Purchases and Sales Made in Q1 2024 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
120+ 4.08% |
$13.2K - $13.3K
|
3.06K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
115+ 2.03% |
$12.7K - $12.7K
|
5.79K
$640K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
113+ 3.34% |
$12.4K - $12.5K
|
3.5K
$386K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
110+ 78.57% |
$12.1K - $12.2K
|
250
$27.6K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
107+ 0.84% |
$11.8K - $11.8K
|
12.9K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
106+ 2.98% |
$11.7K - $11.7K
|
3.66K
$405K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
105New |
$11.6K - $11.6K
|
105
$11.6K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
103+ 5.61% |
$11.3K - $11.4K
|
1.94K
$214K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
85+ 1062.5% |
$9.36K - $9.4K
|
93
$10.3K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
84+ 311.11% |
$9.25K - $9.29K
|
111
$12.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
72+ 2.11% |
$7.93K - $7.96K
|
3.48K
$384K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
71+ 2.06% |
$7.82K - $7.85K
|
3.52K
$389K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
69+ 0.84% |
$7.6K - $7.63K
|
8.31K
$918K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
65+ 2.14% |
$7.16K - $7.19K
|
3.1K
$342K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
62+ 0.83% |
$6.83K - $6.86K
|
7.54K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
62+ 0.83% |
$6.83K - $6.86K
|
7.54K
$833K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
62+ 2.83% |
$6.83K - $6.86K
|
2.25K
$249K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57+ 0.72% |
$6.28K - $6.3K
|
7.94K
$877K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
57+ 0.84% |
$6.28K - $6.3K
|
6.81K
$753K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
57+ 0.24% |
$6.28K - $6.3K
|
24.3K
$2.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
54+ 0.5% |
$5.95K - $5.97K
|
10.9K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
50New |
$5.51K - $5.53K
|
50
$5.52K
|
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
45+ 0.38% |
$4.95K - $4.98K
|
11.8K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 102.38% |
$4.73K - $4.75K
|
85
$9.39K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
38New |
$4.18K - $4.2K
|
38
$4.2K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
35+ 0.79% |
$3.85K - $3.87K
|
4.47K
$493K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
31+ 0.82% |
$3.41K - $3.43K
|
3.8K
$420K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
29+ 0.73% |
$3.19K - $3.21K
|
4.02K
$444K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
28+ 0.84% |
$3.08K - $3.1K
|
3.36K
$371K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
24+ 1.33% |
$2.64K - $2.65K
|
1.83K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24+ 9.76% |
$2.64K - $2.65K
|
270
$29.8K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 2.48% |
$1.98K - $1.99K
|
743
$82.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17New |
$1.87K - $1.88K
|
17
$1.88K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10New |
$1.1K - $1.11K
|
10
$1.1K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
7+ 0.37% |
$771 - $774
|
1.89K
$209K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 3.4% |
$771 - $774
|
213
$23.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
7New |
$771 - $774
|
7
$773
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 0.82% |
$551 - $553
|
615
$67.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$110 - $111
|
19.6K
$2.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$110 - $111
|
7.08K
$782K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 12.5% |
$110 - $111
|
9
$994
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1+ 0.01% |
$110 - $111
|
19.1K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.83% |
$110 - $111
|
121
$13.4K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1- 0.02% |
$110 - $111
|
5.15K
$569K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 12.5% |
$110 - $111
|
7
$773
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-5- 0.08% |
$551 - $553
|
6.44K
$711K
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-10- 0.19% |
$1.1K - $1.11K
|
5.39K
$596K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-11- 22.92% |
$1.21K - $1.22K
|
37
$4.09K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-15- 0.12% |
$1.65K - $1.66K
|
12.7K
$1.41M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19- 95.0% |
$2.09K - $2.1K
|
1
$110
|