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 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
47New |
$5.17K - $5.2K
|
47
$5.18K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
44+ 1.29% |
$4.84K - $4.87K
|
3.45K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
43+ 0.86% |
$4.73K - $4.76K
|
5.04K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43New |
$4.73K - $4.76K
|
43
$4.74K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
41+ 0.79% |
$4.51K - $4.54K
|
5.25K
$579K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
39+ 37.14% |
$4.29K - $4.31K
|
144
$15.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
36+ 1.17% |
$3.96K - $3.98K
|
3.12K
$344K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
35+ 0.31% |
$3.85K - $3.87K
|
11.2K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35+ 0.28% |
$3.85K - $3.87K
|
12.4K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
34New |
$3.74K - $3.76K
|
34
$3.75K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
34+ 0.37% |
$3.74K - $3.76K
|
9.21K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
32+ 1.75% |
$3.52K - $3.54K
|
1.86K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
29New |
$3.19K - $3.21K
|
29
$3.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26+ 1.27% |
$2.86K - $2.88K
|
2.07K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
25+ 1.31% |
$2.75K - $2.77K
|
1.94K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
24+ 1.29% |
$2.64K - $2.66K
|
1.89K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
23New |
$2.53K - $2.54K
|
23
$2.53K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
18+ 1.53% |
$1.98K - $1.99K
|
1.19K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
16+ 1.19% |
$1.76K - $1.77K
|
1.36K
$150K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
15+ 0.17% |
$1.65K - $1.66K
|
8.79K
$968K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12+ 1.14% |
$1.32K - $1.33K
|
1.07K
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10+ 0.2% |
$1.1K - $1.11K
|
4.99K
$550K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 3.91% |
$990 - $996
|
239
$26.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 1.28% |
$880 - $885
|
631
$69.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
7+ 0.94% |
$770 - $774
|
752
$82.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$550 - $553
|
5
$551
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2New |
$220 - $221
|
2
$220
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 1.36% |
$220 - $221
|
149
$16.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$220 - $221
|
19.2K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$110 - $111
|
7.09K
$781K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 33.33% |
$110 - $111
|
2
$220
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.04% |
$220 - $221
|
5.55K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2- 0.3% |
$220 - $221
|
660
$72.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 60.0% |
$330 - $332
|
2
$220
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-4- 0.06% |
$440 - $443
|
6.43K
$709K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-15- 0.27% |
$1.65K - $1.66K
|
5.63K
$620K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-16- 1.25% |
$1.76K - $1.77K
|
1.27K
$139K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 4.96% |
$2.2K - $2.21K
|
383
$42.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-21- 0.35% |
$2.31K - $2.32K
|
6.05K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-21- 0.18% |
$2.31K - $2.32K
|
11.6K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-35- 11.59% |
$3.85K - $3.87K
|
267
$29.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-45- 8.02% |
$4.95K - $4.98K
|
516
$56.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 1.18% |
$4.95K - $4.98K
|
3.76K
$414K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-45- 0.86% |
$4.95K - $4.98K
|
5.2K
$573K
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-45- 1.01% |
$4.95K - $4.98K
|
4.43K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-45- 0.49% |
$4.95K - $4.98K
|
9.11K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-48- 1.35% |
$5.28K - $5.31K
|
3.5K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-50- 3.62% |
$5.5K - $5.53K
|
1.33K
$147K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-55- 0.13% |
$6.05K - $6.08K
|
43.6K
$4.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-83- 0.26% |
$9.13K - $9.18K
|
31.9K
$3.51M
|