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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.43K+ 580.49% |
$157K - $158K
|
1.67K
$185K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.43K+ 3.66% |
$157K - $158K
|
40.4K
$4.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.33K+ 2.76% |
$146K - $147K
|
49.4K
$5.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.32K+ 11.28% |
$145K - $146K
|
13K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.27K+ 10.34% |
$140K - $141K
|
13.5K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 10.64% |
$137K - $138K
|
12.9K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.21K+ 54.5% |
$133K - $133K
|
3.42K
$377K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.2K+ 45.96% |
$132K - $132K
|
3.8K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.19K+ 4.69% |
$130K - $131K
|
26.4K
$2.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.17K+ 3.72% |
$128K - $129K
|
32.5K
$3.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.14K+ 25.69% |
$125K - $126K
|
5.58K
$615K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.13K+ 2.34% |
$124K - $125K
|
49.3K
$5.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.1K+ 12.49% |
$121K - $122K
|
9.93K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
1.07K+ 3.13% |
$118K - $119K
|
35.3K
$3.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.02K+ 8.17% |
$113K - $113K
|
13.5K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
986+ 44.88% |
$109K - $109K
|
3.18K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
975+ 7.02% |
$107K - $108K
|
14.9K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
899+ 13.7% |
$98.9K - $99.5K
|
7.46K
$824K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
833+ 18.77% |
$91.7K - $92.2K
|
5.27K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
810+ 9.75% |
$89.1K - $89.6K
|
9.12K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
805New |
$88.6K - $89.1K
|
805
$88.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
798+ 30.31% |
$87.8K - $88.3K
|
3.43K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
788+ 11.45% |
$86.7K - $87.2K
|
7.67K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
750New |
$82.5K - $83K
|
750
$82.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
719+ 17.89% |
$79.1K - $79.5K
|
4.74K
$523K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
715+ 34.61% |
$78.7K - $79.1K
|
2.78K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
710+ 2.07% |
$78.1K - $78.5K
|
35K
$3.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
707+ 21.78% |
$77.8K - $78.2K
|
3.95K
$436K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
704+ 6.52% |
$77.5K - $77.9K
|
11.5K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
683+ 10.42% |
$75.2K - $75.6K
|
7.24K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
672+ 9.19% |
$74K - $74.3K
|
7.99K
$881K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
589+ 5.96% |
$64.8K - $65.2K
|
10.5K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
583+ 2.69% |
$64.2K - $64.5K
|
22.2K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
565+ 6.85% |
$62.2K - $62.5K
|
8.81K
$972K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
542+ 0.39% |
$59.6K - $60K
|
140K
$15.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
542+ 8.21% |
$59.6K - $60K
|
7.15K
$789K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
537+ 12.23% |
$59.1K - $59.4K
|
4.93K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
520+ 1.25% |
$57.2K - $57.5K
|
42.1K
$4.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
502+ 6.04% |
$55.2K - $55.5K
|
8.82K
$973K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
500+ 6.02% |
$55K - $55.3K
|
8.8K
$971K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
454New |
$50K - $50.2K
|
454
$50.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
453+ 2.41% |
$49.9K - $50.1K
|
19.3K
$2.13M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
447+ 0.37% |
$49.2K - $49.5K
|
121K
$13.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
433New |
$47.7K - $47.9K
|
433
$47.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
412+ 0.64% |
$45.3K - $45.6K
|
64.5K
$7.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
409+ 6.04% |
$45K - $45.2K
|
7.18K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
365+ 9.53% |
$40.2K - $40.4K
|
4.2K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
362+ 4.92% |
$39.8K - $40K
|
7.72K
$851K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
353+ 2.31% |
$38.8K - $39.1K
|
15.6K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
320+ 9.63% |
$35.2K - $35.4K
|
3.64K
$402K
|