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 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.9KNew |
$1.41M - $1.42M
|
12.9K
$1.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
12.8KNew |
$1.4M - $1.41M
|
12.8K
$1.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
12.6K+ 31.07% |
$1.38M - $1.39M
|
53.2K
$5.86M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
12.6K+ 11.37% |
$1.38M - $1.39M
|
123K
$13.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
12.3K+ 90.66% |
$1.35M - $1.36M
|
25.8K
$2.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12.2KNew |
$1.34M - $1.34M
|
12.2K
$1.34M
|
|
|
Jan 05, 2024
Q4 2023
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
11.3KNew |
$1.24M - $1.25M
|
11.3K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.3K+ 39.31% |
$1.24M - $1.25M
|
40K
$4.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
BUY
|
- |
11.1K+ 3.65% |
$1.22M - $1.23M
|
316K
$34.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
11.1KNew |
$1.21M - $1.22M
|
11.1K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
11KNew |
$1.21M - $1.22M
|
11K
$1.22M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10.2K+ 8.54% |
$1.12M - $1.13M
|
129K
$14.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
10.2K+ 2.96% |
$1.12M - $1.13M
|
354K
$39M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.1KNew |
$1.11M - $1.12M
|
10.1K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.93K+ 148.76% |
$1.09M - $1.1M
|
16.6K
$1.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9.68KNew |
$1.06M - $1.07M
|
9.68K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.62K+ 42.46% |
$1.06M - $1.06M
|
32.3K
$3.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
9.41K+ 15.47% |
$1.03M - $1.04M
|
70.3K
$7.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.25K+ 0.56% |
$1.02M - $1.02M
|
1.67M
$184M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
9KNew |
$989K - $995K
|
9K
$992K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8.96K+ 47152.63% |
$984K - $991K
|
8.98K
$990K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
8.78K+ 6.68% |
$965K - $971K
|
140K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.74K+ 135.44% |
$960K - $966K
|
15.2K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
8.55KNew |
$940K - $946K
|
8.55K
$943K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.46KNew |
$929K - $935K
|
8.46K
$932K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.43KNew |
$926K - $932K
|
8.43K
$929K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.41K+ 5.67% |
$924K - $930K
|
157K
$17.3M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
8.35KNew |
$917K - $923K
|
8.35K
$920K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
8.1KNew |
$890K - $896K
|
8.1K
$893K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.04K+ 164.3% |
$883K - $889K
|
12.9K
$1.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
8KNew |
$879K - $885K
|
8K
$882K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
7.9K+ 45.76% |
$868K - $874K
|
25.2K
$2.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
7.86K+ 7.26% |
$863K - $869K
|
116K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.7K+ 11.65% |
$846K - $852K
|
73.8K
$8.14M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.69K+ 10.8% |
$845K - $850K
|
78.9K
$8.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
7.23K+ 125.13% |
$794K - $799K
|
13K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
7.09K+ 208.29% |
$778K - $784K
|
10.5K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7KNew |
$769K - $774K
|
7K
$772K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.85KNew |
$752K - $757K
|
6.85K
$755K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.81K+ 264.77% |
$748K - $753K
|
9.38K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.76K+ 37.24% |
$743K - $747K
|
24.9K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.69K+ 8.25% |
$735K - $740K
|
87.8K
$9.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.64KNew |
$730K - $735K
|
6.64K
$732K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.58KNew |
$722K - $727K
|
6.58K
$725K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.52KNew |
$717K - $721K
|
6.52K
$719K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.43K+ 4.19% |
$707K - $711K
|
160K
$17.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.34KNew |
$697K - $701K
|
6.34K
$699K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.28KNew |
$690K - $695K
|
6.28K
$693K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.97KNew |
$656K - $660K
|
5.97K
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.86K+ 8.25% |
$643K - $648K
|
76.8K
$8.47M
|