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 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
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 8.13% |
$1.52M - $1.53M
|
157K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-14K- 42.7% |
$1.54M - $1.55M
|
18.8K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-14.3K- 20.64% |
$1.57M - $1.58M
|
55.1K
$6.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.5K- 47.7% |
$1.59M - $1.6M
|
15.9K
$1.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-14.7K- 13.87% |
$1.61M - $1.62M
|
91.2K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-15.3K- 13.55% |
$1.68M - $1.69M
|
97.3K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.6K- 14.48% |
$1.71M - $1.72M
|
92.1K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-16.1K- 4.17% |
$1.77M - $1.78M
|
371K
$41M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-17.8K- 31.82% |
$1.96M - $1.97M
|
38.2K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.3K- 26.51% |
$2.01M - $2.02M
|
50.7K
$5.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-19.8K- 45.86% |
$2.17M - $2.19M
|
23.3K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.9K- 27.18% |
$2.19M - $2.2M
|
53.4K
$5.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21.5K- 21.7% |
$2.37M - $2.38M
|
77.7K
$8.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-21.6K- 49.49% |
$2.38M - $2.39M
|
22.1K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-21.6K- 9.76% |
$2.38M - $2.39M
|
200K
$22.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-21.7K- 44.48% |
$2.39M - $2.4M
|
27.1K
$3M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-21.9K- 3.22% |
$2.4M - $2.42M
|
657K
$72.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-22K- 72.26% |
$2.42M - $2.43M
|
8.44K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-23.4K- 22.22% |
$2.57M - $2.59M
|
82K
$9.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-25.6K- 16.98% |
$2.81M - $2.83M
|
125K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-27.4K- 51.6% |
$3.02M - $3.03M
|
25.7K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-28.1K- 19.87% |
$3.09M - $3.11M
|
113K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-28.5K- 31.17% |
$3.13M - $3.15M
|
62.9K
$6.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.6K- 29.3% |
$3.14M - $3.16M
|
68.9K
$7.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.7K- 4.79% |
$3.15M - $3.17M
|
570K
$63M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.2K- 11.92% |
$3.32M - $3.34M
|
223K
$24.7M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-30.3K- 64.01% |
$3.33M - $3.35M
|
17.1K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30.6K- 10.84% |
$3.36M - $3.38M
|
252K
$27.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.1K- 38.95% |
$3.64M - $3.66M
|
51.9K
$5.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-37.9K- 92.22% |
$4.17M - $4.19M
|
3.2K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-39.5K- 10.5% |
$4.34M - $4.36M
|
336K
$37.2M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-42.3K- 38.45% |
$4.65M - $4.67M
|
67.6K
$7.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-42.4K- 22.48% |
$4.66M - $4.69M
|
146K
$16.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-43.7K- 62.38% |
$4.81M - $4.84M
|
26.4K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.1K- 58.15% |
$5.18M - $5.21M
|
33.9K
$3.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-48K- 62.37% |
$5.27M - $5.3M
|
28.9K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.5K- 10.45% |
$5.33M - $5.36M
|
416K
$45.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-54.9K- 18.54% |
$6.04M - $6.07M
|
241K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-59.7K- 32.83% |
$6.57M - $6.61M
|
122K
$13.5M
|