Purchases and Sales Made in Q3 2023 in Ishares Tr (SHV)
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 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4.93K+ 8.46% |
$542K - $544K
|
63.2K
$6.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
4.88K+ 11.64% |
$537K - $539K
|
46.8K
$5.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
4.64K+ 87.55% |
$510K - $513K
|
9.94K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.53KNew |
$499K - $501K
|
4.53K
$500K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.52K+ 2.4% |
$497K - $499K
|
193K
$21.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.5K+ 71.2% |
$495K - $497K
|
10.8K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.35K+ 55.11% |
$478K - $480K
|
12.2K
$1.35M
|
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
4.04K+ 82.2% |
$444K - $446K
|
8.94K
$986K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.97K+ 119.43% |
$436K - $438K
|
7.29K
$803K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.93K+ 9.61% |
$432K - $434K
|
44.8K
$4.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.83KNew |
$421K - $423K
|
3.83K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.69KNew |
$406K - $408K
|
3.69K
$407K
|
|
|
Oct 31, 2023
Q3 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.65K+ 12.68% |
$401K - $403K
|
32.4K
$3.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.56K+ 2.14% |
$392K - $394K
|
170K
$18.7M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.48K+ 6.92% |
$383K - $384K
|
53.8K
$5.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.4KNew |
$374K - $376K
|
3.4K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.25K+ 43.28% |
$357K - $359K
|
10.8K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.18K+ 24.41% |
$350K - $352K
|
16.2K
$1.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.06K+ 42.67% |
$337K - $338K
|
10.2K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.03K+ 2.22% |
$333K - $334K
|
139K
$15.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.94K+ 42.13% |
$323K - $324K
|
9.9K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.88KNew |
$316K - $318K
|
2.88K
$317K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.85K+ 33.23% |
$313K - $314K
|
11.4K
$1.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.83KNew |
$311K - $313K
|
2.83K
$312K
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
2.82K+ 31.16% |
$310K - $312K
|
11.9K
$1.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.78K+ 58.48% |
$305K - $307K
|
7.53K
$829K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.77KNew |
$305K - $307K
|
2.77K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.76K+ 25.03% |
$304K - $305K
|
13.8K
$1.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
2.74K+ 24.97% |
$302K - $303K
|
13.7K
$1.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.72K+ 109.8% |
$300K - $301K
|
5.2K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.72K+ 14.92% |
$299K - $300K
|
20.9K
$2.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.7K+ 15.38% |
$297K - $299K
|
20.3K
$2.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.59KNew |
$284K - $286K
|
2.59K
$285K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.52KNew |
$277K - $278K
|
2.52K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.52KNew |
$277K - $278K
|
2.52K
$277K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.51KNew |
$276K - $277K
|
2.51K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.5K+ 9.54% |
$275K - $277K
|
28.7K
$3.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.48KNew |
$273K - $274K
|
2.48K
$273K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.39K+ 57.22% |
$263K - $264K
|
6.57K
$724K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
2.34K+ 49.54% |
$257K - $259K
|
7.06K
$778K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.34KNew |
$257K - $258K
|
2.34K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.32KNew |
$255K - $256K
|
2.32K
$256K
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.3K+ 122.32% |
$253K - $254K
|
4.18K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.27K+ 3.39% |
$250K - $251K
|
69.2K
$7.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.27KNew |
$249K - $250K
|
2.27K
$250K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.26K+ 20.84% |
$249K - $250K
|
13.1K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
2.25K+ 2.55% |
$247K - $248K
|
90.3K
$9.95M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.23K+ 20.54% |
$246K - $247K
|
13.1K
$1.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.16KNew |
$238K - $239K
|
2.16K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.05K+ 91.37% |
$226K - $227K
|
4.3K
$474K
|