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
|
Signature Securities Group Corporation
|
BUY
|
- |
1.27K+ 22.03% |
$139K - $140K
|
7.01K
$773K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.26K+ 11.85% |
$139K - $140K
|
11.9K
$1.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.2K+ 8.01% |
$132K - $133K
|
16.2K
$1.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.16K+ 14.65% |
$128K - $129K
|
9.1K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.16K+ 44.73% |
$127K - $128K
|
3.75K
$413K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.14K+ 20.75% |
$125K - $125K
|
6.61K
$727K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
1.04K+ 8.13% |
$115K - $115K
|
13.9K
$1.53M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 17.92% |
$114K - $115K
|
6.83K
$752K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.01K+ 12.97% |
$111K - $112K
|
8.83K
$972K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1K+ 2.47% |
$110K - $111K
|
41.6K
$4.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
945+ 4.17% |
$104K - $104K
|
23.6K
$2.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
896+ 0.99% |
$98.6K - $99K
|
91K
$10M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
863+ 2.77% |
$95K - $95.4K
|
32K
$3.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
841+ 15.59% |
$92.5K - $92.9K
|
6.23K
$687K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
829+ 1.2% |
$91.2K - $91.6K
|
69.8K
$7.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
813+ 14.16% |
$89.5K - $89.8K
|
6.55K
$722K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
802+ 25.8% |
$88.3K - $88.6K
|
3.91K
$431K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
784+ 11.75% |
$86.3K - $86.6K
|
7.46K
$821K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
746+ 7.42% |
$82.1K - $82.4K
|
10.8K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
686+ 16.03% |
$75.5K - $75.8K
|
4.97K
$547K
|
|
|
Aug 01, 2024
Q2 2024
|
Investment Management Associates Inc
|
BUY
|
- |
668+ 5.71% |
$73.5K - $73.8K
|
12.4K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
641+ 1.91% |
$70.5K - $70.8K
|
34.3K
$3.78M
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
628+ 2.18% |
$69.1K - $69.4K
|
29.4K
$3.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
620+ 9.36% |
$68.2K - $68.5K
|
7.24K
$798K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
618+ 12.52% |
$68K - $68.3K
|
5.55K
$612K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
602New |
$66.2K - $66.5K
|
602
$66.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
594+ 1.76% |
$65.4K - $65.6K
|
34.3K
$3.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
550+ 13.25% |
$60.5K - $60.8K
|
4.7K
$518K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
532+ 4.49% |
$58.5K - $58.8K
|
12.4K
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
515+ 4.38% |
$56.7K - $56.9K
|
12.3K
$1.35M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
513+ 7.17% |
$56.5K - $56.7K
|
7.67K
$844K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
495+ 22.75% |
$54.5K - $54.7K
|
2.67K
$294K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
478+ 12.21% |
$52.6K - $52.8K
|
4.39K
$484K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
475+ 18.5% |
$52.3K - $52.5K
|
3.04K
$335K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
450+ 1323.53% |
$49.5K - $49.7K
|
484
$53.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
448New |
$49.3K - $49.5K
|
448
$49.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
432New |
$47.5K - $47.7K
|
432
$47.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
427+ 12.88% |
$47K - $47.2K
|
3.74K
$412K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
418+ 2.09% |
$46K - $46.2K
|
20.4K
$2.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
409+ 18.39% |
$45K - $45.2K
|
2.63K
$290K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
407+ 4.64% |
$44.8K - $45K
|
9.18K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
399+ 7.43% |
$43.9K - $44.1K
|
5.77K
$635K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
393+ 20.68% |
$43.2K - $43.4K
|
2.29K
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
386New |
$42.5K - $42.7K
|
386
$42.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
385+ 12.67% |
$42.4K - $42.5K
|
3.42K
$377K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
366New |
$40.3K - $40.4K
|
366
$40.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
366+ 0.42% |
$40.3K - $40.4K
|
88.1K
$9.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
351+ 9.04% |
$38.6K - $38.8K
|
4.24K
$466K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
347+ 11.33% |
$38.2K - $38.3K
|
3.41K
$376K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
337+ 7.54% |
$37.1K - $37.2K
|
4.8K
$529K
|