Purchases and Sales Made in Q2 2024 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-2.41K- 18.7% |
$266K - $267K
|
10.5K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.43K- 17.28% |
$268K - $269K
|
11.6K
$1.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.44K- 18.72% |
$268K - $269K
|
10.6K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.46K- 0.89% |
$271K - $272K
|
273K
$30.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.47K- 2.67% |
$272K - $273K
|
90.2K
$9.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.48K- 64.86% |
$273K - $274K
|
1.35K
$148K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.5K- 25.41% |
$275K - $276K
|
7.34K
$808K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.59K- 3.3% |
$285K - $287K
|
76K
$8.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.65K- 12.14% |
$291K - $293K
|
19.2K
$2.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.66K- 37.09% |
$293K - $294K
|
4.52K
$497K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.7K- 39.67% |
$297K - $299K
|
4.11K
$453K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-2.7K- 0.91% |
$297K - $299K
|
296K
$32.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.72K- 11.07% |
$300K - $301K
|
21.9K
$2.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.8K- 1.6% |
$309K - $310K
|
173K
$19M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3K- 40.31% |
$330K - $332K
|
4.45K
$489K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-3.24K- 13.65% |
$356K - $357K
|
20.5K
$2.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.3K- 3.14% |
$363K - $365K
|
102K
$11.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-3.3K- 13.96% |
$364K - $365K
|
20.4K
$2.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.37K- 6.92% |
$371K - $373K
|
45.3K
$4.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.48K- 12.02% |
$382K - $384K
|
25.4K
$2.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.56K- 42.64% |
$392K - $393K
|
4.79K
$527K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.59K- 2.77% |
$394K - $396K
|
126K
$13.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.6K- 32.46% |
$396K - $398K
|
7.49K
$825K
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-3.74K- 4.63% |
$411K - $413K
|
77K
$8.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.86K- 13.55% |
$425K - $427K
|
24.6K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.9K- 1.48% |
$429K - $431K
|
259K
$28.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4K- 68.2% |
$440K - $442K
|
1.87K
$205K
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
SELL
|
- |
-4.01K- 49.59% |
$441K - $443K
|
4.08K
$449K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-4.02K- 7.56% |
$442K - $444K
|
49.1K
$5.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.05K- 26.63% |
$445K - $447K
|
11.1K
$1.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4.14K- 6.06% |
$455K - $457K
|
64.1K
$7.06M
|
|
|
Apr 28, 2025
Q2 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-4.17K- 62.1% |
$459K - $460K
|
2.54K
$280K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.25K- 25.65% |
$467K - $469K
|
12.3K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-4.28K- 1.25% |
$471K - $473K
|
338K
$37.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-4.48K- 5.05% |
$493K - $495K
|
84.2K
$9.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.48K- 33.81% |
$493K - $495K
|
8.77K
$965K
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-4.51K- 26.48% |
$496K - $498K
|
12.5K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.57K- 6.24% |
$503K - $505K
|
68.7K
$7.56M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.78K- 0.48% |
$526K - $528K
|
995K
$110M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.93K- 26.88% |
$543K - $545K
|
13.4K
$1.48M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.95K- 28.89% |
$544K - $546K
|
12.2K
$1.34M
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-5K- 45.16% |
$550K - $553K
|
6.07K
$669K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.23K- 11.02% |
$575K - $578K
|
42.2K
$4.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.29K- 9.72% |
$582K - $584K
|
49.1K
$5.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-5.35K- 27.95% |
$589K - $591K
|
13.8K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-5.47K- 7.36% |
$602K - $605K
|
68.9K
$7.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.74K- 13.07% |
$632K - $635K
|
38.2K
$4.2M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.77K- 22.97% |
$635K - $638K
|
19.4K
$2.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Sicart Associates LLC
|
SELL
|
- |
-5.95K- 47.22% |
$655K - $658K
|
6.65K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.96K- 50.79% |
$656K - $659K
|
5.78K
$636K
|