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 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-220- 1.24% |
$24.2K - $24.3K
|
17.5K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-250- 2.58% |
$27.5K - $27.6K
|
9.45K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-268- 2.75% |
$29.5K - $29.6K
|
9.48K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-283- 12.4% |
$31.1K - $31.3K
|
2K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-286- 3.15% |
$31.4K - $31.6K
|
8.8K
$969K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-348- 6.69% |
$38.3K - $38.5K
|
4.85K
$535K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-355- 2.33% |
$39K - $39.3K
|
14.9K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-359- 1.56% |
$39.5K - $39.7K
|
22.6K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-366- 4.01% |
$40.2K - $40.5K
|
8.75K
$965K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-392- 4.89% |
$43.1K - $43.3K
|
7.63K
$841K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-436- 13.31% |
$47.9K - $48.2K
|
2.84K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-449- 5.82% |
$49.4K - $49.6K
|
7.27K
$801K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-491- 7.71% |
$54K - $54.3K
|
5.88K
$648K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-517- 12.07% |
$56.8K - $57.2K
|
3.77K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-551- 3.66% |
$60.6K - $60.9K
|
14.5K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-556- 10.59% |
$61.1K - $61.5K
|
4.69K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-622- 49.17% |
$68.4K - $68.8K
|
643
$70.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-668- 4.78% |
$73.4K - $73.9K
|
13.3K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-670- 1.52% |
$73.6K - $74.1K
|
43.3K
$4.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-672- 1.26% |
$73.9K - $74.3K
|
52.5K
$5.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-681- 1.38% |
$74.9K - $75.3K
|
48.8K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-690- 14.71% |
$75.8K - $76.3K
|
4K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-719- 6.93% |
$79K - $79.5K
|
9.66K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-771- 12.5% |
$84.7K - $85.2K
|
5.4K
$595K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-842- 17.26% |
$92.6K - $93.1K
|
4.04K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-848- 5.42% |
$93.2K - $93.8K
|
14.8K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-849- 4.14% |
$93.3K - $93.9K
|
19.6K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-885- 13.77% |
$97.3K - $97.9K
|
5.54K
$611K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-893- 16.09% |
$98.2K - $98.7K
|
4.66K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-907- 0.16% |
$99.7K - $100K
|
560K
$61.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-910- 26.03% |
$100K - $101K
|
2.59K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-910- 14.74% |
$100K - $101K
|
5.26K
$580K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-919- 24.24% |
$101K - $102K
|
2.87K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-962- 15.63% |
$106K - $106K
|
5.19K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1K- 9.55% |
$110K - $111K
|
9.47K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.01K- 7.74% |
$111K - $111K
|
12K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.04K- 33.77% |
$115K - $115K
|
2.04K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.2K- 1.45% |
$132K - $132K
|
81.6K
$8.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.2K- 17.91% |
$132K - $133K
|
5.5K
$606K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.23K- 30.99% |
$135K - $135K
|
2.73K
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.25K- 6.31% |
$138K - $138K
|
18.6K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 27.44% |
$149K - $150K
|
3.59K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.37K- 34.64% |
$151K - $151K
|
2.59K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.42K- 6.42% |
$156K - $157K
|
20.7K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.43K- 6.46% |
$157K - $158K
|
20.7K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.44K- 0.59% |
$158K - $159K
|
244K
$26.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.45K- 15.89% |
$159K - $160K
|
7.66K
$844K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.48K- 5.64% |
$163K - $164K
|
24.7K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.49K- 3.83% |
$164K - $165K
|
37.5K
$4.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-1.5K- 22.56% |
$165K - $166K
|
5.15K
$568K
|