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
$649M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.32M+ 771.53% |
$145M - $145M
|
1.49M
$164M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 6.75% |
$13.3M - $13.3M
|
1.91M
$210M
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
106K+ 64.28% |
$11.6M - $11.7M
|
270K
$29.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
105KNew |
$11.5M - $11.6M
|
105K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
104K+ 843.72% |
$11.5M - $11.5M
|
117K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
98.9K+ 311.43% |
$10.9M - $10.9M
|
131K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
98.7K+ 50.11% |
$10.9M - $10.9M
|
296K
$32.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
97KNew |
$10.7M - $10.7M
|
97K
$10.7M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
82K+ 83.61% |
$9.01M - $9.06M
|
180K
$19.8M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
69.7KNew |
$7.67M - $7.71M
|
69.7K
$7.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
55.7K+ 62.64% |
$6.12M - $6.16M
|
145K
$15.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
54.8K+ 12.55% |
$6.02M - $6.06M
|
491K
$54.1M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
52.7KNew |
$5.8M - $5.83M
|
52.7K
$5.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
52.6KNew |
$5.78M - $5.82M
|
52.6K
$5.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
50.4K+ 265.48% |
$5.54M - $5.57M
|
69.3K
$7.64M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49KNew |
$5.39M - $5.42M
|
49K
$5.41M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
48.8K+ 23.7% |
$5.36M - $5.39M
|
255K
$28.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
45.3KNew |
$4.97M - $5M
|
45.3K
$4.99M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
40.5K+ 518.95% |
$4.45M - $4.48M
|
48.3K
$5.33M
|
|
|
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
$60.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
32.3KNew |
$3.55M - $3.57M
|
32.3K
$3.56M
|
|
|
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 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
27.1KNew |
$2.98M - $3M
|
27.1K
$2.99M
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.9K+ 62.73% |
$2.74M - $2.76M
|
64.7K
$7.13M
|
|
|
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
|