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
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
125+ 1.67% |
$13.7K - $13.8K
|
7.59K
$839K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
117+ 1.51% |
$12.9K - $12.9K
|
7.85K
$867K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
116New |
$12.8K - $12.8K
|
116
$12.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
110+ 2.23% |
$12.1K - $12.2K
|
5.04K
$557K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
110+ 1.31% |
$12.1K - $12.2K
|
8.53K
$942K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
100New |
$11K - $11.1K
|
100
$11K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100+ 3.94% |
$11K - $11.1K
|
2.64K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$11K - $11.1K
|
100
$11K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
90+ 3.04% |
$9.89K - $9.95K
|
3.05K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
89+ 2.74% |
$9.78K - $9.84K
|
3.34K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
82+ 1.63% |
$9.01K - $9.07K
|
5.13K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
78+ 0.32% |
$8.57K - $8.62K
|
24.1K
$2.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
77+ 2.24% |
$8.46K - $8.51K
|
3.51K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
75+ 5.11% |
$8.24K - $8.29K
|
1.54K
$170K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
70New |
$7.69K - $7.74K
|
70
$7.73K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
68+ 1.63% |
$7.47K - $7.52K
|
4.24K
$469K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
64New |
$7.03K - $7.08K
|
64
$7.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
58+ 2.65% |
$6.38K - $6.41K
|
2.25K
$248K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
57New |
$6.27K - $6.3K
|
57
$6.3K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
54+ 1.57% |
$5.94K - $5.97K
|
3.5K
$387K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
48+ 1.13% |
$5.28K - $5.31K
|
4.31K
$476K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
45+ 1.44% |
$4.95K - $4.98K
|
3.16K
$349K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
43+ 1.62% |
$4.73K - $4.75K
|
2.69K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38+ 1.7% |
$4.18K - $4.2K
|
2.27K
$250K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35New |
$3.85K - $3.87K
|
35
$3.87K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
35New |
$3.85K - $3.87K
|
35
$3.87K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
35+ 1.39% |
$3.85K - $3.87K
|
2.56K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
31+ 1.6% |
$3.41K - $3.43K
|
1.97K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
30+ 1.64% |
$3.3K - $3.32K
|
1.86K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27+ 11.3% |
$2.97K - $2.99K
|
266
$29.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
25+ 1.61% |
$2.75K - $2.76K
|
1.58K
$174K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
24+ 0.12% |
$2.64K - $2.65K
|
19.2K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
22+ 0.66% |
$2.42K - $2.43K
|
3.35K
$369K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
22+ 1.18% |
$2.42K - $2.43K
|
1.89K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22+ 0.51% |
$2.42K - $2.43K
|
4.38K
$484K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
21New |
$2.31K - $2.32K
|
21
$2.32K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18+ 0.1% |
$1.98K - $1.99K
|
18.7K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
17+ 0.41% |
$1.87K - $1.88K
|
4.2K
$464K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
16+ 0.18% |
$1.76K - $1.77K
|
8.83K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15+ 0.78% |
$1.65K - $1.66K
|
1.93K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
14New |
$1.54K - $1.55K
|
14
$1.55K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
13+ 0.15% |
$1.43K - $1.44K
|
8.8K
$972K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12+ 0.01% |
$1.32K - $1.33K
|
186K
$20.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12+ 0.24% |
$1.32K - $1.33K
|
5.01K
$553K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11New |
$1.21K - $1.22K
|
11
$1.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10+ 1.58% |
$1.1K - $1.11K
|
641
$70.8K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.44% |
$220 - $221
|
456
$50.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$110 - $111
|
7.09K
$783K
|