Purchases and Sales Made in Q3 2024 in Ishares Tr (SHV)

SHV Quotes by TradingView

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 21, 2024 Q3 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
312
+ 0.27%
$34.3K - $34.5K
117K $12.9M
Nov 14, 2024 Q3 2024
Quantinno Capital Management LP

New York, NY
BUY
 -
300
+ 11.99%
$33K - $33.2K
2.8K $309K
Oct 21, 2024 Q3 2024
Rmr Wealth Builders

BUY
 -
286
+ 8.16%
$31.5K - $31.6K
3.79K $418K
Oct 17, 2024 Q3 2024
Intergy Private Wealth, LLC

BUY
 -
280
+ 9.2%
$30.8K - $31K
3.32K $367K
Oct 07, 2024 Q3 2024
Diversified Trust CO

BUY
 -
275
+ 7.35%
$30.3K - $30.4K
4.02K $443K
Oct 21, 2024 Q3 2024
Western Financial Corp/Ca

San Diego, CA
BUY
 -
275
+ 2.22%
$30.3K - $30.4K
12.7K $1.4M
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
251
+ 4.21%
$27.6K - $27.8K
6.22K $686K
Oct 16, 2024 Q3 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
250
+ 1.16%
$27.5K - $27.7K
21.9K $2.41M
Oct 07, 2024 Q3 2024
New Capital Management LP

BUY
 -
229
+ 0.78%
$25.2K - $25.3K
29.6K $3.26M
Nov 12, 2024 Q3 2024
Leelyn Smith, LLC

Geneva, IL
BUY
 -
228
+ 5.83%
$25.1K - $25.2K
4.14K $457K
Oct 29, 2024 Q3 2024
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
209
+ 1.89%
$23K - $23.1K
11.2K $1.24M
Oct 29, 2024 Q3 2024
Gps Wealth Strategies Group, LLC

BUY
 -
205
New
$22.6K - $22.7K
205 $22.6K
Oct 28, 2024 Q3 2024
Lowe Brockenbrough & CO Inc

BUY
 -
177
+ 0.23%
$19.5K - $19.6K
78.3K $8.64M
Oct 08, 2024 Q3 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
174
+ 7.59%
$19.1K - $19.2K
2.47K $272K
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
169
+ 6.05%
$18.6K - $18.7K
2.96K $327K
Nov 15, 2024 Q3 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
162
+ 55.48%
$17.8K - $17.9K
454 $50.1K
Nov 07, 2024 Q3 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
146
+ 6.49%
$16.1K - $16.2K
2.4K $264K
Oct 18, 2024 Q3 2024
Columbus Macro, LLC

BUY
 -
140
+ 3.41%
$15.4K - $15.5K
4.25K $469K
Oct 18, 2024 Q3 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
138
+ 862.5%
$15.2K - $15.3K
154 $17K
Oct 09, 2024 Q3 2024
Jessup Wealth Management, Inc

Dayton, OH
BUY
 -
130
+ 5.87%
$14.3K - $14.4K
2.34K $259K
Oct 11, 2024 Q3 2024
Patriot Investment Management Inc.

BUY
 -
122
+ 2.96%
$13.4K - $13.5K
4.25K $469K
Nov 13, 2024 Q3 2024
Kestra Private Wealth Services, LLC

BUY
 -
117
+ 3.08%
$12.9K - $12.9K
3.92K $432K
Oct 25, 2024 Q3 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
113
New
$12.4K - $12.5K
113 $12.5K
Nov 14, 2024 Q3 2024
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
111
+ 1.93%
$12.2K - $12.3K
5.87K $647K
Oct 07, 2024 Q3 2024
Kwb Wealth

Redlands, CA
BUY
 -
107
+ 1.29%
$11.8K - $11.8K
8.42K $929K
Nov 12, 2024 Q3 2024
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
107
+ 1.28%
$11.8K - $11.8K
8.46K $934K
Nov 25, 2024 Q3 2024
Destination Wealth Management

BUY
 -
100
+ 0.95%
$11K - $11.1K
10.7K $1.18M
Nov 07, 2024 Q3 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
99
+ 1.3%
$10.9K - $11K
7.74K $854K
Nov 14, 2024 Q3 2024
Wealth Collab, LLC

Bellevue, WA
BUY
 -
96
New
$10.6K - $10.6K
96 $10.6K
Nov 04, 2024 Q3 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
93
+ 13.78%
$10.2K - $10.3K
768 $84.8K
Oct 18, 2024 Q3 2024
Trilogy Capital Inc.

BUY
 -
92
+ 1.48%
$10.1K - $10.2K
6.33K $698K
Oct 15, 2024 Q3 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
91
New
$10K - $10.1K
91 $10K
Nov 05, 2024 Q3 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
90
New
$9.9K - $9.96K
90 $9.93K
Nov 05, 2024 Q3 2024
Aptus Capital Advisors, LLC

BUY
 -
88
+ 2.57%
$9.68K - $9.74K
3.51K $388K
Oct 21, 2024 Q3 2024
Whittier Trust CO

BUY
 -
87
+ 0.92%
$9.57K - $9.62K
9.54K $1.05M
Oct 25, 2024 Q3 2024
Sandy Spring Bank

BUY
 -
85
+ 16.67%
$9.35K - $9.4K
595 $65.7K
Nov 07, 2024 Q3 2024
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
83
+ 4.31%
$9.13K - $9.18K
2.01K $222K
Nov 12, 2024 Q3 2024
Signature Securities Group Corporation

BUY
 -
67
+ 0.96%
$7.37K - $7.41K
7.08K $781K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
66
New
$7.26K - $7.3K
66 $7.28K
Nov 12, 2024 Q3 2024
Investors Research Corp

BUY
 -
63
+ 4.23%
$6.93K - $6.97K
1.55K $171K
Oct 30, 2024 Q3 2024
Minich Mac Gregor Wealth Management, LLC

BUY
 -
61
+ 0.08%
$6.71K - $6.75K
76.6K $8.45M
Nov 14, 2024 Q3 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
60
+ 0.17%
$6.6K - $6.64K
34.9K $3.85M
Oct 08, 2024 Q3 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
55
+ 1.08%
$6.05K - $6.08K
5.16K $569K
Oct 15, 2024 Q3 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
54
+ 32.93%
$5.94K - $5.97K
218 $24.1K
Nov 13, 2024 Q3 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
54
New
$5.94K - $5.97K
54 $5.96K
Nov 12, 2024 Q3 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
51
+ 8.47%
$5.61K - $5.64K
653 $72.1K
Oct 09, 2024 Q3 2024
Castle Rock Wealth Management, LLC

BUY
 -
51
+ 1.21%
$5.61K - $5.64K
4.26K $470K
Oct 31, 2024 Q3 2024
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
50
+ 2.09%
$5.5K - $5.53K
2.44K $269K
Oct 04, 2024 Q3 2024
Lwmg, LLC

Lake Elmo, MN
BUY
 -
49
+ 1.31%
$5.39K - $5.42K
3.79K $418K

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