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 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-166- 5.28% |
$18.2K - $18.4K
|
2.98K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-170- 2.27% |
$18.7K - $18.8K
|
7.33K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-194- 3.08% |
$21.3K - $21.5K
|
6.1K
$673K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-200- 1.38% |
$22K - $22.1K
|
14.3K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-202- 1.8% |
$22.2K - $22.3K
|
11K
$1.22M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-238- 22.28% |
$26.2K - $26.3K
|
830
$91.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-250- 2.58% |
$27.5K - $27.6K
|
9.45K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-263- 3.29% |
$28.9K - $29.1K
|
7.74K
$854K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-268- 2.75% |
$29.5K - $29.6K
|
9.48K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-283- 12.4% |
$31.1K - $31.3K
|
2K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-286- 3.15% |
$31.4K - $31.6K
|
8.8K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-300- 10.71% |
$33K - $33.2K
|
2.5K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-329- 32.48% |
$36.2K - $36.4K
|
684
$75.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-348- 6.69% |
$38.3K - $38.5K
|
4.85K
$536K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-355- 2.33% |
$39K - $39.3K
|
14.9K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-359- 1.56% |
$39.5K - $39.7K
|
22.6K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-366- 4.01% |
$40.2K - $40.5K
|
8.75K
$967K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-392- 4.89% |
$43.1K - $43.3K
|
7.63K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-417- 5.22% |
$45.8K - $46.1K
|
7.57K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-425- 3.83% |
$46.7K - $47K
|
10.7K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-436- 13.31% |
$47.9K - $48.2K
|
2.84K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-449- 5.82% |
$49.4K - $49.6K
|
7.27K
$803K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-491- 7.71% |
$54K - $54.3K
|
5.88K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-517- 12.07% |
$56.8K - $57.2K
|
3.77K
$416K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-551- 3.66% |
$60.6K - $60.9K
|
14.5K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-556- 10.59% |
$61.1K - $61.5K
|
4.69K
$518K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-622- 49.17% |
$68.4K - $68.8K
|
643
$71K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-631- 4.93% |
$69.4K - $69.8K
|
12.2K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-668- 4.78% |
$73.4K - $73.9K
|
13.3K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-670- 1.52% |
$73.6K - $74.1K
|
43.3K
$4.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-672- 1.26% |
$73.9K - $74.3K
|
52.5K
$5.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-681- 1.38% |
$74.9K - $75.3K
|
48.8K
$5.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-690- 14.71% |
$75.8K - $76.3K
|
4K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-719- 6.93% |
$79K - $79.5K
|
9.66K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-751- 20.87% |
$82.5K - $83K
|
2.85K
$315K
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-885- 13.77% |
$97.3K - $97.9K
|
5.54K
$612K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-893- 16.09% |
$98.2K - $98.7K
|
4.66K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-907- 0.16% |
$99.7K - $100K
|
560K
$61.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-910- 14.74% |
$100K - $101K
|
5.26K
$581K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-910- 26.03% |
$100K - $101K
|
2.59K
$286K
|
|
|
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
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1K- 9.55% |
$110K - $111K
|
9.47K
$1.05M
|