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 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
351+ 9.04% |
$38.6K - $38.8K
|
4.24K
$468K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
347+ 11.33% |
$38.2K - $38.3K
|
3.41K
$377K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
337+ 7.54% |
$37.1K - $37.2K
|
4.8K
$531K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
333+ 14.79% |
$36.6K - $36.8K
|
2.59K
$286K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
300+ 1.58% |
$33K - $33.2K
|
19.2K
$2.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
291+ 0.67% |
$32K - $32.2K
|
43.6K
$4.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
254+ 9.96% |
$28K - $28.1K
|
2.8K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
233New |
$25.6K - $25.7K
|
233
$25.7K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
210+ 3.52% |
$23.1K - $23.2K
|
6.18K
$683K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
210+ 3.52% |
$23.1K - $23.2K
|
6.18K
$683K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
203+ 0.35% |
$22.3K - $22.4K
|
58.2K
$6.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
191+ 7.93% |
$21K - $21.1K
|
2.6K
$287K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
190+ 2.09% |
$20.9K - $21K
|
9.29K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
169+ 1.18% |
$18.6K - $18.7K
|
14.4K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
164+ 0.97% |
$18K - $18.1K
|
17K
$1.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
164New |
$18K - $18.1K
|
164
$18.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
157+ 1.83% |
$17.3K - $17.4K
|
8.74K
$966K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
145+ 1.33% |
$16K - $16K
|
11K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
143+ 1.92% |
$15.7K - $15.8K
|
7.59K
$838K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
133+ 5.0% |
$14.6K - $14.7K
|
2.79K
$309K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
133+ 2.19% |
$14.6K - $14.7K
|
6.21K
$686K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
128+ 21.69% |
$14.1K - $14.1K
|
718
$79.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
120+ 5.87% |
$13.2K - $13.3K
|
2.16K
$239K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
120+ 1.83% |
$13.2K - $13.3K
|
6.66K
$736K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
107+ 891.67% |
$11.8K - $11.8K
|
119
$13.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
104+ 266.67% |
$11.4K - $11.5K
|
143
$15.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
103+ 1.61% |
$11.3K - $11.4K
|
6.49K
$717K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
103New |
$11.3K - $11.4K
|
103
$11.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
103+ 3.2% |
$11.3K - $11.4K
|
3.32K
$367K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
98+ 1.3% |
$10.8K - $10.8K
|
7.64K
$844K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
80+ 1.41% |
$8.8K - $8.84K
|
5.75K
$635K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
72New |
$7.92K - $7.96K
|
72
$7.95K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
71+ 887.5% |
$7.81K - $7.85K
|
79
$8.73K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
68+ 2.81% |
$7.48K - $7.51K
|
2.49K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
66+ 1.02% |
$7.26K - $7.29K
|
6.56K
$725K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60+ 42.55% |
$6.6K - $6.63K
|
201
$22.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
55New |
$6.05K - $6.08K
|
55
$6.07K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
50+ 1.32% |
$5.5K - $5.53K
|
3.82K
$422K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
50+ 2.67% |
$5.5K - $5.53K
|
1.93K
$213K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
45+ 8.72% |
$4.95K - $4.97K
|
561
$62K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
43+ 1.28% |
$4.73K - $4.75K
|
3.4K
$376K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
29New |
$3.19K - $3.2K
|
29
$3.2K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
24+ 1.27% |
$2.64K - $2.65K
|
1.91K
$211K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
24New |
$2.64K - $2.65K
|
24
$2.65K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 7.98% |
$1.87K - $1.88K
|
230
$25.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 1500.0% |
$1.65K - $1.66K
|
16
$1.77K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
11New |
$1.21K - $1.22K
|
11
$1.21K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10+ 0.15% |
$1.1K - $1.11K
|
6.89K
$760K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10New |
$1.1K - $1.11K
|
10
$1.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8+ 0.29% |
$880 - $884
|
2.77K
$306K
|