Purchases and Sales Made in Q3 2023 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.42M+ 21.15% |
$156M - $157M
|
8.15M
$897M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.22M+ 546.35% |
$134M - $135M
|
1.44M
$159M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.12M+ 282.08% |
$123M - $123M
|
1.51M
$167M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
628K+ 360.87% |
$69.1M - $69.4M
|
802K
$88.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
606K+ 1857.49% |
$66.6M - $66.9M
|
638K
$70.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
470K+ 469.42% |
$51.7M - $52M
|
570K
$62.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
367KNew |
$40.4M - $40.6M
|
367K
$40.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
338K+ 110.82% |
$37.2M - $37.4M
|
644K
$70.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
336K+ 32.55% |
$37M - $37.1M
|
1.37M
$151M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
314K+ 106.49% |
$34.5M - $34.7M
|
609K
$67M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
313KNew |
$34.5M - $34.6M
|
313K
$34.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
310K+ 43.54% |
$34.1M - $34.2M
|
1.02M
$113M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
270K+ 8.62% |
$29.7M - $29.9M
|
3.41M
$375M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
257K+ 34.79% |
$28.3M - $28.4M
|
996K
$110M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
245K+ 172.27% |
$27M - $27.1M
|
388K
$42.7M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
244KNew |
$26.9M - $27M
|
244K
$26.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
243K+ 217.91% |
$26.7M - $26.9M
|
355K
$39.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
242KNew |
$26.6M - $26.8M
|
242K
$26.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
237K+ 24.06% |
$26.1M - $26.2M
|
1.22M
$135M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
219K+ 54.34% |
$24.1M - $24.2M
|
621K
$68.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
152K+ 21.46% |
$16.7M - $16.8M
|
860K
$94.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
140K+ 44.09% |
$15.4M - $15.4M
|
457K
$50.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
137K+ 10.5% |
$15.1M - $15.1M
|
1.44M
$159M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
127K+ 795.16% |
$14M - $14.1M
|
143K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
112KNew |
$12.4M - $12.4M
|
112K
$12.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
108K+ 73.79% |
$11.8M - $11.9M
|
254K
$27.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
106K+ 6.82% |
$11.6M - $11.7M
|
1.65M
$182M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
104KNew |
$11.5M - $11.5M
|
104K
$11.5M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
93.2K+ 91.24% |
$10.3M - $10.3M
|
195K
$21.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90.4K+ 151.16% |
$9.95M - $9.99M
|
150K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
89.4K+ 405.21% |
$9.84M - $9.88M
|
112K
$12.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
87.4K+ 126.72% |
$9.62M - $9.66M
|
156K
$17.2M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
84.6KNew |
$9.3M - $9.34M
|
84.6K
$9.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
BUY
|
- |
83.6K+ 37.84% |
$9.19M - $9.23M
|
304K
$33.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
82.2K+ 1956.56% |
$9.04M - $9.08M
|
86.4K
$9.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
80.7K+ 16.32% |
$8.88M - $8.92M
|
575K
$63.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
80.6K+ 292.52% |
$8.87M - $8.91M
|
108K
$11.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
77.5K+ 143.95% |
$8.52M - $8.56M
|
131K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
77.4K+ 6503.36% |
$8.51M - $8.55M
|
78.6K
$8.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
74.5K+ 97.98% |
$8.2M - $8.24M
|
151K
$16.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
74.3K+ 376.04% |
$8.17M - $8.21M
|
94K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.1K+ 28.45% |
$7.38M - $7.41M
|
303K
$33.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
63.5KNew |
$6.98M - $7.01M
|
63.5K
$6.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
56.6K+ 596.75% |
$6.23M - $6.26M
|
66.1K
$7.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
52.4K+ 33.33% |
$5.76M - $5.79M
|
210K
$23.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
51.3K+ 39.5% |
$5.64M - $5.67M
|
181K
$19.9M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
49.2K+ 40.72% |
$5.41M - $5.44M
|
170K
$18.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
44.6K+ 14.94% |
$4.91M - $4.93M
|
343K
$37.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
43.2KNew |
$4.75M - $4.77M
|
43.2K
$4.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
42.5K+ 771.77% |
$4.68M - $4.7M
|
48K
$5.29M
|