Purchases and Sales Made in Q3 2023 in Ishares Tr (SHV)

SHV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr (SHV) during Q3 2023. 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
Oct 20, 2023 Q3 2023
Ridgewood Investments LLC

BUY
 -
42.5K
+ 771.77%
$4.68M - $4.7M
48K $5.29M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
41.8K
+ 43.69%
$4.59M - $4.61M
137K $15.1M
Nov 03, 2023 Q3 2023
Capital Wealth Alliance, LLC

BUY
 -
40.6K
New
$4.46M - $4.48M
40.6K $4.47M
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
39.2K
+ 248.12%
$4.31M - $4.33M
55K $6.06M
Oct 12, 2023 Q3 2023
New Capital Management LP

BUY
 -
37.3K
+ 57.43%
$4.1M - $4.12M
102K $11.3M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
37K
New
$4.07M - $4.09M
37K $4.08M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
33.8K
+ 14.76%
$3.72M - $3.74M
263K $29M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
33.1K
+ 75.77%
$3.64M - $3.65M
76.7K $8.45M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
32.6K
New
$3.58M - $3.6M
32.6K $3.59M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
32.6K
+ 10.92%
$3.58M - $3.6M
331K $36.5M
Oct 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
31.7K
+ 31.79%
$3.49M - $3.5M
131K $14.5M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
30.5K
+ 121.73%
$3.36M - $3.37M
55.6K $6.13M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
30.3K
+ 47.78%
$3.33M - $3.35M
93.7K $10.3M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
29.8K
+ 0.4%
$3.28M - $3.29M
7.54M $831M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
29.8K
+ 67.7%
$3.27M - $3.29M
73.7K $8.13M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
28.6K
+ 110.94%
$3.15M - $3.17M
54.5K $6M
Nov 02, 2023 Q3 2023
Banque Pictet & Cie Sa

BUY
 -
27.9K
+ 58.21%
$3.07M - $3.09M
75.9K $8.37M
Nov 07, 2023 Q3 2023
Accredited Investors Inc.

BUY
 -
27.8K
+ 3.03%
$3.06M - $3.08M
948K $105M
Nov 06, 2023 Q3 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
26.1K
+ 19.3%
$2.87M - $2.88M
161K $17.8M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
24.9K
+ 14.61%
$2.74M - $2.76M
196K $21.6M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
24.9K
+ 5834.27%
$2.73M - $2.75M
25.3K $2.79M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
24.8K
+ 266.97%
$2.72M - $2.74M
34K $3.75M
Nov 16, 2023 Q3 2023
Ironwood Investment Management LLC

Boston, MA
BUY
 -
24.4K
+ 424.36%
$2.68M - $2.69M
30.1K $3.32M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
24K
New
$2.64M - $2.65M
24K $2.64M
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
23.4K
+ 26.48%
$2.58M - $2.59M
112K $12.3M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
22.8K
+ 14.42%
$2.51M - $2.52M
181K $20M
Nov 08, 2023 Q3 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
22.6K
New
$2.49M - $2.5M
22.6K $2.49M
Nov 13, 2023 Q3 2023
Meeder Asset Management Inc

BUY
 -
22.2K
New
$2.44M - $2.45M
22.2K $2.44M
Nov 14, 2023 Q3 2023
Liquid Strategies, LLC

Atlanta, GA
BUY
 -
21.2K
+ 7374.56%
$2.33M - $2.34M
21.5K $2.36M
Apr 24, 2024 Q3 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
19.9K
+ 49.58%
$2.19M - $2.2M
60K $6.61M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
19.8K
+ 5.82%
$2.18M - $2.19M
360K $39.6M
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
19.6K
New
$2.15M - $2.16M
19.6K $2.15M
Nov 13, 2023 Q3 2023
Hrt Financial LP

New York, NY
BUY
 -
19.5K
+ 267.85%
$2.15M - $2.16M
26.8K $2.96M
Oct 16, 2023 Q3 2023
Lake Hills Wealth Management, LLC

BUY
 -
19.1K
New
$2.1M - $2.11M
19.1K $2.11M
Nov 08, 2023 Q3 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
18.9K
New
$2.08M - $2.09M
18.9K $2.08M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
17.9K
+ 34.79%
$1.97M - $1.98M
69.5K $7.66M
Oct 25, 2023 Q3 2023
Calamos Wealth Management LLC

BUY
 -
16.7K
+ 27.83%
$1.84M - $1.85M
76.7K $8.46M
Nov 15, 2023 Q3 2023
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
16.4K
+ 17.37%
$1.81M - $1.82M
111K $12.2M
Nov 13, 2023 Q3 2023
Smart Money Group LLC

BUY
 -
16.3K
New
$1.79M - $1.8M
16.3K $1.79M
Nov 06, 2024 Q3 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
16.2K
+ 15.77%
$1.79M - $1.79M
119K $13.1M
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

BUY
 -
16.1K
+ 92.87%
$1.77M - $1.78M
33.4K $3.68M
Nov 08, 2023 Q3 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
16.1K
+ 49.78%
$1.77M - $1.78M
48.3K $5.33M
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

BUY
 -
16K
+ 65.07%
$1.76M - $1.77M
40.7K $4.48M
Oct 12, 2023 Q3 2023
Mayport, LLC

BUY
 -
15.2K
+ 60.15%
$1.67M - $1.68M
40.5K $4.46M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
15K
+ 10.65%
$1.64M - $1.65M
155K $17.1M
Oct 23, 2023 Q3 2023
Financial Management Network Inc

BUY
 -
14.9K
+ 22.7%
$1.64M - $1.64M
80.4K $8.86M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
13.9K
+ 6.7%
$1.53M - $1.53M
221K $24.4M
Oct 10, 2023 Q3 2023
Cherrydale Wealth Management, LLC

BUY
 -
13.5K
New
$1.49M - $1.49M
13.5K $1.49M
Nov 09, 2023 Q3 2023
Karpus Management, Inc.

Pittsford, NY
BUY
 -
13.5K
New
$1.48M - $1.49M
13.5K $1.49M

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