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
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.75K+ 10.83% |
$302K - $304K
|
28.1K
$3.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.73K+ 14.41% |
$300K - $301K
|
21.6K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.73K+ 44.09% |
$300K - $301K
|
8.91K
$983K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2.71K+ 0.92% |
$299K - $300K
|
298K
$32.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.7KNew |
$297K - $299K
|
2.7K
$298K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.65K+ 15.41% |
$292K - $294K
|
19.9K
$2.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.65KNew |
$292K - $293K
|
2.65K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.6K+ 6.16% |
$286K - $287K
|
44.8K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.58K+ 20.4% |
$284K - $285K
|
15.2K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.57K+ 25.06% |
$282K - $284K
|
12.8K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$279K - $281K
|
2.54K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.53KNew |
$278K - $279K
|
2.53K
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.5K+ 89.16% |
$275K - $277K
|
5.3K
$585K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.49K+ 19.17% |
$274K - $275K
|
15.5K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.42KNew |
$266K - $267K
|
2.42K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 3.41% |
$266K - $267K
|
73.3K
$8.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.31K+ 17.2% |
$254K - $255K
|
15.7K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.27K+ 4.66% |
$250K - $251K
|
51K
$5.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.25KNew |
$247K - $249K
|
2.25K
$248K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.23KNew |
$245K - $247K
|
2.23K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.21K+ 10.84% |
$243K - $244K
|
22.6K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
2.18K+ 49.4% |
$239K - $241K
|
6.58K
$726K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.17K+ 12.09% |
$239K - $240K
|
20.1K
$2.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.16K+ 9.18% |
$238K - $239K
|
25.7K
$2.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.13K+ 29.68% |
$234K - $236K
|
9.31K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.13K+ 91.49% |
$234K - $236K
|
4.46K
$492K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.12K+ 8.9% |
$233K - $235K
|
25.9K
$2.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.09K+ 23.87% |
$230K - $232K
|
10.9K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.05KNew |
$226K - $227K
|
2.05K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 57.14% |
$220K - $221K
|
5.5K
$607K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2K+ 17.74% |
$220K - $221K
|
13.3K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.98K+ 0.11% |
$218K - $219K
|
1.79M
$197M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$218K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.89KNew |
$208K - $209K
|
1.89K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.88K+ 14.11% |
$207K - $208K
|
15.2K
$1.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1.85KNew |
$204K - $205K
|
1.85K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.84KNew |
$202K - $203K
|
1.84K
$203K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.83KNew |
$201K - $202K
|
1.83K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.78K+ 29.38% |
$196K - $197K
|
7.86K
$867K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 43.9% |
$192K - $193K
|
5.72K
$632K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.72K+ 1.8% |
$189K - $190K
|
97.3K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.71K+ 63.83% |
$188K - $189K
|
4.38K
$483K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.7K+ 36.36% |
$187K - $188K
|
6.37K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1.7K+ 5.77% |
$187K - $188K
|
31.1K
$3.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1.68K+ 1.67% |
$185K - $186K
|
102K
$11.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.66K+ 39.1% |
$183K - $184K
|
5.91K
$652K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.59K+ 2.4% |
$175K - $176K
|
67.7K
$7.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.58K+ 6.39% |
$174K - $175K
|
26.3K
$2.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.44K+ 2.81% |
$158K - $159K
|
52.6K
$5.81M
|