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 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.23KNew |
$796K - $800K
|
7.23K
$798K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
6.78K+ 3.83% |
$746K - $750K
|
184K
$20.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.25K+ 1395.54% |
$688K - $692K
|
6.7K
$739K
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
BUY
|
- |
6.18K+ 2.05% |
$680K - $683K
|
308K
$34M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
6.03K+ 3.11% |
$663K - $667K
|
200K
$22.1M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
5.84KNew |
$643K - $646K
|
5.84K
$645K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.66K+ 16.2% |
$623K - $626K
|
40.6K
$4.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
5.53K+ 11.56% |
$609K - $612K
|
53.4K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.33K+ 92.36% |
$587K - $590K
|
11.1K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.2K+ 33.62% |
$572K - $575K
|
20.7K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.06K+ 12.84% |
$557K - $560K
|
44.5K
$4.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.04K+ 40.94% |
$555K - $557K
|
17.3K
$1.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.99KNew |
$549K - $552K
|
4.99K
$551K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.84K+ 2.41% |
$533K - $536K
|
206K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.78K+ 114.87% |
$526K - $529K
|
8.95K
$987K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.69KNew |
$516K - $519K
|
4.69K
$518K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.6K+ 5.88% |
$506K - $509K
|
82.8K
$9.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.53K+ 99.85% |
$498K - $501K
|
9.06K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
4.45K+ 15.27% |
$489K - $492K
|
33.6K
$3.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.3K+ 22.27% |
$473K - $476K
|
23.6K
$2.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.28K+ 521.98% |
$470K - $473K
|
5.09K
$562K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.26K+ 56.81% |
$468K - $471K
|
11.8K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
4.25K+ 90.43% |
$468K - $470K
|
8.95K
$988K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.21K+ 9.52% |
$463K - $465K
|
48.4K
$5.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.18KNew |
$459K - $462K
|
4.18K
$461K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
4.15K+ 4.19% |
$457K - $459K
|
103K
$11.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.78K+ 45.85% |
$415K - $418K
|
12K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.72K+ 10.57% |
$409K - $411K
|
38.9K
$4.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.66K+ 4.09% |
$403K - $405K
|
93.1K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
3.64KNew |
$400K - $402K
|
3.64K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.6K+ 3.99% |
$396K - $398K
|
93.8K
$10.3M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.47K+ 33.94% |
$381K - $383K
|
13.7K
$1.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.37K+ 1.84% |
$371K - $373K
|
186K
$20.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.35KNew |
$369K - $371K
|
3.35K
$370K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.31K+ 5.58% |
$364K - $366K
|
62.6K
$6.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.25KNew |
$357K - $359K
|
3.25K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.21KNew |
$353K - $355K
|
3.21K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.14KNew |
$346K - $348K
|
3.14K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.12K+ 55.26% |
$343K - $345K
|
8.75K
$966K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.1K+ 12.23% |
$341K - $343K
|
28.4K
$3.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.1K+ 18.19% |
$341K - $342K
|
20.1K
$2.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.09KNew |
$340K - $341K
|
3.09K
$341K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.02K+ 32.31% |
$332K - $334K
|
12.4K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.99K+ 0.82% |
$329K - $331K
|
366K
$40.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.96K+ 24.79% |
$325K - $327K
|
14.9K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.95K+ 12.83% |
$325K - $326K
|
26K
$2.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.95KNew |
$324K - $326K
|
2.95K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.82K+ 1.6% |
$310K - $312K
|
179K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.81K+ 13.72% |
$309K - $311K
|
23.3K
$2.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.77K+ 21.94% |
$304K - $306K
|
15.4K
$1.7M
|