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
|
Destination Wealth Management
|
BUY
|
- |
329+ 3.08% |
$36.2K - $36.4K
|
11K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
325New |
$35.7K - $35.9K
|
325
$35.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
325+ 1.09% |
$35.7K - $35.9K
|
30K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
313+ 1.4% |
$34.4K - $34.6K
|
22.7K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
288+ 4.07% |
$31.7K - $31.8K
|
7.37K
$812K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
279+ 1.78% |
$30.7K - $30.8K
|
15.9K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
265+ 5.03% |
$29.1K - $29.3K
|
5.54K
$610K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
251+ 13.68% |
$27.6K - $27.8K
|
2.09K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
248+ 6.81% |
$27.3K - $27.4K
|
3.89K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
242+ 2.63% |
$26.6K - $26.8K
|
9.45K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
227+ 11.51% |
$25K - $25.1K
|
2.2K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
219+ 2.93% |
$24.1K - $24.2K
|
7.68K
$847K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
180+ 2.85% |
$19.8K - $19.9K
|
6.51K
$717K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
177+ 0.23% |
$19.5K - $19.6K
|
76.8K
$8.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
165New |
$18.1K - $18.2K
|
165
$18.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
159+ 1.61% |
$17.5K - $17.6K
|
10.1K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
145New |
$15.9K - $16K
|
145
$16K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
144+ 1.93% |
$15.8K - $15.9K
|
7.62K
$839K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
125+ 1.67% |
$13.7K - $13.8K
|
7.59K
$837K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
117+ 1.51% |
$12.9K - $12.9K
|
7.85K
$865K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
116New |
$12.8K - $12.8K
|
116
$12.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
110+ 1.31% |
$12.1K - $12.2K
|
8.53K
$940K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
110+ 2.23% |
$12.1K - $12.2K
|
5.04K
$555K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
100New |
$11K - $11.1K
|
100
$11K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$11K - $11.1K
|
100
$11K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100+ 3.94% |
$11K - $11.1K
|
2.64K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
90+ 3.04% |
$9.89K - $9.95K
|
3.05K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
89+ 2.74% |
$9.78K - $9.84K
|
3.34K
$368K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
82+ 1.63% |
$9.01K - $9.07K
|
5.13K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
78+ 0.32% |
$8.57K - $8.62K
|
24.1K
$2.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
77+ 2.24% |
$8.46K - $8.51K
|
3.51K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
68+ 1.63% |
$7.47K - $7.52K
|
4.24K
$468K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
64New |
$7.03K - $7.08K
|
64
$7.05K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
54+ 1.57% |
$5.94K - $5.97K
|
3.5K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
45+ 1.44% |
$4.95K - $4.98K
|
3.16K
$349K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
43+ 1.62% |
$4.73K - $4.75K
|
2.69K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38+ 1.7% |
$4.18K - $4.2K
|
2.27K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
35+ 1.39% |
$3.85K - $3.87K
|
2.56K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
31+ 1.6% |
$3.41K - $3.43K
|
1.97K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
30+ 1.64% |
$3.3K - $3.32K
|
1.86K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27+ 11.3% |
$2.97K - $2.99K
|
266
$29.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
25+ 1.61% |
$2.75K - $2.76K
|
1.58K
$174K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
24+ 0.12% |
$2.64K - $2.65K
|
19.2K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22+ 0.51% |
$2.42K - $2.43K
|
4.38K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
22+ 0.66% |
$2.42K - $2.43K
|
3.35K
$369K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
22+ 1.18% |
$2.42K - $2.43K
|
1.89K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
16+ 0.18% |
$1.76K - $1.77K
|
8.83K
$973K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
13+ 0.15% |
$1.43K - $1.44K
|
8.8K
$970K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12+ 0.01% |
$1.32K - $1.33K
|
186K
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11New |
$1.21K - $1.22K
|
11
$1.21K
|