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 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.56K- 2.92% |
$171K - $172K
|
51.8K
$5.71M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.72K- 3.74% |
$189K - $190K
|
44.2K
$4.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-1.77K- 22.49% |
$194K - $195K
|
6.09K
$671K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.81K- 38.43% |
$199K - $200K
|
2.9K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-1.93K- 48.75% |
$212K - $213K
|
2.03K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.17K- 95.18% |
$239K - $240K
|
110
$12.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.22K- 19.43% |
$244K - $245K
|
9.19K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.32K- 6.63% |
$255K - $256K
|
32.7K
$3.6M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.35K- 24.18% |
$258K - $259K
|
7.36K
$811K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.67K- 6.44% |
$294K - $295K
|
38.8K
$4.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.75K- 49.38% |
$303K - $305K
|
2.82K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.77K- 49.56% |
$305K - $307K
|
2.82K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.82K- 11.82% |
$309K - $311K
|
21K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.87K- 1.28% |
$316K - $318K
|
221K
$24.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.02K- 3.86% |
$332K - $334K
|
75.3K
$8.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.16K- 16.28% |
$347K - $349K
|
16.2K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.45K- 58.35% |
$379K - $381K
|
2.46K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.51K- 9.02% |
$386K - $388K
|
35.4K
$3.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.53K- 9.44% |
$387K - $390K
|
33.8K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.6K- 16.22% |
$396K - $398K
|
18.6K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.63K- 8.12% |
$399K - $402K
|
41.1K
$4.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.96K- 14.87% |
$435K - $437K
|
22.6K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.99K- 3.41% |
$439K - $442K
|
113K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-4K- 8.57% |
$440K - $443K
|
42.7K
$4.71M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.25K- 15.79% |
$467K - $470K
|
22.7K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-4.35K- 55.14% |
$478K - $481K
|
3.54K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.46K- 2.41% |
$490K - $493K
|
180K
$19.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.48K- 5.9% |
$492K - $495K
|
71.3K
$7.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4.49K- 34.71% |
$494K - $497K
|
8.45K
$931K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
SELL
|
- |
-4.68K- 1.52% |
$514K - $517K
|
303K
$33.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.75K- 7.22% |
$522K - $525K
|
61K
$6.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.94K- 51.84% |
$543K - $547K
|
4.59K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.07K- 8.1% |
$558K - $561K
|
57.5K
$6.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.16K- 15.87% |
$567K - $570K
|
27.3K
$3.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.3K- 24.25% |
$583K - $586K
|
16.6K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.55K- 19.52% |
$610K - $614K
|
22.9K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.65K- 30.14% |
$621K - $625K
|
13.1K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-5.7K- 48.58% |
$627K - $630K
|
6.04K
$665K
|
|
|
Feb 03, 2025
Q4 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-6.4K- 30.2% |
$703K - $708K
|
14.8K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-6.76K- 5.53% |
$743K - $747K
|
115K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.25K- 48.76% |
$797K - $802K
|
7.62K
$840K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-7.5K- 64.81% |
$824K - $829K
|
4.07K
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-7.86K- 11.8% |
$864K - $869K
|
58.7K
$6.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-7.88K- 74.5% |
$866K - $871K
|
2.7K
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.21K- 5.07% |
$902K - $907K
|
154K
$16.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-8.45K- 9.09% |
$929K - $934K
|
84.5K
$9.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.47K- 57.71% |
$931K - $936K
|
6.21K
$684K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.94K- 14.87% |
$982K - $988K
|
51.2K
$5.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.05K- 45.53% |
$995K - $1M
|
10.8K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9.53K- 9.8% |
$1.05M - $1.05M
|
87.7K
$9.67M
|