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 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
36.9K+ 183.62% |
$4.06M - $4.08M
|
57K
$6.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
36.7KNew |
$4.04M - $4.06M
|
36.7K
$4.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
36.5K+ 80.05% |
$4.01M - $4.04M
|
82.1K
$9.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
36.1KNew |
$3.96M - $3.99M
|
36.1K
$3.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
33.7K+ 82090.24% |
$3.7M - $3.72M
|
33.7K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
33.1K+ 73.04% |
$3.64M - $3.66M
|
78.4K
$8.66M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
32.9K+ 6.34% |
$3.61M - $3.63M
|
551K
$60.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
32.3KNew |
$3.55M - $3.57M
|
32.3K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
31.9KNew |
$3.51M - $3.53M
|
31.9K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
31.4K+ 22.16% |
$3.45M - $3.47M
|
173K
$19.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
31.3KNew |
$3.44M - $3.46M
|
31.3K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
30K+ 45.85% |
$3.3M - $3.32M
|
95.6K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
28.4KNew |
$3.12M - $3.14M
|
28.4K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.4K+ 39.51% |
$3.12M - $3.14M
|
100K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
27.1KNew |
$2.98M - $3M
|
27.1K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
27.1KNew |
$2.98M - $3M
|
27.1K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
27.1K+ 11.93% |
$2.98M - $3M
|
254K
$28.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
26.9K+ 289.26% |
$2.96M - $2.98M
|
36.2K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.4K+ 58.99% |
$2.9M - $2.92M
|
71.2K
$7.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.9K+ 62.73% |
$2.74M - $2.76M
|
64.7K
$7.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
24.7K+ 2.12% |
$2.72M - $2.74M
|
1.19M
$132M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24K+ 119.24% |
$2.64M - $2.65M
|
44.1K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
22.6KNew |
$2.48M - $2.5M
|
22.6K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
22KNew |
$2.42M - $2.43M
|
22K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.8K+ 53.8% |
$2.4M - $2.41M
|
62.4K
$6.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.6K+ 69.24% |
$2.37M - $2.38M
|
52.7K
$5.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.3KNew |
$2.34M - $2.35M
|
21.3K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.4K+ 634.63% |
$2.24M - $2.25M
|
23.6K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.6KNew |
$2.15M - $2.16M
|
19.6K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
17.7KNew |
$1.95M - $1.96M
|
17.7K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.6K+ 383.49% |
$1.93M - $1.94M
|
22.2K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
17.2K+ 9.24% |
$1.89M - $1.9M
|
203K
$22.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.1K+ 25.24% |
$1.88M - $1.89M
|
84.8K
$9.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
17KNew |
$1.87M - $1.88M
|
17K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
16.8KNew |
$1.85M - $1.86M
|
16.8K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16.2K+ 3.16% |
$1.79M - $1.8M
|
530K
$58.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.9K+ 10.52% |
$1.74M - $1.75M
|
167K
$18.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.8K+ 39.03% |
$1.73M - $1.74M
|
56.1K
$6.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
15.7KNew |
$1.73M - $1.74M
|
15.7K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.5K+ 124.9% |
$1.7M - $1.71M
|
27.9K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15.4K+ 38.56% |
$1.69M - $1.7M
|
55.2K
$6.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
15.3K+ 14.98% |
$1.68M - $1.69M
|
118K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.3K+ 30.95% |
$1.68M - $1.69M
|
64.6K
$7.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15KNew |
$1.65M - $1.66M
|
15K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
14.4K+ 118.29% |
$1.59M - $1.59M
|
26.6K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.2K+ 68.83% |
$1.56M - $1.57M
|
34.9K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
13.2KNew |
$1.45M - $1.45M
|
13.2K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
13KNew |
$1.43M - $1.44M
|
13K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.6KNew |
$1.38M - $1.39M
|
12.6K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
11.9KNew |
$1.31M - $1.32M
|
11.9K
$1.32M
|