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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.7K- 45.36% |
$1.18M - $1.18M
|
12.9K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.8K- 49.43% |
$1.19M - $1.2M
|
11.1K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.5K- 4.3% |
$1.26M - $1.27M
|
255K
$28.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.1K- 24.55% |
$1.33M - $1.33M
|
37.1K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.2K- 35.5% |
$1.34M - $1.35M
|
22.2K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-13.2K- 27.46% |
$1.45M - $1.46M
|
34.9K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-13.3K- 3.33% |
$1.47M - $1.48M
|
387K
$42.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13.5K- 35.87% |
$1.48M - $1.49M
|
24K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-13.9K- 69.14% |
$1.53M - $1.54M
|
6.21K
$684K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.6K- 17.96% |
$1.61M - $1.62M
|
66.9K
$7.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-15.1K- 61.26% |
$1.66M - $1.67M
|
9.54K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-15.1K- 72.02% |
$1.66M - $1.67M
|
5.86K
$646K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-15.3K- 11.93% |
$1.68M - $1.69M
|
113K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-15.5K- 20.59% |
$1.71M - $1.72M
|
59.9K
$6.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-15.6K- 15.6% |
$1.72M - $1.73M
|
84.4K
$9.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-16.1K- 69.52% |
$1.78M - $1.78M
|
7.07K
$779K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-16.2K- 27.76% |
$1.78M - $1.79M
|
42.1K
$4.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-17.1K- 46.38% |
$1.89M - $1.9M
|
19.8K
$2.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-17.2K- 40.63% |
$1.89M - $1.9M
|
25.1K
$2.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-17.8K- 9.88% |
$1.96M - $1.97M
|
162K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.5K- 31.75% |
$2.03M - $2.04M
|
39.7K
$4.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-18.5K- 49.77% |
$2.04M - $2.05M
|
18.7K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-18.5K- 4.57% |
$2.04M - $2.05M
|
387K
$42.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18.6K- 45.45% |
$2.05M - $2.06M
|
22.4K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.8K- 14.86% |
$2.07M - $2.08M
|
108K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.9K- 18.17% |
$2.08M - $2.09M
|
84.9K
$9.36M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-19K- 41.38% |
$2.09M - $2.1M
|
26.9K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-21.2K- 6.62% |
$2.33M - $2.34M
|
298K
$32.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-21.5K- 24.41% |
$2.37M - $2.38M
|
66.6K
$7.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-22K- 84.03% |
$2.42M - $2.44M
|
4.19K
$461K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-23.2K- 55.06% |
$2.55M - $2.57M
|
18.9K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-24.4K- 58.42% |
$2.68M - $2.7M
|
17.4K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-25.6K- 21.58% |
$2.82M - $2.83M
|
93K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.4K- 5.57% |
$3.01M - $3.03M
|
464K
$51.1M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-27.8K- 54.66% |
$3.06M - $3.07M
|
23K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29.6K- 15.47% |
$3.26M - $3.27M
|
162K
$17.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-29.7K- 40.2% |
$3.27M - $3.29M
|
44.2K
$4.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31.4K- 37.11% |
$3.46M - $3.47M
|
53.2K
$5.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-31.8K- 45.43% |
$3.49M - $3.51M
|
38.1K
$4.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-34.4K- 43.01% |
$3.79M - $3.81M
|
45.6K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-34.6K- 38.16% |
$3.81M - $3.83M
|
56.1K
$6.18M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39.9K- 68.05% |
$4.39M - $4.41M
|
18.7K
$2.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-40K- 9.62% |
$4.4M - $4.43M
|
376K
$41.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-40.4K- 66.89% |
$4.45M - $4.47M
|
20K
$2.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40.9K- 3.61% |
$4.5M - $4.52M
|
1.09M
$120M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-43.1K- 57.55% |
$4.74M - $4.77M
|
31.8K
$3.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-46.8K- 94.99% |
$5.15M - $5.18M
|
2.47K
$272K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-47.8K- 8.45% |
$5.26M - $5.29M
|
518K
$57.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-61.1K- 96.4% |
$6.72M - $6.76M
|
2.28K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.1K- 15.86% |
$7.49M - $7.53M
|
361K
$39.8M
|