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 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-338- 3.6% |
$37.1K - $37.4K
|
9.04K
$997K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-349- 0.43% |
$38.3K - $38.6K
|
81.1K
$8.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-373- 17.14% |
$41K - $41.3K
|
1.8K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-388- 42.36% |
$42.6K - $42.9K
|
528
$58.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-425- 0.19% |
$46.7K - $47K
|
220K
$24.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-439- 7.11% |
$48.2K - $48.5K
|
5.74K
$632K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-453- 2.91% |
$49.8K - $50.1K
|
15.1K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-462- 0.76% |
$50.8K - $51.1K
|
60.6K
$6.69M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-486- 1.7% |
$53.4K - $53.7K
|
28.2K
$3.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-490- 4.19% |
$53.8K - $54.2K
|
11.2K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-500- 2.73% |
$54.9K - $55.3K
|
17.8K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-505- 7.12% |
$55.5K - $55.8K
|
6.59K
$727K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-526- 11.59% |
$57.8K - $58.2K
|
4.01K
$442K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-580- 2.86% |
$63.7K - $64.1K
|
19.7K
$2.17M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-587- 8.71% |
$64.5K - $64.9K
|
6.16K
$679K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-600- 97.09% |
$65.9K - $66.4K
|
18
$1.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-627- 14.99% |
$68.9K - $69.3K
|
3.56K
$392K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-677- 11.5% |
$74.4K - $74.9K
|
5.21K
$575K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-682- 22.57% |
$74.9K - $75.4K
|
2.34K
$258K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-699- 14.36% |
$76.8K - $77.3K
|
4.17K
$460K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-700- 17.87% |
$76.9K - $77.4K
|
3.22K
$355K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-711- 0.6% |
$78.1K - $78.6K
|
117K
$12.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-730- 72.21% |
$80.2K - $80.7K
|
281
$31K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-739- 10.7% |
$81.2K - $81.7K
|
6.17K
$680K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-753- 3.31% |
$82.7K - $83.3K
|
22K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-758- 4.71% |
$83.3K - $83.8K
|
15.3K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-779- 2.29% |
$85.6K - $86.1K
|
33.2K
$3.67M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-815Closed |
$89.5K - $90.1K
|
0
$0
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-817- 25.21% |
$89.8K - $90.4K
|
2.42K
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-820- 9.24% |
$90.1K - $90.7K
|
8.06K
$888K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-830- 7.41% |
$91.2K - $91.8K
|
10.4K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-833- 92.35% |
$91.5K - $92.1K
|
69
$7.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-840- 85.98% |
$92.3K - $92.9K
|
137
$15.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-907- 8.72% |
$99.6K - $100K
|
9.5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-927- 18.59% |
$102K - $103K
|
4.06K
$448K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-985- 4.36% |
$108K - $109K
|
21.6K
$2.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.02K- 11.76% |
$112K - $113K
|
7.68K
$847K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.07K- 6.43% |
$118K - $118K
|
15.6K
$1.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.09K- 3.35% |
$119K - $120K
|
31.3K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.09K- 5.89% |
$120K - $121K
|
17.4K
$1.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.13K- 3.78% |
$124K - $125K
|
28.7K
$3.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.13K- 8.6% |
$124K - $125K
|
12K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.15K- 16.42% |
$126K - $127K
|
5.85K
$645K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.18K- 15.07% |
$129K - $130K
|
6.63K
$731K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.22K- 3.21% |
$134K - $135K
|
36.7K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.3K- 17.23% |
$142K - $143K
|
6.23K
$687K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.3K- 6.87% |
$143K - $144K
|
17.6K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.33K- 93.74% |
$146K - $147K
|
89
$9.81K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.36K- 24.67% |
$149K - $150K
|
4.14K
$457K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.4K- 14.43% |
$154K - $155K
|
8.3K
$915K
|