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 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-667- 3.18% |
$73.4K - $73.8K
|
20.3K
$2.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-677- 94.29% |
$74.5K - $74.9K
|
41
$4.52K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-715- 25.71% |
$78.7K - $79.1K
|
2.07K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-724- 1.64% |
$79.7K - $80.1K
|
43.5K
$4.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-732- 21.46% |
$80.6K - $81K
|
2.68K
$295K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-739- 16.91% |
$81.3K - $81.8K
|
3.63K
$400K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-747- 7.12% |
$82.2K - $82.6K
|
9.75K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-801- 4.89% |
$88.2K - $88.6K
|
15.6K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-804- 5.19% |
$88.5K - $88.9K
|
14.7K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Titan Capital Management, LLC
|
SELL
|
- |
-806- 0.68% |
$88.7K - $89.2K
|
117K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-808- 15.81% |
$88.9K - $89.4K
|
4.3K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-888- 20.97% |
$97.7K - $98.2K
|
3.35K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-939- 2.13% |
$103K - $104K
|
43.1K
$4.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-948- 5.95% |
$104K - $105K
|
15K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-983- 6.18% |
$108K - $109K
|
14.9K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.04K- 1.33% |
$114K - $115K
|
76.9K
$8.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.04K- 23.09% |
$114K - $115K
|
3.47K
$382K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 11.9% |
$119K - $120K
|
8.02K
$884K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.09K- 15.0% |
$120K - $120K
|
6.16K
$678K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.11K- 5.87% |
$122K - $122K
|
17.8K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.16K- 13.44% |
$128K - $128K
|
7.47K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.17K- 26.25% |
$128K - $129K
|
3.28K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 18.48% |
$139K - $140K
|
5.57K
$613K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.27K- 22.11% |
$139K - $140K
|
4.46K
$492K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.28K- 4.66% |
$141K - $142K
|
26.2K
$2.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.3K- 21.02% |
$143K - $144K
|
4.88K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.38K- 15.65% |
$152K - $152K
|
7.43K
$818K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 14.44% |
$159K - $160K
|
8.55K
$943K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.52K- 2.0% |
$167K - $168K
|
74.4K
$8.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.53K- 5.27% |
$168K - $169K
|
27.4K
$3.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.54K- 9.52% |
$170K - $171K
|
14.7K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.61K- 1.01% |
$177K - $178K
|
157K
$17.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.62K- 14.24% |
$178K - $179K
|
9.72K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.81K- 34.68% |
$199K - $200K
|
3.4K
$375K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.85K- 21.41% |
$203K - $204K
|
6.77K
$746K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.86K- 14.94% |
$204K - $206K
|
10.6K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-1.95K- 14.25% |
$215K - $216K
|
11.7K
$1.29M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-2.01K- 3.52% |
$221K - $222K
|
54.9K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.04K- 1.33% |
$225K - $226K
|
151K
$16.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.08K- 16.27% |
$229K - $230K
|
10.7K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.1K- 12.92% |
$231K - $232K
|
14.2K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.1K- 37.78% |
$231K - $232K
|
3.46K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.12K- 10.95% |
$233K - $235K
|
17.2K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 55.43% |
$261K - $262K
|
1.91K
$210K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.39K- 32.51% |
$263K - $264K
|
4.95K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.43K- 14.36% |
$267K - $269K
|
14.5K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.47K- 20.29% |
$272K - $273K
|
9.7K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.54K- 27.12% |
$280K - $281K
|
6.83K
$752K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.69K- 36.01% |
$295K - $297K
|
4.77K
$526K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-2.69K- 37.12% |
$296K - $297K
|
4.56K
$502K
|