.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.28K+ 27.51% |
$141K - $142K
|
5.94K
$655K
|