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 |
|---|---|---|---|---|---|---|---|
|
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
$6.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.5K+ 124.9% |
$1.7M - $1.71M
|
27.9K
$3.08M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.2K+ 68.83% |
$1.56M - $1.57M
|
34.9K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
13.2KNew |
$1.45M - $1.45M
|
13.2K
$1.45M
|
|
|
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
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
11.2K+ 307.21% |
$1.23M - $1.23M
|
14.8K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11.1K+ 7.34% |
$1.22M - $1.23M
|
162K
$17.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
10.8KNew |
$1.18M - $1.19M
|
10.8K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10.6K+ 37.84% |
$1.17M - $1.18M
|
38.8K
$4.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
10.5KNew |
$1.15M - $1.16M
|
10.5K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
10.4KNew |
$1.15M - $1.15M
|
10.4K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9.76K+ 65.56% |
$1.07M - $1.08M
|
24.6K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
9.73KNew |
$1.07M - $1.08M
|
9.73K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.62K+ 83.67% |
$1.06M - $1.06M
|
21.1K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9.59K+ 22.78% |
$1.05M - $1.06M
|
51.7K
$5.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.58K+ 11.35% |
$1.05M - $1.06M
|
93.9K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
9.34K+ 96.05% |
$1.03M - $1.03M
|
19.1K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
9.33KNew |
$1.03M - $1.03M
|
9.33K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8.9K+ 84.15% |
$979K - $985K
|
19.5K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.65K+ 58.98% |
$951K - $957K
|
23.3K
$2.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8.64K+ 5.5% |
$949K - $955K
|
166K
$18.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.8K+ 41.23% |
$858K - $863K
|
26.7K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.33K+ 56.9% |
$806K - $811K
|
20.2K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7.2K+ 25.64% |
$792K - $796K
|
35.3K
$3.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
7.14KNew |
$784K - $789K
|
7.14K
$787K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.01KNew |
$770K - $775K
|
7.01K
$772K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.98KNew |
$767K - $771K
|
6.98K
$769K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.61KNew |
$727K - $731K
|
6.61K
$729K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.48K+ 17.41% |
$712K - $716K
|
43.7K
$4.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.42KNew |
$706K - $710K
|
6.42K
$708K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.16K+ 44.32% |
$678K - $682K
|
20.1K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
6.11KNew |
$671K - $675K
|
6.11K
$673K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.36K+ 4659.13% |
$589K - $592K
|
5.47K
$603K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.21KNew |
$572K - $576K
|
5.21K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.2KNew |
$571K - $575K
|
5.2K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.1K+ 89.75% |
$560K - $563K
|
10.8K
$1.19M
|