Purchases and Sales Made in Q4 2023 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.49M+ 145.86% |
$164M - $165M
|
2.51M
$277M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
948K+ 18.19% |
$104M - $105M
|
6.16M
$679M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
655K+ 2199.11% |
$71.9M - $72.4M
|
684K
$75.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
509K+ 609.69% |
$55.9M - $56.3M
|
592K
$65.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
499KNew |
$54.8M - $55.2M
|
499K
$55M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
405K+ 11.88% |
$44.5M - $44.8M
|
3.81M
$420M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
306K+ 25.41% |
$33.7M - $33.9M
|
1.51M
$167M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
299K+ 29.5% |
$32.8M - $33M
|
1.31M
$144M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
248K+ 54.3% |
$27.3M - $27.4M
|
705K
$77.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
207K+ 221.11% |
$22.8M - $22.9M
|
301K
$33.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
206KNew |
$22.6M - $22.8M
|
206K
$22.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
202K+ 79.67% |
$22.2M - $22.4M
|
456K
$50.3M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
199K+ 81.58% |
$21.9M - $22.1M
|
444K
$48.9M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
199KNew |
$21.9M - $22M
|
199K
$22M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
176KNew |
$19.4M - $19.5M
|
176K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
172K+ 78.46% |
$18.9M - $19M
|
391K
$43.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150KNew |
$16.5M - $16.6M
|
150K
$16.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
146K+ 23.97% |
$16M - $16.1M
|
755K
$83.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
134K+ 134.32% |
$14.7M - $14.8M
|
233K
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
134KNew |
$14.7M - $14.8M
|
134K
$14.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
129K+ 6.14% |
$14.2M - $14.3M
|
2.24M
$246M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
128K+ 780.38% |
$14.1M - $14.2M
|
145K
$16M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
118KNew |
$13M - $13.1M
|
118K
$13M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
114K+ 34.55% |
$12.6M - $12.6M
|
445K
$49.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
101K+ 73.06% |
$11.1M - $11.2M
|
240K
$26.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
97.1K+ 80.17% |
$10.7M - $10.7M
|
218K
$24.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
96.5KNew |
$10.6M - $10.7M
|
96.5K
$10.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
95.3KNew |
$10.5M - $10.5M
|
95.3K
$10.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
90.2K+ 142.16% |
$9.91M - $9.98M
|
154K
$16.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
90.1K+ 46.09% |
$9.9M - $9.96M
|
286K
$31.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
85.9K+ 213.71% |
$9.44M - $9.5M
|
126K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
73.8K+ 344.23% |
$8.11M - $8.17M
|
95.3K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
72.1K+ 13.18% |
$7.92M - $7.97M
|
619K
$68.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
70.6KNew |
$7.76M - $7.81M
|
70.6K
$7.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
70.2KNew |
$7.71M - $7.76M
|
70.2K
$7.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
69.5K+ 6300.63% |
$7.63M - $7.69M
|
70.6K
$7.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
64.6K+ 432.08% |
$7.09M - $7.14M
|
79.5K
$8.77M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
61.1K+ 72.21% |
$6.71M - $6.75M
|
146K
$16.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
60.8K+ 16.3% |
$6.68M - $6.73M
|
434K
$47.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
60.6KNew |
$6.66M - $6.7M
|
60.6K
$6.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
57.9K+ 104.18% |
$6.36M - $6.4M
|
114K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.3K+ 3.98% |
$6.3M - $6.34M
|
1.5M
$165M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
56.3K+ 120.4% |
$6.19M - $6.23M
|
103K
$11.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
54.3K+ 119.47% |
$5.96M - $6M
|
99.7K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
53.5K+ 236.57% |
$5.87M - $5.91M
|
76.1K
$8.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
51K+ 44.89% |
$5.61M - $5.65M
|
165K
$18.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
48.5K+ 119.73% |
$5.33M - $5.36M
|
89K
$9.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
47.2K+ 37.19% |
$5.18M - $5.22M
|
174K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.7K+ 331.05% |
$4.69M - $4.72M
|
55.6K
$6.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
38.4K+ 80.19% |
$4.22M - $4.25M
|
86.3K
$9.51M
|