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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.5K- 3.82% |
$4.78M - $4.8M
|
1.09M
$120M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-45.1K- 8.41% |
$4.96M - $4.98M
|
491K
$54.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-51.3K- 86.81% |
$5.65M - $5.67M
|
7.8K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-78.9K- 14.12% |
$8.68M - $8.72M
|
480K
$52.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-80.7K- 95.73% |
$8.88M - $8.92M
|
3.6K
$396K
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-82.9K- 52.55% |
$9.12M - $9.16M
|
74.8K
$8.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-99.6K- 45.65% |
$11M - $11M
|
119K
$13M
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-110K- 97.39% |
$12.1M - $12.1M
|
2.94K
$324K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-123K- 73.56% |
$13.5M - $13.6M
|
44.2K
$4.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-143K- 41.94% |
$15.7M - $15.8M
|
198K
$21.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-146K- 87.35% |
$16.1M - $16.2M
|
21.2K
$2.33M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-148K- 74.47% |
$16.3M - $16.4M
|
50.8K
$5.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-163K- 9.27% |
$17.9M - $18M
|
1.59M
$175M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-163K- 78.71% |
$18M - $18.1M
|
44.2K
$4.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-166K- 53.85% |
$18.3M - $18.4M
|
142K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-180K- 58.72% |
$19.8M - $19.9M
|
126K
$13.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-202K- 32.6% |
$22.3M - $22.4M
|
418K
$46M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-228K- 41.69% |
$25.1M - $25.2M
|
319K
$35.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-296K- 12.75% |
$32.6M - $32.7M
|
2.03M
$223M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-314K- 9.37% |
$34.5M - $34.7M
|
3.04M
$334M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-433K- 50.22% |
$47.6M - $47.8M
|
429K
$47.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-435K- 7.71% |
$47.9M - $48.1M
|
5.21M
$574M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-435K- 7.71% |
$47.9M - $48.1M
|
5.21M
$574M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-476K- 5.91% |
$52.4M - $52.6M
|
7.58M
$835M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.73M- 19.18% |
$191M - $191M
|
7.3M
$803M
|