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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.29K+ 0.21% |
$251K - $253K
|
1.09M
$121M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2.24K+ 8.04% |
$246K - $247K
|
30.1K
$3.32M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.23KNew |
$246K - $247K
|
2.23K
$246K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.23KNew |
$245K - $247K
|
2.23K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.2K+ 9.44% |
$241K - $243K
|
25.5K
$2.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.17K+ 9.67% |
$238K - $239K
|
24.5K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.17KNew |
$238K - $239K
|
2.17K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
2.16KNew |
$238K - $239K
|
2.16K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
2.1K+ 46.19% |
$231K - $233K
|
6.66K
$735K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$231K - $232K
|
2.1K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.08K+ 15.21% |
$229K - $230K
|
15.8K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.05K+ 18.3% |
$225K - $226K
|
13.2K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 5.15% |
$225K - $226K
|
41.8K
$4.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.03K+ 40.74% |
$223K - $225K
|
7.02K
$775K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.02K+ 8.23% |
$222K - $223K
|
26.5K
$2.93M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.02K+ 13.44% |
$221K - $223K
|
17K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
2KNew |
$220K - $221K
|
2K
$221K
|
|
|
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
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.97K+ 5.17% |
$217K - $218K
|
40.1K
$4.43M
|
|
|
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
$775K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.86KNew |
$204K - $206K
|
1.86K
$205K
|
|
|
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
$3.02M
|
|
|
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
$745K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.56K+ 21.53% |
$171K - $172K
|
8.79K
$970K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.53K+ 190.19% |
$168K - $169K
|
2.34K
$258K
|
|
|
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
$643K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.45K+ 38.75% |
$160K - $161K
|
5.2K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.43K+ 216.06% |
$157K - $158K
|
2.09K
$230K
|
|
|
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
$7.27M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
1.3K+ 3.68% |
$143K - $144K
|
36.6K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.25K+ 3.59% |
$138K - $139K
|
36.2K
$3.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$136K - $136K
|
1.23K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.2K+ 51.66% |
$132K - $133K
|
3.52K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.2K+ 10.77% |
$132K - $133K
|
12.3K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.12K+ 3.5% |
$123K - $124K
|
33K
$3.64M
|
|
|
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
$1.52M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.02K+ 15.54% |
$112K - $112K
|
7.55K
$832K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.01K+ 2.9% |
$111K - $112K
|
35.9K
$3.96M
|
|
|
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
$884K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
948New |
$104K - $105K
|
948
$105K
|