Purchases and Sales Made in Q4 2024 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.85M+ 16685.13% |
$643M - $647M
|
5.88M
$648M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.12MNew |
$123M - $124M
|
1.12M
$124M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
214K+ 442.75% |
$23.6M - $23.7M
|
263K
$28.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
193K+ 164.67% |
$21.2M - $21.4M
|
311K
$34.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
118KNew |
$12.9M - $13M
|
118K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
112K+ 329208.81% |
$12.3M - $12.4M
|
112K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
105KNew |
$11.5M - $11.6M
|
105K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
98.9K+ 311.43% |
$10.9M - $10.9M
|
131K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
90K+ 112.5% |
$9.89M - $9.95M
|
170K
$18.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.7K+ 62.82% |
$9.64M - $9.69M
|
227K
$25M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81.7K+ 525.05% |
$8.98M - $9.04M
|
97.3K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
81.3K+ 294.82% |
$8.94M - $8.99M
|
109K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
78.5K+ 42.73% |
$8.63M - $8.68M
|
262K
$28.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
76.4K+ 46.32% |
$8.4M - $8.45M
|
241K
$26.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
55.7K+ 62.64% |
$6.12M - $6.16M
|
145K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
52.7KNew |
$5.8M - $5.83M
|
52.7K
$5.81M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49KNew |
$5.39M - $5.42M
|
49K
$5.4M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
48.8K+ 23.7% |
$5.36M - $5.39M
|
255K
$28.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
44.5KNew |
$4.89M - $4.92M
|
44.5K
$4.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
42.7K+ 55.23% |
$4.7M - $4.73M
|
120K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
42.7K+ 105.74% |
$4.7M - $4.72M
|
83.1K
$9.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
41.3KNew |
$4.54M - $4.57M
|
41.3K
$4.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
36.9K+ 183.62% |
$4.06M - $4.08M
|
57K
$6.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
36.5K+ 80.05% |
$4.01M - $4.04M
|
82.1K
$9.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
33.7K+ 82090.24% |
$3.7M - $3.72M
|
33.7K
$3.71M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
32.9K+ 6.34% |
$3.61M - $3.63M
|
551K
$60.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
31.3KNew |
$3.44M - $3.46M
|
31.3K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
30K+ 45.85% |
$3.3M - $3.32M
|
95.6K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.4K+ 39.51% |
$3.12M - $3.14M
|
100K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
27.1K+ 11.93% |
$2.98M - $3M
|
254K
$28M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
26.9K+ 289.26% |
$2.96M - $2.98M
|
36.2K
$3.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24K+ 119.24% |
$2.64M - $2.65M
|
44.1K
$4.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
22.6KNew |
$2.48M - $2.5M
|
22.6K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.3KNew |
$2.34M - $2.35M
|
21.3K
$2.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
17.7KNew |
$1.95M - $1.96M
|
17.7K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
17.2K+ 9.24% |
$1.89M - $1.9M
|
203K
$22.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.1K+ 25.24% |
$1.88M - $1.89M
|
84.8K
$9.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
17KNew |
$1.87M - $1.88M
|
17K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.9K+ 10.52% |
$1.74M - $1.75M
|
167K
$18.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.8K+ 39.03% |
$1.73M - $1.74M
|
56.1K
$6.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15.4K+ 38.56% |
$1.69M - $1.7M
|
55.2K
$6.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
15.3K+ 14.98% |
$1.68M - $1.69M
|
118K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.3K+ 30.95% |
$1.68M - $1.69M
|
64.6K
$7.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15KNew |
$1.65M - $1.66M
|
15K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
14.4K+ 118.29% |
$1.59M - $1.59M
|
26.6K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.6KNew |
$1.38M - $1.39M
|
12.6K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
11.9KNew |
$1.31M - $1.32M
|
11.9K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
11.8K+ 2.36% |
$1.3M - $1.31M
|
514K
$56.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
11.5K+ 29.72% |
$1.27M - $1.28M
|
50.4K
$5.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11.2K+ 42.69% |
$1.24M - $1.24M
|
37.6K
$4.14M
|