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 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-93.5K- 24.13% |
$10.3M - $10.3M
|
294K
$32.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-100K- 95.82% |
$11M - $11.1M
|
4.36K
$481K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-103K- 68.29% |
$11.3M - $11.3M
|
47.7K
$5.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-103K- 99.89% |
$11.3M - $11.4M
|
110
$12.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-109K- 96.89% |
$12M - $12M
|
3.5K
$385K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-115K- 16.49% |
$12.7M - $12.8M
|
585K
$64.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-129K- 98.55% |
$14.2M - $14.3M
|
1.9K
$209K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-143K- 95.04% |
$15.7M - $15.8M
|
7.47K
$823K
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-153K- 26.63% |
$16.8M - $16.9M
|
422K
$46.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-201K- 23.41% |
$22.1M - $22.3M
|
658K
$72.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-244K- 9.64% |
$26.8M - $26.9M
|
2.28M
$252M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-259K- 22.25% |
$28.4M - $28.6M
|
904K
$99.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-280K- 22.93% |
$30.8M - $31M
|
941K
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-282K- 90.08% |
$31M - $31.2M
|
31.1K
$3.43M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-342K- 47.2% |
$37.5M - $37.8M
|
382K
$42.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-358K- 23.63% |
$39.3M - $39.5M
|
1.16M
$127M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-361K- 99.88% |
$39.7M - $40M
|
437
$48.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-426K- 44.04% |
$46.8M - $47.1M
|
541K
$59.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-459K- 80.5% |
$50.4M - $50.8M
|
111K
$12.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-468K- 85.31% |
$51.4M - $51.8M
|
80.6K
$8.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-483K- 75.71% |
$53.1M - $53.5M
|
155K
$17.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-485K- 92.94% |
$53.3M - $53.6M
|
36.8K
$4.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-535K- 98.24% |
$58.8M - $59.2M
|
9.57K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-539K- 22.17% |
$59.3M - $59.7M
|
1.89M
$209M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-569K- 70.88% |
$62.5M - $62.9M
|
234K
$25.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-804K- 80.77% |
$88.4M - $89M
|
192K
$21.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-882K- 93.01% |
$96.9M - $97.5M
|
66.3K
$7.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-915K- 54.38% |
$101M - $101M
|
768K
$84.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.04M- 63.02% |
$115M - $115M
|
612K
$67.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.3M- 89.7% |
$142M - $143M
|
149K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.38M- 18.32% |
$152M - $153M
|
6.16M
$679M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.47M- 18.1% |
$162M - $163M
|
6.67M
$736M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.54M- 92.69% |
$169M - $170M
|
121K
$13.4M
|