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 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.02KNew |
$223K - $224K
|
2.02K
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2K+ 103.31% |
$220K - $221K
|
3.94K
$434K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.96KNew |
$215K - $216K
|
1.96K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.92KNew |
$211K - $212K
|
1.92K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.91KNew |
$210K - $211K
|
1.91K
$210K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.88K+ 3.18% |
$207K - $208K
|
61.1K
$6.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.84KNew |
$202K - $203K
|
1.84K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.78K+ 16.48% |
$196K - $197K
|
12.6K
$1.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 33.9% |
$192K - $193K
|
6.9K
$760K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.7K+ 4.41% |
$187K - $188K
|
40.2K
$4.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
1.7K+ 8.11% |
$187K - $187K
|
22.6K
$2.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.68K+ 84.27% |
$184K - $185K
|
3.67K
$404K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.63K+ 5.28% |
$179K - $180K
|
32.5K
$3.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.61K+ 55.02% |
$177K - $178K
|
4.54K
$500K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.52K+ 52.0% |
$168K - $168K
|
4.46K
$491K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.49K+ 20.55% |
$163K - $164K
|
8.72K
$960K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.46K+ 8.58% |
$161K - $162K
|
18.5K
$2.04M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 22.5% |
$156K - $157K
|
7.74K
$852K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.26K+ 29.72% |
$139K - $140K
|
5.51K
$607K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
1.15K+ 15.16% |
$126K - $127K
|
8.7K
$959K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.15K+ 32.03% |
$126K - $127K
|
4.72K
$520K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.12K+ 1.3% |
$123K - $123K
|
86.7K
$9.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.11K+ 1.39% |
$123K - $123K
|
81.5K
$8.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.09K+ 1.36% |
$120K - $120K
|
81.1K
$8.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1K+ 3.84% |
$110K - $111K
|
27.1K
$2.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1K+ 9.35% |
$110K - $111K
|
11.7K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
984+ 15.96% |
$108K - $109K
|
7.15K
$788K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
951New |
$105K - $105K
|
951
$105K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
938+ 85.43% |
$103K - $104K
|
2.04K
$224K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
861+ 0.28% |
$94.7K - $95.1K
|
309K
$34M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
855+ 44.72% |
$94K - $94.5K
|
2.77K
$305K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
846+ 1433.9% |
$93.1K - $93.5K
|
905
$99.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
833+ 1207.25% |
$91.6K - $92K
|
902
$99.3K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
815New |
$89.6K - $90.1K
|
815
$89.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
804+ 13.42% |
$88.4K - $88.8K
|
6.8K
$748K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
786+ 19.5% |
$86.5K - $86.9K
|
4.82K
$530K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
758+ 7.47% |
$83.4K - $83.8K
|
10.9K
$1.2M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
732New |
$80.5K - $80.9K
|
732
$80.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
725+ 11.25% |
$79.7K - $80.1K
|
7.17K
$789K
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
678+ 0.18% |
$74.6K - $74.9K
|
382K
$42M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
674+ 7.74% |
$74.1K - $74.5K
|
9.38K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
618New |
$68K - $68.3K
|
618
$68.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
618+ 3.12% |
$68K - $68.3K
|
20.4K
$2.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
588+ 5.09% |
$64.7K - $65K
|
12.1K
$1.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
574+ 1.28% |
$63.1K - $63.4K
|
45.4K
$5M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
558+ 4.95% |
$61.4K - $61.7K
|
11.8K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
552+ 9.26% |
$60.7K - $61K
|
6.51K
$717K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
545+ 12.53% |
$59.9K - $60.2K
|
4.89K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
515+ 0.07% |
$56.6K - $56.9K
|
724K
$79.7M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
458+ 3.31% |
$50.4K - $50.6K
|
14.3K
$1.57M
|