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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
14+ 1.03% |
$1.54K - $1.55K
|
1.38K
$151K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
13+ 0.15% |
$1.43K - $1.44K
|
8.8K
$968K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12+ 0.01% |
$1.32K - $1.33K
|
186K
$20.5M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12+ 0.24% |
$1.32K - $1.33K
|
5.01K
$551K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11New |
$1.21K - $1.22K
|
11
$1.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10+ 1.58% |
$1.1K - $1.11K
|
641
$70.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 3.23% |
$330 - $332
|
96
$10.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.44% |
$220 - $221
|
456
$50.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2+ 0.06% |
$220 - $221
|
3.4K
$375K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$110 - $111
|
1.12M
$124M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$110 - $111
|
7.09K
$780K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 50.0% |
$110 - $111
|
3
$330
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 10.0% |
$110 - $111
|
11
$1.21K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-1- 0.04% |
$110 - $111
|
2.42K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-2- 0.03% |
$220 - $221
|
7.49K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3- 2.19% |
$330 - $332
|
134
$14.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6- 0.67% |
$660 - $663
|
887
$97.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-7- 0.25% |
$769 - $774
|
2.77K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-8- 0.05% |
$879 - $885
|
17.2K
$1.9M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-10- 17.24% |
$1.1K - $1.11K
|
48
$5.28K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-11- 0.92% |
$1.21K - $1.22K
|
1.18K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-14- 0.65% |
$1.54K - $1.55K
|
2.14K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-20- 0.86% |
$2.2K - $2.21K
|
2.3K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-21- 72.41% |
$2.31K - $2.32K
|
8
$881
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-22- 34.38% |
$2.42K - $2.43K
|
42
$4.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-24- 0.4% |
$2.64K - $2.65K
|
6.03K
$663K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-25- 0.62% |
$2.75K - $2.76K
|
3.99K
$439K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-27- 1.3% |
$2.97K - $2.99K
|
2.05K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-27- 0.82% |
$2.97K - $2.99K
|
3.25K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-30- 0.91% |
$3.3K - $3.32K
|
3.28K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-30- 0.9% |
$3.3K - $3.32K
|
3.32K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-33- 1.23% |
$3.63K - $3.65K
|
2.65K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-39- 0.91% |
$4.29K - $4.31K
|
4.27K
$469K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-42- 1.51% |
$4.62K - $4.64K
|
2.74K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-43- 29.86% |
$4.73K - $4.75K
|
101
$11.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45- 0.88% |
$4.95K - $4.98K
|
5.05K
$556K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-55- 0.82% |
$6.05K - $6.08K
|
6.65K
$732K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-60- 1.07% |
$6.6K - $6.63K
|
5.57K
$613K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-60- 0.08% |
$6.6K - $6.63K
|
74.4K
$8.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-74- 1.08% |
$8.13K - $8.18K
|
6.75K
$743K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-75- 1.67% |
$8.24K - $8.29K
|
4.42K
$486K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-84- 1.31% |
$9.23K - $9.29K
|
6.35K
$699K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-84- 2.31% |
$9.23K - $9.29K
|
3.55K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-85- 55.19% |
$9.34K - $9.4K
|
69
$7.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-85- 14.29% |
$9.34K - $9.4K
|
510
$56.1K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-86- 0.29% |
$9.45K - $9.51K
|
29.5K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-89- 98.89% |
$9.78K - $9.84K
|
1
$110
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-90- 3.65% |
$9.89K - $9.95K
|
2.38K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-91- 0.67% |
$10K - $10.1K
|
13.5K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-95- 1.52% |
$10.4K - $10.5K
|
6.14K
$676K
|