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
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-89- 2.62% |
$9.79K - $9.85K
|
3.31K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-91- 75.83% |
$10K - $10.1K
|
29
$3.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-91- 1.58% |
$10K - $10.1K
|
5.68K
$626K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-94- 1.24% |
$10.3K - $10.4K
|
7.49K
$826K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-95- 2.48% |
$10.5K - $10.5K
|
3.73K
$411K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-100- 1.74% |
$11K - $11.1K
|
5.65K
$623K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-121- 69.54% |
$13.3K - $13.4K
|
53
$5.84K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-127- 57.73% |
$14K - $14.1K
|
93
$10.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-137- 5.9% |
$15.1K - $15.2K
|
2.19K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-153- 0.22% |
$16.8K - $16.9K
|
68.9K
$7.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-154- 6.32% |
$16.9K - $17K
|
2.28K
$251K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-166- 2.63% |
$18.3K - $18.4K
|
6.16K
$679K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-174- 3.29% |
$19.1K - $19.2K
|
5.12K
$564K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-175- 2.28% |
$19.3K - $19.4K
|
7.5K
$827K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-190- 94.53% |
$20.9K - $21K
|
11
$1.21K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-191- 11.51% |
$21K - $21.1K
|
1.47K
$162K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-192- 8.8% |
$21.1K - $21.2K
|
1.99K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-195- 1.38% |
$21.5K - $21.6K
|
14K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-198- 3.05% |
$21.8K - $21.9K
|
6.29K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-229- 1.66% |
$25.2K - $25.3K
|
13.6K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-233- 5.16% |
$25.6K - $25.8K
|
4.28K
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-243- 8.77% |
$26.7K - $26.9K
|
2.53K
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-245- 15.36% |
$27K - $27.1K
|
1.35K
$149K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-264- 1.04% |
$29.1K - $29.2K
|
25.2K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-274- 11.24% |
$30.2K - $30.3K
|
2.16K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-304- 14.05% |
$33.5K - $33.6K
|
1.86K
$205K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-304- 9.84% |
$33.5K - $33.6K
|
2.78K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-307- 11.88% |
$33.8K - $34K
|
2.28K
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-342- 25.24% |
$37.6K - $37.8K
|
1.01K
$112K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-349- 5.87% |
$38.4K - $38.6K
|
5.59K
$616K
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-365- 3.4% |
$40.2K - $40.4K
|
10.4K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-373- 13.96% |
$41K - $41.3K
|
2.3K
$253K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-384- 8.02% |
$42.3K - $42.5K
|
4.4K
$485K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-389- 5.71% |
$42.8K - $43K
|
6.43K
$708K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-395- 8.31% |
$43.5K - $43.7K
|
4.36K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-400- 5.77% |
$44K - $44.3K
|
6.53K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-403- 17.41% |
$44.4K - $44.6K
|
1.91K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-408- 96.45% |
$44.9K - $45.1K
|
15
$1.65K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-420- 5.93% |
$46.2K - $46.5K
|
6.66K
$734K
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-428- 0.68% |
$47.1K - $47.3K
|
62.6K
$6.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-440- 0.24% |
$48.4K - $48.7K
|
186K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-442- 7.59% |
$48.6K - $48.9K
|
5.38K
$593K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-472- 12.6% |
$51.9K - $52.2K
|
3.28K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-541- 3.73% |
$59.5K - $59.9K
|
14K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-564- 1.24% |
$62.1K - $62.4K
|
44.8K
$4.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-579- 19.54% |
$63.7K - $64.1K
|
2.38K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-583- 95.57% |
$64.2K - $64.5K
|
27
$2.98K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-587- 98.16% |
$64.6K - $64.9K
|
11
$1.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-618- 0.31% |
$68K - $68.4K
|
197K
$21.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-649- 2.26% |
$71.4K - $71.8K
|
28.1K
$3.1M
|