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 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12New |
$1.32K - $1.33K
|
12
$1.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 0.1% |
$770 - $774
|
6.77K
$745K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7New |
$770 - $774
|
7
$771
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.26% |
$550 - $553
|
1.91K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.08% |
$440 - $442
|
4.99K
$550K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 1.72% |
$440 - $442
|
237
$26.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
4+ 0.12% |
$440 - $442
|
3.24K
$357K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
3New |
$330 - $332
|
3
$331
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2+ 200.0% |
$220 - $221
|
3
$331
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.79% |
$220 - $221
|
114
$12.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.97% |
$220 - $221
|
208
$22.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.06% |
$110 - $111
|
1.65K
$182K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.85% |
$110 - $111
|
118
$13K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.65% |
$110 - $111
|
154
$17K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.04% |
$110 - $111
|
2.34K
$258K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-5- 0.1% |
$550 - $553
|
4.87K
$537K
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-8- 0.12% |
$880 - $884
|
6.47K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-12- 0.46% |
$1.32K - $1.33K
|
2.59K
$286K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12- 0.13% |
$1.32K - $1.33K
|
9.04K
$996K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13- 0.36% |
$1.43K - $1.44K
|
3.55K
$391K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15- 2.54% |
$1.65K - $1.66K
|
575
$63.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-17- 0.2% |
$1.87K - $1.88K
|
8.69K
$958K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-26- 0.13% |
$2.86K - $2.87K
|
20.1K
$2.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-27- 77.14% |
$2.97K - $2.98K
|
8
$882
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-37- 21.02% |
$4.07K - $4.09K
|
139
$15.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-37- 2.27% |
$4.07K - $4.09K
|
1.59K
$175K
|
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-39- 0.98% |
$4.29K - $4.31K
|
3.93K
$433K
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-45- 0.74% |
$4.95K - $4.97K
|
6.01K
$662K
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-50- 2.33% |
$5.5K - $5.53K
|
2.1K
$231K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-58- 98.31% |
$6.38K - $6.41K
|
1
$110
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-62- 2.69% |
$6.82K - $6.85K
|
2.25K
$248K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-67- 2.99% |
$7.37K - $7.4K
|
2.18K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-77- 0.14% |
$8.47K - $8.51K
|
53.2K
$5.86M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-80- 0.97% |
$8.8K - $8.84K
|
8.14K
$897K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-86- 1.37% |
$9.46K - $9.5K
|
6.2K
$683K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-87- 2.18% |
$9.57K - $9.61K
|
3.9K
$430K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 10.0% |
$11K - $11.1K
|
900
$99.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-106- 6.94% |
$11.7K - $11.7K
|
1.42K
$157K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-109- 3.48% |
$12K - $12K
|
3.02K
$333K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-110- 60.77% |
$12.1K - $12.2K
|
71
$7.82K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-111- 62.01% |
$12.2K - $12.3K
|
68
$7.49K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-141- 1.15% |
$15.5K - $15.6K
|
12.2K
$1.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-170- 0.28% |
$18.7K - $18.8K
|
60.9K
$6.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-195- 8.85% |
$21.4K - $21.5K
|
2.01K
$221K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-195- 78.95% |
$21.4K - $21.5K
|
52
$5.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-212- 0.73% |
$23.3K - $23.4K
|
28.7K
$3.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-217- 1.15% |
$23.9K - $24K
|
18.7K
$2.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-244- 6.03% |
$26.8K - $27K
|
3.8K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-266- 0.44% |
$29.3K - $29.4K
|
59.7K
$6.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-273- 5.85% |
$30K - $30.2K
|
4.4K
$484K
|