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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.21K- 10.81% |
$133K - $134K
|
9.99K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.24K- 28.37% |
$136K - $137K
|
3.13K
$345K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.28K- 17.6% |
$140K - $141K
|
5.97K
$659K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.28K- 17.6% |
$140K - $141K
|
5.97K
$659K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.32K- 23.91% |
$146K - $146K
|
4.21K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.33K- 5.45% |
$146K - $147K
|
23K
$2.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.33K- 1.89% |
$146K - $147K
|
68.9K
$7.61M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.36K- 60.0% |
$150K - $150K
|
906
$100K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.38K- 7.5% |
$152K - $153K
|
17K
$1.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.47K- 15.84% |
$162K - $163K
|
7.81K
$863K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.5K- 13.39% |
$165K - $166K
|
9.7K
$1.07M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.53K- 19.84% |
$168K - $169K
|
6.17K
$682K
|
|
|
May 10, 2024
Q1 2024
|
Titan Capital Management, LLC
|
SELL
|
- |
-1.55K- 1.18% |
$170K - $171K
|
129K
$14.3M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.57K- 43.94% |
$172K - $173K
|
2K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.57K- 25.19% |
$173K - $173K
|
4.66K
$515K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.58K- 9.29% |
$174K - $175K
|
15.4K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.59K- 44.41% |
$175K - $175K
|
1.98K
$219K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.63K- 2.34% |
$180K - $181K
|
68.3K
$7.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.64K- 0.87% |
$181K - $181K
|
188K
$20.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.66K- 72.74% |
$183K - $184K
|
623
$68.8K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.67K- 41.85% |
$184K - $185K
|
2.32K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.67K- 66.31% |
$184K - $185K
|
849
$93.8K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.69K- 18.79% |
$186K - $187K
|
7.29K
$805K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.69K- 51.83% |
$186K - $187K
|
1.57K
$173K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 26.58% |
$190K - $191K
|
4.76K
$526K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-1.73K- 1.23% |
$190K - $191K
|
138K
$15.3M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.75K- 74.57% |
$192K - $193K
|
595
$65.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.8K- 43.17% |
$198K - $199K
|
2.37K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.81K- 7.64% |
$199K - $200K
|
21.8K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.83K- 31.63% |
$202K - $202K
|
3.96K
$437K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.86K- 0.52% |
$204K - $205K
|
352K
$38.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.98K- 20.42% |
$218K - $218K
|
7.7K
$850K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.01K- 17.67% |
$221K - $222K
|
9.37K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.11K- 48.79% |
$233K - $234K
|
2.22K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.14K- 6.44% |
$236K - $237K
|
31.1K
$3.44M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.18K- 14.0% |
$240K - $241K
|
13.4K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.19K- 13.31% |
$241K - $242K
|
14.3K
$1.58M
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
SELL
|
- |
-2.31K- 7.09% |
$254K - $255K
|
30.3K
$3.34M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.33K- 27.86% |
$256K - $257K
|
6.02K
$665K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.33K- 2.88% |
$256K - $257K
|
78.6K
$8.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.37K- 0.81% |
$261K - $262K
|
288K
$31.8M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.39K- 3.76% |
$263K - $264K
|
61K
$6.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-2.41K- 0.65% |
$265K - $266K
|
366K
$40.4M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.51K- 1.41% |
$276K - $278K
|
176K
$19.4M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.52KClosed |
$277K - $278K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.58K- 10.81% |
$284K - $285K
|
21.3K
$2.35M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.58K- 3.44% |
$284K - $286K
|
72.5K
$8.01M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.71K- 9.57% |
$298K - $299K
|
25.6K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.75K- 18.19% |
$303K - $304K
|
12.4K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.85K- 33.74% |
$314K - $315K
|
5.6K
$619K
|