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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.6KNew |
$286K - $288K
|
2.6K
$287K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2.57KNew |
$282K - $284K
|
2.57K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.57K+ 7.2% |
$282K - $284K
|
38.2K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.56KNew |
$281K - $283K
|
2.56K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.52K+ 8.38% |
$277K - $279K
|
32.6K
$3.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.46K+ 5.15% |
$270K - $272K
|
50.2K
$5.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.45KNew |
$269K - $271K
|
2.45K
$270K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.42KNew |
$266K - $268K
|
2.42K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.42KNew |
$266K - $267K
|
2.42K
$267K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.39KNew |
$263K - $265K
|
2.39K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.36K+ 12.32% |
$259K - $261K
|
21.5K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.33K+ 2.26% |
$256K - $258K
|
106K
$11.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.32KNew |
$255K - $257K
|
2.32K
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.26KNew |
$248K - $250K
|
2.26K
$249K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.26K+ 8362.96% |
$248K - $250K
|
2.29K
$252K
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.22KNew |
$244K - $246K
|
2.22K
$245K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.19K+ 60.02% |
$241K - $242K
|
5.84K
$644K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.19KNew |
$240K - $242K
|
2.19K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.19K+ 15.64% |
$240K - $242K
|
16.2K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.12K+ 59.8% |
$233K - $235K
|
5.68K
$626K
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.09KNew |
$230K - $231K
|
2.09K
$230K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.05KNew |
$225K - $226K
|
2.05K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.01K+ 92.84% |
$221K - $222K
|
4.18K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.98K+ 0.06% |
$218K - $219K
|
3.49M
$385M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 44.68% |
$216K - $217K
|
6.36K
$701K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.96KNew |
$216K - $217K
|
1.96K
$216K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1.95KNew |
$214K - $216K
|
1.95K
$215K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.93KNew |
$212K - $214K
|
1.93K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.9KNew |
$209K - $210K
|
1.9K
$210K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.79K+ 244.26% |
$196K - $198K
|
2.52K
$278K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.78K+ 17.36% |
$195K - $197K
|
12K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 15.82% |
$194K - $195K
|
12.9K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.76KNew |
$194K - $195K
|
1.76K
$194K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.72K+ 61.97% |
$189K - $190K
|
4.49K
$495K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.71K+ 450.13% |
$187K - $189K
|
2.09K
$230K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.7K+ 1.0% |
$186K - $188K
|
172K
$18.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.68K+ 15.2% |
$185K - $186K
|
12.7K
$1.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.64KNew |
$181K - $182K
|
1.64K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.52K+ 73.84% |
$167K - $168K
|
3.57K
$394K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.49K+ 20.79% |
$164K - $165K
|
8.66K
$955K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.43K+ 12.41% |
$157K - $158K
|
12.9K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 17.06% |
$155K - $156K
|
9.66K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.4K+ 1.9% |
$154K - $155K
|
75.1K
$8.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.34K+ 13.75% |
$147K - $148K
|
11.1K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.32K+ 3.19% |
$145K - $146K
|
42.8K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.3K+ 41.54% |
$143K - $144K
|
4.44K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.26K+ 62.57% |
$138K - $139K
|
3.27K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.25K+ 14.84% |
$137K - $138K
|
9.64K
$1.06M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.19K+ 48.85% |
$131K - $132K
|
3.64K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.17K+ 4.31% |
$129K - $129K
|
28.3K
$3.12M
|