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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.1K- 97.25% |
$2.1M - $2.11M
|
539
$59.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.1KClosed |
$2.21M - $2.22M
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-21.2K- 48.51% |
$2.33M - $2.34M
|
22.5K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-21.5K- 67.8% |
$2.36M - $2.37M
|
10.2K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-21.7K- 92.65% |
$2.38M - $2.4M
|
1.72K
$190K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.2K- 5.42% |
$2.44M - $2.45M
|
388K
$42.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-22.7K- 28.47% |
$2.49M - $2.5M
|
56.9K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-23.9K- 56.84% |
$2.63M - $2.64M
|
18.2K
$2M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-24.3K- 23.54% |
$2.67M - $2.69M
|
79K
$8.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-25.1K- 52.94% |
$2.76M - $2.77M
|
22.3K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-25.7K- 46.59% |
$2.83M - $2.84M
|
29.5K
$3.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.9K- 8.12% |
$2.85M - $2.87M
|
293K
$32.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-26.7K- 80.73% |
$2.93M - $2.95M
|
6.37K
$702K
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-29.6K- 18.91% |
$3.25M - $3.27M
|
127K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.7K- 17.65% |
$3.27M - $3.28M
|
139K
$15.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-30.2K- 75.36% |
$3.32M - $3.34M
|
9.88K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-31.3K- 21.56% |
$3.44M - $3.45M
|
114K
$12.5M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-32.3K- 12.83% |
$3.55M - $3.57M
|
219K
$24.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-32.3K- 12.83% |
$3.55M - $3.57M
|
219K
$24.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-33.8K- 70.79% |
$3.71M - $3.73M
|
13.9K
$1.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-34.1K- 60.06% |
$3.75M - $3.77M
|
22.7K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-34.4K- 60.29% |
$3.78M - $3.8M
|
22.6K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-35.7K- 33.03% |
$3.93M - $3.94M
|
72.4K
$7.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-36.7K- 23.14% |
$4.04M - $4.06M
|
122K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-38.1K- 6.68% |
$4.19M - $4.21M
|
532K
$58.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-40.3K- 2.37% |
$4.44M - $4.46M
|
1.66M
$183M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-45.5K- 92.0% |
$5.01M - $5.03M
|
3.96K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-47.3K- 31.37% |
$5.21M - $5.23M
|
104K
$11.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-48.4K- 93.67% |
$5.33M - $5.35M
|
3.27K
$361K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-51.6K- 95.25% |
$5.68M - $5.7M
|
2.57K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-52.1K- 32.51% |
$5.73M - $5.76M
|
108K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-53.7K- 73.48% |
$5.91M - $5.94M
|
19.4K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-57.4K- 9.61% |
$6.32M - $6.35M
|
540K
$59.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-62.6K- 30.9% |
$6.89M - $6.92M
|
140K
$15.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-76.6K- 43.49% |
$8.42M - $8.46M
|
99.5K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-90.6K- 62.46% |
$9.96M - $10M
|
54.4K
$6M
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-91.6K- 97.43% |
$10.1M - $10.1M
|
2.42K
$266K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-92.3KClosed |
$10.2M - $10.2M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-96.4K- 15.0% |
$10.6M - $10.7M
|
546K
$60.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-98.3K- 83.42% |
$10.8M - $10.9M
|
19.5K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-106K- 22.6% |
$11.6M - $11.7M
|
362K
$39.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-106K- 59.97% |
$11.7M - $11.8M
|
71K
$7.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-110K- 9.77% |
$12.1M - $12.1M
|
1.01M
$112M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-113K- 52.34% |
$12.5M - $12.5M
|
103K
$11.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-115K- 75.19% |
$12.6M - $12.7M
|
37.9K
$4.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-118K- 51.16% |
$13M - $13.1M
|
113K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-120K- 12.9% |
$13.2M - $13.2M
|
808K
$89.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-120K- 14.66% |
$13.2M - $13.3M
|
700K
$77.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-134K- 34.3% |
$14.8M - $14.9M
|
257K
$28.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-136K- 73.02% |
$15M - $15.1M
|
50.4K
$5.55M
|