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 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
37.8K+ 14.7% |
$4.16M - $4.18M
|
295K
$32.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
37.8K+ 22.51% |
$4.15M - $4.18M
|
206K
$22.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
36.4K+ 1452.83% |
$4M - $4.03M
|
38.9K
$4.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
35.9K+ 216.85% |
$3.94M - $3.97M
|
52.4K
$5.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
34.1K+ 83.78% |
$3.74M - $3.77M
|
74.8K
$8.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32K+ 40.78% |
$3.52M - $3.54M
|
111K
$12.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
31.4KNew |
$3.45M - $3.47M
|
31.4K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.2K+ 10.65% |
$3.43M - $3.46M
|
325K
$35.8M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
29.4KNew |
$3.23M - $3.26M
|
29.4K
$3.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
29.2K+ 102.4% |
$3.21M - $3.23M
|
57.8K
$6.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28.7K+ 7.99% |
$3.16M - $3.18M
|
388K
$42.8M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
28.4K+ 16.72% |
$3.12M - $3.15M
|
199K
$21.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28.3KNew |
$3.11M - $3.13M
|
28.3K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
25.6K+ 10.56% |
$2.81M - $2.83M
|
268K
$29.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
25.2K+ 155.25% |
$2.77M - $2.78M
|
41.4K
$4.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.6K+ 19.16% |
$2.7M - $2.72M
|
153K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
24.5KNew |
$2.69M - $2.71M
|
24.5K
$2.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
23.5K+ 31.0% |
$2.59M - $2.6M
|
99.5K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
23.4KNew |
$2.57M - $2.59M
|
23.4K
$2.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
22.3K+ 368.15% |
$2.45M - $2.47M
|
28.4K
$3.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
21.9K+ 45.5% |
$2.4M - $2.42M
|
69.9K
$7.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
21.1KNew |
$2.32M - $2.34M
|
21.1K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
20K+ 17.18% |
$2.2M - $2.22M
|
137K
$15.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
20K+ 88.18% |
$2.2M - $2.22M
|
42.7K
$4.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
19.4KNew |
$2.13M - $2.14M
|
19.4K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
19.2KNew |
$2.11M - $2.13M
|
19.2K
$2.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
19.2K+ 100.4% |
$2.11M - $2.12M
|
38.3K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
19.1KNew |
$2.1M - $2.12M
|
19.1K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19K+ 44.84% |
$2.09M - $2.1M
|
61.3K
$6.76M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
17KNew |
$1.87M - $1.88M
|
17K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
17K+ 116.53% |
$1.87M - $1.88M
|
31.6K
$3.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
16.9KNew |
$1.85M - $1.87M
|
16.9K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16.9K+ 36.19% |
$1.85M - $1.86M
|
63.4K
$6.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.6K+ 8.51% |
$1.83M - $1.84M
|
212K
$23.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$1.72M - $1.74M
|
15.7K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
15.7KNew |
$1.72M - $1.73M
|
15.7K
$1.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
15.6K+ 1717.18% |
$1.71M - $1.72M
|
16.5K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15.5K+ 9.09% |
$1.71M - $1.72M
|
186K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 1.1% |
$1.65M - $1.66M
|
1.38M
$153M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
14.9K+ 4.23% |
$1.64M - $1.65M
|
368K
$40.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 6.62% |
$1.61M - $1.62M
|
236K
$26M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14.5KNew |
$1.6M - $1.61M
|
14.5K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.4K+ 1.42% |
$1.58M - $1.59M
|
1.03M
$113M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
13.7KNew |
$1.51M - $1.52M
|
13.7K
$1.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.1K+ 97.02% |
$1.44M - $1.45M
|
26.7K
$2.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
13.1K+ 32.35% |
$1.43M - $1.44M
|
53.4K
$5.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
13K+ 120.15% |
$1.43M - $1.44M
|
23.8K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
13K+ 27.33% |
$1.43M - $1.44M
|
60.5K
$6.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13KNew |
$1.43M - $1.43M
|
13K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
12.9KNew |
$1.42M - $1.43M
|
12.9K
$1.42M
|