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 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 3.23% |
$330 - $332
|
96
$10.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2+ 0.06% |
$220 - $221
|
3.4K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 10.0% |
$110 - $111
|
11
$1.21K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$110 - $111
|
7.09K
$782K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-1- 0.04% |
$110 - $111
|
2.42K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-2- 0.03% |
$220 - $221
|
7.49K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6- 0.67% |
$660 - $663
|
887
$97.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-8- 0.05% |
$879 - $885
|
17.2K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-21- 72.41% |
$2.31K - $2.32K
|
8
$883
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-24- 0.4% |
$2.64K - $2.65K
|
6.03K
$665K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-25- 0.62% |
$2.75K - $2.76K
|
3.99K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-30- 0.9% |
$3.3K - $3.32K
|
3.32K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-33- 1.23% |
$3.63K - $3.65K
|
2.65K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-39- 0.91% |
$4.29K - $4.31K
|
4.27K
$471K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-42- 1.51% |
$4.62K - $4.64K
|
2.74K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-43- 29.86% |
$4.73K - $4.75K
|
101
$11.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45- 0.88% |
$4.95K - $4.98K
|
5.05K
$558K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-60- 0.08% |
$6.6K - $6.63K
|
74.4K
$8.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-74- 1.08% |
$8.13K - $8.18K
|
6.75K
$746K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-75- 1.67% |
$8.24K - $8.29K
|
4.42K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-84- 2.31% |
$9.23K - $9.29K
|
3.55K
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-86- 0.29% |
$9.45K - $9.51K
|
29.5K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-90- 3.65% |
$9.89K - $9.95K
|
2.38K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-107- 4.66% |
$11.8K - $11.8K
|
2.19K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-130- 2.31% |
$14.3K - $14.4K
|
5.51K
$608K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-136- 2.21% |
$14.9K - $15K
|
6.02K
$665K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-147- 3.46% |
$16.2K - $16.3K
|
4.1K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-152- 0.26% |
$16.7K - $16.8K
|
58.8K
$6.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-194- 3.08% |
$21.3K - $21.5K
|
6.1K
$673K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-217- 16.07% |
$23.9K - $24K
|
1.13K
$125K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-220- 5.43% |
$24.2K - $24.3K
|
3.83K
$423K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-220- 1.24% |
$24.2K - $24.3K
|
17.5K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-250- 2.58% |
$27.5K - $27.6K
|
9.45K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-268- 2.75% |
$29.5K - $29.6K
|
9.48K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-286- 3.15% |
$31.4K - $31.6K
|
8.8K
$971K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-348- 6.69% |
$38.3K - $38.5K
|
4.85K
$536K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-359- 1.56% |
$39.5K - $39.7K
|
22.6K
$2.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-392- 4.89% |
$43.1K - $43.3K
|
7.63K
$842K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-551- 3.66% |
$60.6K - $60.9K
|
14.5K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-622- 49.17% |
$68.4K - $68.8K
|
643
$71K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-681- 1.38% |
$74.9K - $75.3K
|
48.8K
$5.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-719- 6.93% |
$79K - $79.5K
|
9.66K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-771- 12.5% |
$84.7K - $85.2K
|
5.4K
$596K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-842- 17.26% |
$92.6K - $93.1K
|
4.04K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-848- 5.42% |
$93.2K - $93.8K
|
14.8K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-849- 4.14% |
$93.3K - $93.9K
|
19.6K
$2.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-919- 24.24% |
$101K - $102K
|
2.87K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-962- 15.63% |
$106K - $106K
|
5.19K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1K- 9.55% |
$110K - $111K
|
9.47K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.2K- 17.91% |
$132K - $133K
|
5.5K
$607K
|