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 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.7K+ 296.63% |
$2.5M - $2.52M
|
30.4K
$3.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
22.6K+ 32.82% |
$2.49M - $2.5M
|
91.4K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
20.9K+ 4.35% |
$2.3M - $2.31M
|
502K
$55.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
20.5KNew |
$2.26M - $2.27M
|
20.5K
$2.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
19.8KNew |
$2.18M - $2.19M
|
19.8K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19.5K+ 9.53% |
$2.15M - $2.16M
|
224K
$24.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
19K+ 15.45% |
$2.09M - $2.1M
|
142K
$15.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18.8KNew |
$2.07M - $2.08M
|
18.8K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18.8KNew |
$2.07M - $2.08M
|
18.8K
$2.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
18.6KNew |
$2.05M - $2.06M
|
18.6K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
18.3K+ 4.38% |
$2.01M - $2.03M
|
436K
$48.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
18K+ 86.03% |
$1.98M - $1.99M
|
39K
$4.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.2K+ 131.74% |
$1.9M - $1.91M
|
30.3K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
17.1K+ 3.15% |
$1.89M - $1.9M
|
561K
$61.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
16.8KNew |
$1.85M - $1.86M
|
16.8K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.3KNew |
$1.79M - $1.8M
|
16.3K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.1K+ 5.24% |
$1.77M - $1.78M
|
323K
$35.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
16K+ 7.79% |
$1.76M - $1.77M
|
222K
$24.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15.9K+ 26.57% |
$1.75M - $1.76M
|
75.8K
$8.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
15.7K+ 3.91% |
$1.72M - $1.73M
|
416K
$45.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
15.7KNew |
$1.72M - $1.73M
|
15.7K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.7K+ 4.68% |
$1.62M - $1.63M
|
329K
$36.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.6K+ 306.91% |
$1.61M - $1.62M
|
19.4K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.2K+ 23.51% |
$1.45M - $1.46M
|
69.4K
$7.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
13.1K+ 8.61% |
$1.44M - $1.45M
|
165K
$18.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
12.9KNew |
$1.42M - $1.42M
|
12.9K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.8KNew |
$1.41M - $1.42M
|
12.8K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
12.5K+ 7.28% |
$1.38M - $1.39M
|
185K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
12.2KNew |
$1.34M - $1.35M
|
12.2K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.2KNew |
$1.34M - $1.35M
|
12.2K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
12.1K+ 68.99% |
$1.33M - $1.34M
|
29.6K
$3.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12K+ 9.58% |
$1.32M - $1.32M
|
137K
$15.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.1K+ 42.48% |
$1.22M - $1.23M
|
37.2K
$4.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
10.8K+ 96.72% |
$1.19M - $1.19M
|
21.9K
$2.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
10.6K+ 76.56% |
$1.17M - $1.18M
|
24.5K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
10.3K+ 29.26% |
$1.13M - $1.14M
|
45.3K
$5M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.2K+ 8.76% |
$1.12M - $1.13M
|
126K
$14M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.1K+ 112.83% |
$1.11M - $1.11M
|
19K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
9.9KNew |
$1.09M - $1.1M
|
9.9K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
9.88K+ 55.11% |
$1.09M - $1.09M
|
27.8K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
9.73KNew |
$1.07M - $1.08M
|
9.73K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.51K+ 25.13% |
$1.05M - $1.05M
|
47.4K
$5.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
9.44K+ 40.09% |
$1.04M - $1.04M
|
33K
$3.64M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
9.25K+ 8.19% |
$1.02M - $1.02M
|
122K
$13.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Management Associates Inc
|
BUY
|
- |
8.83K+ 71.42% |
$971K - $977K
|
21.2K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.41K+ 153.03% |
$926K - $931K
|
13.9K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.02KNew |
$882K - $887K
|
8.02K
$885K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.89KNew |
$868K - $873K
|
7.89K
$871K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.62K+ 2.06% |
$838K - $843K
|
377K
$41.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.47KNew |
$822K - $826K
|
7.47K
$824K
|