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 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
190+ 5.0% |
$20.9K - $21K
|
3.99K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
183+ 7.05% |
$20.1K - $20.2K
|
2.78K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
178+ 2.33% |
$19.6K - $19.7K
|
7.83K
$863K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
161+ 1.73% |
$17.7K - $17.8K
|
9.45K
$1.04M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150+ 26.09% |
$16.5K - $16.6K
|
725
$79.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
135New |
$14.8K - $14.9K
|
135
$14.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
130+ 1.77% |
$14.3K - $14.4K
|
7.48K
$824K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
123+ 3.13% |
$13.5K - $13.6K
|
4.05K
$447K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
122+ 1.0% |
$13.4K - $13.5K
|
12.3K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
120+ 6.52% |
$13.2K - $13.3K
|
1.96K
$216K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
120New |
$13.2K - $13.3K
|
120
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
120New |
$13.2K - $13.3K
|
120
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
107New |
$11.8K - $11.8K
|
107
$11.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
105+ 0.86% |
$11.5K - $11.6K
|
12.3K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
96+ 2.21% |
$10.5K - $10.6K
|
4.43K
$489K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
83New |
$9.12K - $9.18K
|
83
$9.15K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
79+ 1.02% |
$8.68K - $8.74K
|
7.82K
$862K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
78+ 0.11% |
$8.57K - $8.63K
|
69.6K
$7.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
74+ 1.74% |
$8.13K - $8.18K
|
4.33K
$477K
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
73+ 0.61% |
$8.02K - $8.07K
|
11.9K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
65+ 1.75% |
$7.14K - $7.19K
|
3.77K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
65New |
$7.14K - $7.19K
|
65
$7.17K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
59+ 0.84% |
$6.48K - $6.52K
|
7.12K
$785K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
58+ 71.6% |
$6.37K - $6.41K
|
139
$15.3K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
58+ 1.77% |
$6.37K - $6.41K
|
3.33K
$367K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
50+ 1.99% |
$5.49K - $5.53K
|
2.57K
$283K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
49+ 2.17% |
$5.38K - $5.42K
|
2.31K
$254K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
48New |
$5.27K - $5.31K
|
48
$5.29K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
47+ 1.57% |
$5.16K - $5.2K
|
3.03K
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
45+ 0.21% |
$4.94K - $4.98K
|
21.1K
$2.33M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
29+ 2900.0% |
$3.19K - $3.21K
|
30
$3.31K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
29New |
$3.19K - $3.21K
|
29
$3.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
27New |
$2.97K - $2.99K
|
27
$2.98K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
24+ 0.1% |
$2.64K - $2.65K
|
23.8K
$2.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
20+ 0.18% |
$2.2K - $2.21K
|
10.8K
$1.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
20New |
$2.2K - $2.21K
|
20
$2.21K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
18+ 39.13% |
$1.98K - $1.99K
|
64
$7.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18+ 0.73% |
$1.98K - $1.99K
|
2.47K
$272K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 0.22% |
$1.76K - $1.77K
|
7.18K
$792K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.68% |
$1.43K - $1.44K
|
1.92K
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
10+ 0.07% |
$1.1K - $1.11K
|
13.5K
$1.49M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8New |
$879 - $885
|
8
$882
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.58% |
$439 - $442
|
257
$28.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
4+ 0.0% |
$439 - $442
|
80.4K
$8.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 0.01% |
$330 - $332
|
20.1K
$2.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 1.3% |
$220 - $221
|
156
$17.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 1.69% |
$220 - $221
|
120
$13.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$110 - $111
|
1
$110
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 20.0% |
$110 - $111
|
6
$662
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$110 - $111
|
7.08K
$781K
|