Purchases and Sales Made in Q4 2023 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q4 2023. 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 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.47K- 13.65% |
$161K - $162K
|
9.28K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 8.43% |
$162K - $163K
|
16K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.52K- 20.85% |
$167K - $168K
|
5.77K
$637K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.56K- 7.66% |
$172K - $173K
|
18.8K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.65K- 25.96% |
$182K - $183K
|
4.72K
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.69K- 18.65% |
$185K - $186K
|
7.35K
$812K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.69K- 37.97% |
$186K - $187K
|
2.76K
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.73K- 5.98% |
$190K - $192K
|
27.2K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.73K- 3.89% |
$190K - $192K
|
42.9K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 8.06% |
$193K - $194K
|
20K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.76KClosed |
$194K - $195K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.79K- 34.48% |
$197K - $198K
|
3.41K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.82K- 80.04% |
$200K - $201K
|
454
$50.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.82K- 40.27% |
$200K - $201K
|
2.7K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.84K- 14.59% |
$202K - $203K
|
10.8K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.94K- 18.52% |
$213K - $214K
|
8.53K
$941K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.99K- 50.25% |
$219K - $220K
|
1.97K
$218K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2K- 8.32% |
$219K - $221K
|
22K
$2.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.03K- 36.28% |
$223K - $224K
|
3.56K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.06K- 21.8% |
$227K - $228K
|
7.41K
$818K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.1K- 2.53% |
$231K - $232K
|
80.9K
$8.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.14K- 16.02% |
$235K - $236K
|
11.2K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2.16K- 53.34% |
$237K - $238K
|
1.89K
$208K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.16K- 44.81% |
$237K - $239K
|
2.66K
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.21K- 7.42% |
$242K - $244K
|
27.5K
$3.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-2.35K- 23.75% |
$258K - $260K
|
7.55K
$834K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 54.86% |
$259K - $261K
|
1.94K
$214K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.37K- 17.57% |
$260K - $262K
|
11.1K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.39K- 36.4% |
$263K - $265K
|
4.18K
$462K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.43K- 9.23% |
$267K - $268K
|
23.9K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.43K- 30.61% |
$267K - $269K
|
5.51K
$608K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.48K- 4.35% |
$272K - $274K
|
54.5K
$6.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.5K- 9.57% |
$275K - $277K
|
23.6K
$2.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.52K- 22.3% |
$276K - $278K
|
8.77K
$968K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.6K- 60.35% |
$286K - $288K
|
1.71K
$189K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-2.67K- 17.15% |
$293K - $295K
|
12.9K
$1.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.73K- 46.22% |
$299K - $301K
|
3.17K
$350K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.77K- 1.43% |
$304K - $306K
|
190K
$21M
|
|
|
Jan 30, 2024
Q4 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-2.81K- 2.47% |
$309K - $311K
|
111K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-2.86K- 41.77% |
$315K - $317K
|
3.99K
$441K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.92K- 45.81% |
$320K - $322K
|
3.45K
$381K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.98K- 13.84% |
$328K - $330K
|
18.6K
$2.05M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.06K- 34.61% |
$336K - $338K
|
5.77K
$637K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-3.07K- 61.98% |
$337K - $339K
|
1.88K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-3.14K- 41.64% |
$345K - $348K
|
4.41K
$486K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.15K- 4.99% |
$346K - $348K
|
60K
$6.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.18K- 21.51% |
$349K - $351K
|
11.6K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.31K- 2.55% |
$364K - $366K
|
126K
$13.9M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.38K- 6.28% |
$371K - $373K
|
50.4K
$5.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.43K- 7.54% |
$377K - $380K
|
42.1K
$4.65M
|