Purchases and Sales Made in Q4 2024 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q4 2024. 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 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-4K- 8.57% |
$440K - $443K
|
42.7K
$4.72M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.25K- 15.79% |
$467K - $470K
|
22.7K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-4.35K- 55.14% |
$478K - $481K
|
3.54K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.46K- 2.41% |
$490K - $493K
|
180K
$19.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.48K- 5.9% |
$492K - $495K
|
71.3K
$7.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4.49K- 34.71% |
$494K - $497K
|
8.45K
$934K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
SELL
|
- |
-4.68K- 1.52% |
$514K - $517K
|
303K
$33.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.75K- 7.22% |
$522K - $525K
|
61K
$6.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.8K- 15.39% |
$528K - $531K
|
26.4K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.92K- 55.02% |
$541K - $544K
|
4.02K
$444K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.94K- 51.84% |
$543K - $547K
|
4.59K
$507K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.07K- 8.1% |
$558K - $561K
|
57.5K
$6.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.16K- 15.87% |
$567K - $570K
|
27.3K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.3K- 24.25% |
$583K - $586K
|
16.6K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.55K- 19.52% |
$610K - $614K
|
22.9K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.65K- 30.14% |
$621K - $625K
|
13.1K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-5.7K- 48.58% |
$627K - $630K
|
6.04K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.77K- 22.87% |
$634K - $638K
|
19.4K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.8K- 12.25% |
$638K - $642K
|
41.6K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.27K- 4.58% |
$689K - $693K
|
131K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-6.4K- 30.2% |
$703K - $708K
|
14.8K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-6.76K- 5.53% |
$743K - $747K
|
115K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.95K- 10.1% |
$764K - $769K
|
61.9K
$6.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.05K- 7.52% |
$775K - $779K
|
86.7K
$9.58M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-7.09K- 1.88% |
$779K - $784K
|
370K
$40.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.25K- 48.76% |
$797K - $802K
|
7.62K
$842K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-7.5K- 64.81% |
$824K - $829K
|
4.07K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-7.86K- 11.8% |
$864K - $869K
|
58.7K
$6.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-7.88K- 74.5% |
$866K - $871K
|
2.7K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-7.94K- 42.27% |
$873K - $878K
|
10.8K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-7.94K- 42.27% |
$873K - $878K
|
10.8K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-8.1K- 30.65% |
$890K - $896K
|
18.3K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.21K- 5.07% |
$902K - $907K
|
154K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8.23K- 2.11% |
$905K - $910K
|
382K
$42.2M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.33K- 36.15% |
$916K - $921K
|
14.7K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-8.45K- 9.09% |
$929K - $934K
|
84.5K
$9.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.47K- 57.71% |
$931K - $936K
|
6.21K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.54K- 43.77% |
$938K - $944K
|
11K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.94K- 14.87% |
$982K - $988K
|
51.2K
$5.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.05K- 45.53% |
$995K - $1M
|
10.8K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9.53K- 9.8% |
$1.05M - $1.05M
|
87.7K
$9.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-9.58K- 21.98% |
$1.05M - $1.06M
|
34K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-9.65K- 55.61% |
$1.06M - $1.07M
|
7.71K
$851K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.7K- 28.92% |
$1.18M - $1.19M
|
26.4K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.3K- 75.85% |
$1.24M - $1.25M
|
3.6K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-11.5K- 44.12% |
$1.26M - $1.27M
|
14.5K
$1.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11.9K- 63.53% |
$1.3M - $1.31M
|
6.81K
$752K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.2K- 3.78% |
$1.34M - $1.35M
|
310K
$34.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-12.2K- 5.18% |
$1.35M - $1.35M
|
224K
$24.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.3K- 56.1% |
$1.35M - $1.36M
|
9.62K
$1.06M
|