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 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-69.4K- 99.46% |
$7.64M - $7.68M
|
378
$41.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-70.5K- 69.34% |
$7.76M - $7.8M
|
31.2K
$3.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-74.8K- 63.13% |
$8.23M - $8.28M
|
43.7K
$4.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-75K- 77.24% |
$8.25M - $8.3M
|
22.1K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-86.6K- 9.03% |
$9.54M - $9.59M
|
873K
$96.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-91.1K- 33.36% |
$10M - $10.1M
|
182K
$20.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-93.6K- 33.16% |
$10.3M - $10.4M
|
189K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-102K- 5.18% |
$11.2M - $11.2M
|
1.86M
$205M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-104K- 10.43% |
$11.4M - $11.5M
|
891K
$98.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-104K- 30.58% |
$11.5M - $11.5M
|
236K
$26M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-106K- 32.04% |
$11.7M - $11.7M
|
225K
$24.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-110K- 32.7% |
$12.1M - $12.2M
|
227K
$25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-152K- 7.52% |
$16.8M - $16.8M
|
1.87M
$206M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-192K- 12.08% |
$21.2M - $21.3M
|
1.4M
$154M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-227K- 98.29% |
$25M - $25.2M
|
3.95K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-242K- 67.22% |
$26.6M - $26.8M
|
118K
$13M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-247K- 98.13% |
$27.2M - $27.3M
|
4.71K
$519K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-249K- 86.51% |
$27.4M - $27.5M
|
38.8K
$4.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-253K- 33.02% |
$27.9M - $28M
|
514K
$56.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-289K- 62.88% |
$31.8M - $31.9M
|
170K
$18.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-315K- 19.87% |
$34.6M - $34.8M
|
1.27M
$140M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-337K- 29.69% |
$37.1M - $37.3M
|
799K
$88M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-382K- 9.32% |
$42M - $42.2M
|
3.71M
$409M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-935K- 66.32% |
$103M - $103M
|
475K
$52.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-11.1M- 94.26% |
$1.23B - $1.23B
|
679K
$74.8M
|