Purchases and Sales Made in Q4 2023 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-14- 4.65% |
$1.54K - $1.55K
|
287
$31.7K
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-18- 0.38% |
$1.98K - $1.99K
|
4.7K
$520K
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-19- 0.29% |
$2.09K - $2.1K
|
6.45K
$712K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-21- 0.41% |
$2.31K - $2.32K
|
5.15K
$569K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-21- 0.23% |
$2.31K - $2.32K
|
9.06K
$1M
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-25- 0.13% |
$2.75K - $2.76K
|
18.7K
$2.06M
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-31- 13.08% |
$3.41K - $3.43K
|
206
$22.8K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-37- 2.24% |
$4.06K - $4.09K
|
1.61K
$178K
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-41- 0.92% |
$4.5K - $4.53K
|
4.43K
$490K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-46- 9.26% |
$5.05K - $5.09K
|
451
$49.8K
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-46- 0.15% |
$5.05K - $5.09K
|
31K
$3.42M
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-49- 0.55% |
$5.38K - $5.42K
|
8.81K
$974K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-54- 1.38% |
$5.93K - $5.97K
|
3.85K
$425K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-56- 0.11% |
$6.15K - $6.19K
|
53.1K
$5.87M
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-56- 2.49% |
$6.15K - $6.19K
|
2.19K
$242K
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-64- 0.95% |
$7.03K - $7.08K
|
6.7K
$740K
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-72- 0.29% |
$7.91K - $7.96K
|
25.1K
$2.77M
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-99- 5.11% |
$10.9K - $10.9K
|
1.84K
$203K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-99- 3.03% |
$10.9K - $10.9K
|
3.17K
$351K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-118Closed |
$13K - $13K
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-119- 0.49% |
$13.1K - $13.2K
|
24.3K
$2.69M
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-140- 2.06% |
$15.4K - $15.5K
|
6.66K
$735K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-142- 34.3% |
$15.6K - $15.7K
|
272
$30.1K
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-150- 5.26% |
$16.5K - $16.6K
|
2.7K
$298K
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-150- 3.73% |
$16.5K - $16.6K
|
3.87K
$427K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-163- 83.16% |
$17.9K - $18K
|
33
$3.65K
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-181- 3.44% |
$19.9K - $20K
|
5.07K
$561K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-190- 91.35% |
$20.9K - $21K
|
18
$1.99K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-192- 2.95% |
$21.1K - $21.2K
|
6.32K
$699K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-219- 9.38% |
$24.1K - $24.2K
|
2.12K
$234K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-221- 3.17% |
$24.3K - $24.4K
|
6.76K
$747K
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-230- 1.2% |
$25.3K - $25.4K
|
18.9K
$2.09M
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-255- 2.93% |
$28K - $28.2K
|
8.44K
$933K
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-258- 11.02% |
$28.3K - $28.5K
|
2.08K
$230K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-259- 1.2% |
$28.5K - $28.6K
|
21.3K
$2.36M
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-261- 3.0% |
$28.7K - $28.9K
|
8.44K
$933K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-282- 6.46% |
$31K - $31.2K
|
4.08K
$451K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-295- 36.37% |
$32.4K - $32.6K
|
516
$57K
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-304- 7.69% |
$33.4K - $33.6K
|
3.65K
$403K
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-310- 5.31% |
$34.1K - $34.3K
|
5.53K
$611K
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-311- 6.06% |
$34.2K - $34.4K
|
4.82K
$533K
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-333- 0.37% |
$36.6K - $36.8K
|
90K
$9.94M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-338- 3.6% |
$37.1K - $37.4K
|
9.04K
$999K
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-349- 0.43% |
$38.3K - $38.6K
|
81.1K
$8.96M
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-373- 17.14% |
$41K - $41.3K
|
1.8K
$199K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-388- 42.36% |
$42.6K - $42.9K
|
528
$58.3K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-425- 0.19% |
$46.7K - $47K
|
220K
$24.3M
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-439- 7.11% |
$48.2K - $48.5K
|
5.74K
$634K
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-453- 2.91% |
$49.8K - $50.1K
|
15.1K
$1.67M
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-462- 0.76% |
$50.8K - $51.1K
|
60.6K
$6.7M
|