Purchases and Sales Made in Q3 2024 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.8K- 0.22% |
$308K - $310K
|
1.25M
$137M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-2.87K- 3.58% |
$316K - $318K
|
77.4K
$8.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.94K- 4.28% |
$324K - $325K
|
65.7K
$7.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.02K- 11.91% |
$333K - $335K
|
22.4K
$2.46M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 29.71% |
$334K - $336K
|
7.19K
$792K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3.17K- 6.46% |
$349K - $351K
|
46K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-3.25K- 29.41% |
$358K - $360K
|
7.81K
$861K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.32K- 8.16% |
$365K - $367K
|
37.3K
$4.11M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-3.4K- 7.18% |
$374K - $376K
|
44K
$4.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.41K- 8.87% |
$375K - $377K
|
35.1K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.43K- 0.72% |
$378K - $380K
|
475K
$52.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-3.56K- 13.86% |
$392K - $394K
|
22.1K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.71K- 7.27% |
$408K - $411K
|
47.4K
$5.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.86K- 38.21% |
$424K - $427K
|
6.24K
$687K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.93K- 3.59% |
$432K - $434K
|
105K
$11.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-3.98K- 1.08% |
$438K - $440K
|
366K
$40.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-4.03K- 27.88% |
$443K - $445K
|
10.4K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.07K- 12.84% |
$447K - $450K
|
27.6K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.1K- 6.38% |
$451K - $453K
|
60.1K
$6.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.33K- 35.13% |
$477K - $479K
|
8K
$881K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-4.45K- 8.7% |
$490K - $492K
|
46.7K
$5.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.6K- 18.35% |
$507K - $509K
|
20.5K
$2.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.72K- 5.18% |
$519K - $522K
|
86.3K
$9.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.88K- 44.18% |
$537K - $540K
|
6.17K
$680K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.98K- 3.2% |
$548K - $551K
|
151K
$16.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.11K- 33.39% |
$563K - $566K
|
10.2K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.22K- 4.25% |
$574K - $577K
|
117K
$12.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5.23K- 16.44% |
$576K - $579K
|
26.6K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.31K- 16.88% |
$584K - $588K
|
26.2K
$2.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.33K- 15.21% |
$586K - $589K
|
29.7K
$3.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-5.52K- 30.12% |
$608K - $611K
|
12.8K
$1.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.99K- 7.77% |
$659K - $662K
|
71.1K
$7.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.16K- 32.15% |
$678K - $682K
|
13K
$1.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.2K- 0.9% |
$682K - $686K
|
684K
$75.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.68K- 26.73% |
$735K - $739K
|
18.3K
$2.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6.69K- 26.3% |
$736K - $740K
|
18.7K
$2.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6.85K- 33.5% |
$754K - $758K
|
13.6K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.98K- 49.75% |
$769K - $773K
|
7.06K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.03K- 26.48% |
$773K - $777K
|
19.5K
$2.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.03K- 98.39% |
$774K - $778K
|
115
$12.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.07K- 60.67% |
$778K - $782K
|
4.59K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.44K- 19.29% |
$819K - $823K
|
31.1K
$3.43M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.56K- 4.02% |
$832K - $836K
|
181K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.56K- 18.74% |
$832K - $836K
|
32.8K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.85K- 89.78% |
$864K - $868K
|
893
$98.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.96K- 4.61% |
$876K - $881K
|
165K
$18.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.21K- 37.96% |
$1.01M - $1.02M
|
15.1K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.32K- 12.96% |
$1.03M - $1.03M
|
62.6K
$6.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.1K- 51.7% |
$1.11M - $1.11M
|
9.39K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.5K- 47.94% |
$1.16M - $1.16M
|
11.4K
$1.26M
|