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
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
12.9K
+ 7.28%
$1.42M - $1.43M
191K $21M
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
12.3K
+ 9.08%
$1.36M - $1.36M
148K $16.3M
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
11.8K
+ 247.53%
$1.3M - $1.3M
16.6K $1.82M
Nov 13, 2023 Q3 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
11.7K
+ 407.95%
$1.29M - $1.29M
14.6K $1.61M
Nov 16, 2023 Q3 2023
Titan Capital Management, LLC

BUY
 -
11.7K
+ 9.51%
$1.29M - $1.29M
135K $14.8M
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
11.7K
+ 79.78%
$1.28M - $1.29M
26.3K $2.9M
Oct 31, 2023 Q3 2023
Investment Partners, Ltd.

BUY
 -
11.4K
New
$1.25M - $1.26M
11.4K $1.26M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
11.4K
+ 10.83%
$1.25M - $1.26M
117K $12.9M
Nov 06, 2023 Q3 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
10.8K
New
$1.19M - $1.2M
10.8K $1.19M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
10.3K
+ 280.79%
$1.13M - $1.14M
14K $1.54M
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
9.84K
New
$1.08M - $1.09M
9.84K $1.08M
Sep 26, 2024 Q3 2023
Paragon Capital Management Inc

Provo, UT
BUY
 -
9.83K
+ 7.69%
$1.08M - $1.09M
138K $15.2M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
9.79K
+ 15.18%
$1.08M - $1.08M
74.3K $8.18M
Oct 20, 2023 Q3 2023
Avestar Capital, LLC

BUY
 -
9.72K
New
$1.07M - $1.07M
9.72K $1.07M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
9.63K
+ 115.84%
$1.06M - $1.06M
17.9K $1.98M
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

BUY
 -
9.47K
New
$1.04M - $1.05M
9.47K $1.04M
Oct 18, 2023 Q3 2023
White Lighthouse Investment Management Inc.

BUY
 -
9.28K
+ 9.14%
$1.02M - $1.03M
111K $12.2M
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
9.25K
+ 115.27%
$1.02M - $1.02M
17.3K $1.9M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
8.86K
New
$975K - $979K
8.86K $976K
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
8.76K
+ 13.04%
$963K - $968K
75.9K $8.37M
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
8.68K
+ 40.32%
$955K - $959K
30.2K $3.33M
Oct 23, 2023 Q3 2023
Tfc Financial Management

BUY
 -
8.47K
+ 4.0%
$932K - $936K
220K $24.3M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
7.76K
+ 108.03%
$854K - $858K
14.9K $1.65M
Nov 14, 2023 Q3 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
7.65K
New
$841K - $845K
7.65K $843K
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
7.61K
+ 6.83%
$837K - $841K
119K $13.1M
Oct 23, 2023 Q3 2023
Moreno Evelyn V

Boston, MA
BUY
 -
7.55K
New
$830K - $834K
7.55K $832K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
7.42K
+ 199.33%
$816K - $820K
11.1K $1.23M
Nov 01, 2023 Q3 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
7.24K
+ 32.07%
$796K - $800K
29.8K $3.28M
Nov 15, 2023 Q3 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
7K
New
$770K - $774K
7K $772K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
6.8K
+ 18.48%
$747K - $751K
43.6K $4.8M
Nov 07, 2023 Q3 2023
Gryphon Financial Partners LLC

BUY
 -
6.76K
New
$744K - $747K
6.76K $745K
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
6.57K
New
$723K - $726K
6.57K $724K
Nov 17, 2023 Q3 2023
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
6.38K
+ 28.03%
$701K - $705K
29.1K $3.21M
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
6.37K
New
$701K - $704K
6.37K $702K
Nov 06, 2023 Q3 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
6.06K
+ 5.41%
$666K - $670K
118K $13M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
6.03K
+ 270.84%
$663K - $666K
8.26K $910K
Oct 19, 2023 Q3 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
5.84K
New
$642K - $645K
5.84K $643K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
5.8K
+ 40.65%
$638K - $641K
20.1K $2.21M
Oct 25, 2023 Q3 2023
Kfa Private Wealth Group, LLC

BUY
 -
5.77K
+ 3.56%
$635K - $638K
168K $18.5M
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
5.73K
+ 110.99%
$630K - $633K
10.9K $1.2M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
5.47K
New
$602K - $604K
5.47K $603K
Oct 23, 2023 Q3 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
5.46K
+ 12.86%
$600K - $603K
47.9K $5.28M
Nov 09, 2023 Q3 2023
Investment House LLC

Las Vegas, NV
BUY
 -
5.43K
+ 31.4%
$597K - $600K
22.7K $2.5M
Oct 16, 2023 Q3 2023
Montecito Bank & Trust

BUY
 -
5.25K
+ 15.45%
$577K - $580K
39.2K $4.32M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
5.21K
+ 67.89%
$573K - $576K
12.9K $1.42M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
5.17K
New
$569K - $571K
5.17K $570K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
5.08K
+ 0.42%
$559K - $561K
1.21M $133M
Oct 12, 2023 Q3 2023
Yarbrough Capital, LLC

BUY
 -
5.02K
+ 55.57%
$552K - $555K
14.1K $1.55M
Nov 14, 2023 Q3 2023
First Wilshire Securities Management Inc

Pasadena, CA
BUY
 -
5K
New
$550K - $553K
5K $551K

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