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
|
Wj Wealth Management, LLC
|
BUY
|
- |
957+ 13.56% |
$105K - $106K
|
8.01K
$885K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
948New |
$104K - $105K
|
948
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
926+ 1.55% |
$102K - $102K
|
60.8K
$6.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
900+ 10.11% |
$98.9K - $99.5K
|
9.81K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
879New |
$96.6K - $97.2K
|
879
$97.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
774+ 7.59% |
$85.1K - $85.6K
|
11K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
773+ 10.76% |
$85K - $85.5K
|
7.96K
$879K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
669+ 26.75% |
$73.5K - $74K
|
3.17K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
605+ 32.54% |
$66.5K - $66.9K
|
2.46K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
594+ 1.91% |
$65.3K - $65.7K
|
31.7K
$3.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
585+ 11.03% |
$64.3K - $64.7K
|
5.89K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
537+ 15.5% |
$59K - $59.4K
|
4K
$442K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
534+ 4.11% |
$58.7K - $59K
|
13.5K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
496New |
$54.5K - $54.8K
|
496
$54.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
477+ 4.8% |
$52.4K - $52.7K
|
10.4K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
463+ 7.04% |
$50.9K - $51.2K
|
7.04K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
462New |
$50.8K - $51.1K
|
462
$51K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
440+ 40.26% |
$48.4K - $48.7K
|
1.53K
$169K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
436+ 2.84% |
$47.9K - $48.2K
|
15.8K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
430+ 21.62% |
$47.3K - $47.5K
|
2.42K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
417+ 10.08% |
$45.8K - $46.1K
|
4.56K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
372+ 249.66% |
$40.9K - $41.1K
|
521
$57.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
368+ 2.38% |
$40.5K - $40.7K
|
15.8K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
362+ 0.64% |
$39.8K - $40K
|
56.7K
$6.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
354New |
$38.9K - $39.1K
|
354
$39.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
353+ 3.29% |
$38.8K - $39K
|
11.1K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
338+ 44.01% |
$37.2K - $37.4K
|
1.11K
$122K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
329+ 3.08% |
$36.2K - $36.4K
|
11K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
329+ 8.4% |
$36.2K - $36.4K
|
4.25K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
325+ 1.09% |
$35.7K - $35.9K
|
30K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
325New |
$35.7K - $35.9K
|
325
$35.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
314+ 4.09% |
$34.5K - $34.7K
|
7.99K
$882K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
313+ 1.4% |
$34.4K - $34.6K
|
22.7K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
302+ 4.27% |
$33.2K - $33.4K
|
7.37K
$814K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
288+ 4.07% |
$31.7K - $31.8K
|
7.37K
$814K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
279+ 1.78% |
$30.7K - $30.8K
|
15.9K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
265+ 5.03% |
$29.1K - $29.3K
|
5.54K
$611K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
251+ 13.68% |
$27.6K - $27.8K
|
2.09K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
248+ 6.81% |
$27.3K - $27.4K
|
3.89K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
242+ 2.63% |
$26.6K - $26.8K
|
9.45K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
238New |
$26.2K - $26.3K
|
238
$26.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
227+ 11.51% |
$25K - $25.1K
|
2.2K
$243K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
223New |
$24.5K - $24.7K
|
223
$24.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
219+ 2.93% |
$24.1K - $24.2K
|
7.68K
$848K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
180+ 2.85% |
$19.8K - $19.9K
|
6.51K
$719K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
177+ 0.23% |
$19.5K - $19.6K
|
76.8K
$8.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
165New |
$18.1K - $18.2K
|
165
$18.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
159+ 1.61% |
$17.5K - $17.6K
|
10.1K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
158+ 0.78% |
$17.4K - $17.5K
|
20.5K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
145New |
$15.9K - $16K
|
145
$16K
|