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 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
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-9.58K- 21.98% |
$1.05M - $1.06M
|
34K
$3.75M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-9.65K- 55.61% |
$1.06M - $1.07M
|
7.71K
$849K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.7K- 28.92% |
$1.18M - $1.19M
|
26.4K
$2.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11.9K- 63.53% |
$1.3M - $1.31M
|
6.81K
$750K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.2K- 3.78% |
$1.34M - $1.35M
|
310K
$34.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-14.3K- 20.64% |
$1.57M - $1.58M
|
55.1K
$6.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.5K- 47.7% |
$1.59M - $1.6M
|
15.9K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-15.3K- 13.55% |
$1.68M - $1.69M
|
97.3K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-19.8K- 45.86% |
$2.17M - $2.19M
|
23.3K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.9K- 27.18% |
$2.19M - $2.2M
|
53.4K
$5.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21.5K- 21.7% |
$2.37M - $2.38M
|
77.7K
$8.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-21.6K- 49.49% |
$2.38M - $2.39M
|
22.1K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-21.7K- 44.48% |
$2.39M - $2.4M
|
27.1K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-21.9K- 3.22% |
$2.4M - $2.42M
|
657K
$72.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-22K- 72.26% |
$2.42M - $2.43M
|
8.44K
$930K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-25.6K- 16.98% |
$2.81M - $2.83M
|
125K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-27.4K- 51.6% |
$3.02M - $3.03M
|
25.7K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-28.1K- 19.87% |
$3.09M - $3.11M
|
113K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-28.5K- 31.17% |
$3.13M - $3.15M
|
62.9K
$6.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.6K- 29.3% |
$3.14M - $3.16M
|
68.9K
$7.6M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-30.3K- 64.01% |
$3.33M - $3.35M
|
17.1K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30.6K- 10.84% |
$3.36M - $3.38M
|
252K
$27.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.1K- 38.95% |
$3.64M - $3.66M
|
51.9K
$5.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-37.9K- 92.22% |
$4.17M - $4.19M
|
3.2K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-42.4K- 22.48% |
$4.66M - $4.69M
|
146K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-43.7K- 62.38% |
$4.81M - $4.84M
|
26.4K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-48K- 62.37% |
$5.27M - $5.3M
|
28.9K
$3.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.5K- 10.45% |
$5.33M - $5.36M
|
416K
$45.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-54.9K- 18.54% |
$6.04M - $6.07M
|
241K
$26.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-61.5K- 15.89% |
$6.76M - $6.8M
|
325K
$35.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-69.5K- 97.77% |
$7.64M - $7.68M
|
1.59K
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-69.7K- 74.89% |
$7.67M - $7.71M
|
23.4K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-85.6K- 33.51% |
$9.41M - $9.47M
|
170K
$18.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-111K- 68.67% |
$12.1M - $12.2M
|
50.4K
$5.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-130K- 49.86% |
$14.3M - $14.4M
|
131K
$14.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-176K- 19.75% |
$19.3M - $19.5M
|
715K
$78.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-188K- 52.18% |
$20.7M - $20.8M
|
173K
$19M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-236K- 23.34% |
$26M - $26.1M
|
777K
$85.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-447K- 94.08% |
$49.1M - $49.4M
|
28.1K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-580K- 84.84% |
$63.7M - $64.1M
|
104K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.79M- 98.44% |
$637M - $641M
|
91.9K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.28M- 80.63% |
$800M - $805M
|
1.75M
$193M
|