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 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.05K+ 18.3% |
$225K - $226K
|
13.2K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.03K+ 40.74% |
$223K - $225K
|
7.02K
$774K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.02K+ 8.23% |
$222K - $223K
|
26.5K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.98K+ 14.62% |
$218K - $219K
|
15.5K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.98K+ 198.0% |
$218K - $219K
|
2.98K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.97K+ 5.17% |
$217K - $218K
|
40.1K
$4.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.93K+ 37.91% |
$212K - $214K
|
7.03K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.83KNew |
$201K - $203K
|
1.83K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 0.58% |
$191K - $192K
|
300K
$33.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
1.7K+ 1.65% |
$187K - $188K
|
105K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.65K+ 6.41% |
$181K - $182K
|
27.3K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.6K+ 13.65% |
$176K - $177K
|
13.4K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.59K+ 30.83% |
$175K - $176K
|
6.75K
$744K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.56K+ 21.53% |
$171K - $172K
|
8.79K
$969K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.53K+ 190.19% |
$168K - $169K
|
2.34K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.53KNew |
$168K - $169K
|
1.53K
$168K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.45K+ 33.18% |
$160K - $161K
|
5.83K
$642K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.37K+ 5.28% |
$151K - $151K
|
27.3K
$3.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.31K+ 2.04% |
$144K - $145K
|
65.9K
$7.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$136K - $136K
|
1.23K
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.2K+ 10.77% |
$132K - $133K
|
12.3K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.2K+ 51.66% |
$132K - $133K
|
3.52K
$388K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.11K+ 294.18% |
$122K - $123K
|
1.49K
$164K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.09K+ 8.63% |
$120K - $121K
|
13.7K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.01K+ 2.9% |
$111K - $112K
|
35.9K
$3.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
964+ 41.13% |
$106K - $107K
|
3.31K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
957+ 13.56% |
$105K - $106K
|
8.01K
$883K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
926+ 1.55% |
$102K - $102K
|
60.8K
$6.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
900+ 10.11% |
$98.9K - $99.5K
|
9.81K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
879New |
$96.6K - $97.2K
|
879
$96.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
774+ 7.59% |
$85.1K - $85.6K
|
11K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
773+ 10.76% |
$85K - $85.5K
|
7.96K
$877K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
669+ 26.75% |
$73.5K - $74K
|
3.17K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
605+ 32.54% |
$66.5K - $66.9K
|
2.46K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
594+ 1.91% |
$65.3K - $65.7K
|
31.7K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
585+ 11.03% |
$64.3K - $64.7K
|
5.89K
$649K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
534+ 4.11% |
$58.7K - $59K
|
13.5K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
477+ 4.8% |
$52.4K - $52.7K
|
10.4K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
463+ 7.04% |
$50.9K - $51.2K
|
7.04K
$776K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
462New |
$50.8K - $51.1K
|
462
$50.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
440+ 40.26% |
$48.4K - $48.7K
|
1.53K
$169K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
436+ 2.84% |
$47.9K - $48.2K
|
15.8K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
430+ 21.62% |
$47.3K - $47.5K
|
2.42K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
417+ 10.08% |
$45.8K - $46.1K
|
4.56K
$502K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
368+ 2.38% |
$40.5K - $40.7K
|
15.8K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
362+ 0.64% |
$39.8K - $40K
|
56.7K
$6.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
354New |
$38.9K - $39.1K
|
354
$39K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
338+ 44.01% |
$37.2K - $37.4K
|
1.11K
$122K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
329+ 8.4% |
$36.2K - $36.4K
|
4.25K
$468K
|