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 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.17K+ 8.9% |
$128K - $129K
|
14.3K
$1.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.03K+ 28.14% |
$113K - $114K
|
4.7K
$518K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
988+ 41.43% |
$109K - $109K
|
3.37K
$372K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
892+ 9.03% |
$98K - $98.6K
|
10.8K
$1.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
889+ 5.08% |
$97.7K - $98.3K
|
18.4K
$2.03M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
846New |
$92.9K - $93.6K
|
846
$93.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
845+ 0.76% |
$92.8K - $93.4K
|
112K
$12.3M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
845+ 5.23% |
$92.8K - $93.4K
|
17K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
826+ 26.89% |
$90.7K - $91.3K
|
3.9K
$430K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
797+ 5.81% |
$87.6K - $88.1K
|
14.5K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
780+ 36.04% |
$85.7K - $86.3K
|
2.94K
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
776+ 7.12% |
$85.3K - $85.8K
|
11.7K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
737New |
$81K - $81.5K
|
737
$81.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
670+ 5.75% |
$73.6K - $74.1K
|
12.3K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
642+ 22.69% |
$70.5K - $71K
|
3.47K
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
622+ 10.66% |
$68.3K - $68.8K
|
6.46K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
620+ 1.13% |
$68.1K - $68.6K
|
55.6K
$6.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
610New |
$67K - $67.5K
|
610
$67.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
597+ 4.91% |
$65.6K - $66K
|
12.7K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
594+ 4.31% |
$65.3K - $65.7K
|
14.4K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
585New |
$64.3K - $64.7K
|
585
$64.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
582New |
$63.9K - $64.4K
|
582
$64.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
574New |
$63.1K - $63.5K
|
574
$63.3K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
563+ 8.84% |
$61.9K - $62.3K
|
6.93K
$764K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
550+ 10.79% |
$60.4K - $60.8K
|
5.65K
$623K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
550+ 10.79% |
$60.4K - $60.8K
|
5.65K
$623K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
546+ 18.37% |
$60K - $60.4K
|
3.52K
$388K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
534+ 5.43% |
$58.7K - $59.1K
|
10.4K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
514+ 0.31% |
$56.5K - $56.8K
|
167K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
510+ 6.27% |
$56K - $56.4K
|
8.65K
$954K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
473+ 7.63% |
$52K - $52.3K
|
6.67K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
471+ 22.01% |
$51.7K - $52.1K
|
2.61K
$288K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
453+ 3.97% |
$49.8K - $50.1K
|
11.9K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
452New |
$49.7K - $50K
|
452
$49.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
450+ 7.53% |
$49.4K - $49.8K
|
6.42K
$708K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
408New |
$44.8K - $45.1K
|
408
$45K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
392New |
$43.1K - $43.4K
|
392
$43.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
383+ 5.83% |
$42.1K - $42.4K
|
6.95K
$766K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
376New |
$41.3K - $41.6K
|
376
$41.5K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
349+ 491.55% |
$38.3K - $38.6K
|
420
$46.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
338+ 6.13% |
$37.1K - $37.4K
|
5.85K
$645K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
301+ 14.33% |
$33.1K - $33.3K
|
2.4K
$265K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
297+ 1.65% |
$32.6K - $32.8K
|
18.2K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
269New |
$29.6K - $29.7K
|
269
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
263+ 3.89% |
$28.9K - $29.1K
|
7.03K
$775K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
249New |
$27.4K - $27.5K
|
249
$27.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
242+ 3.02% |
$26.6K - $26.8K
|
8.25K
$909K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
226+ 21.02% |
$24.8K - $25K
|
1.3K
$143K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
198+ 173.68% |
$21.8K - $21.9K
|
312
$34.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
193+ 5.07% |
$21.2K - $21.3K
|
4K
$441K
|