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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-130K- 49.86% |
$14.3M - $14.4M
|
131K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-156K- 13.29% |
$17.1M - $17.2M
|
1.02M
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-156K- 18.62% |
$17.2M - $17.3M
|
683K
$75.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-161K- 89.35% |
$17.7M - $17.8M
|
19.2K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-176K- 19.75% |
$19.3M - $19.5M
|
715K
$79M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-187K- 14.75% |
$20.6M - $20.7M
|
1.08M
$119M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-188K- 52.18% |
$20.7M - $20.8M
|
173K
$19.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-236K- 23.34% |
$26M - $26.1M
|
777K
$85.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-411K- 24.37% |
$45.2M - $45.4M
|
1.28M
$141M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-447K- 94.08% |
$49.1M - $49.4M
|
28.1K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-472K- 15.09% |
$51.9M - $52.2M
|
2.66M
$293M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-571K- 30.46% |
$62.7M - $63.1M
|
1.3M
$144M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-580K- 84.84% |
$63.7M - $64.1M
|
104K
$11.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-866K- 97.95% |
$95.2M - $95.7M
|
18.1K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.1M- 17.54% |
$121M - $121M
|
5.16M
$570M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.49M- 80.2% |
$164M - $165M
|
368K
$40.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.79M- 98.44% |
$637M - $641M
|
91.9K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.28M- 80.63% |
$800M - $805M
|
1.75M
$193M
|