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 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
214K+ 442.75% |
$23.6M - $23.7M
|
263K
$29M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
105KNew |
$11.5M - $11.6M
|
105K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81.7K+ 525.05% |
$8.98M - $9.04M
|
97.3K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
78.5K+ 42.73% |
$8.63M - $8.68M
|
262K
$29M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
76.4K+ 46.32% |
$8.4M - $8.45M
|
241K
$26.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
55.7K+ 62.64% |
$6.12M - $6.16M
|
145K
$16M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49KNew |
$5.39M - $5.42M
|
49K
$5.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
42.7K+ 55.23% |
$4.7M - $4.73M
|
120K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
36.9K+ 183.62% |
$4.06M - $4.08M
|
57K
$6.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
36.5K+ 80.05% |
$4.01M - $4.04M
|
82.1K
$9.07M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
33.7K+ 82090.24% |
$3.7M - $3.72M
|
33.7K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
32.9K+ 6.34% |
$3.61M - $3.63M
|
551K
$60.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
30K+ 45.85% |
$3.3M - $3.32M
|
95.6K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.4K+ 39.51% |
$3.12M - $3.14M
|
100K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
26.9K+ 289.26% |
$2.96M - $2.98M
|
36.2K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24K+ 119.24% |
$2.64M - $2.65M
|
44.1K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
22.6KNew |
$2.48M - $2.5M
|
22.6K
$2.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
17.7KNew |
$1.95M - $1.96M
|
17.7K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.8K+ 39.03% |
$1.73M - $1.74M
|
56.1K
$6.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.3K+ 30.95% |
$1.68M - $1.69M
|
64.6K
$7.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.6KNew |
$1.38M - $1.39M
|
12.6K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
11.9KNew |
$1.31M - $1.32M
|
11.9K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11.2K+ 42.69% |
$1.24M - $1.24M
|
37.6K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
11.2K+ 307.21% |
$1.23M - $1.23M
|
14.8K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9.76K+ 65.56% |
$1.07M - $1.08M
|
24.6K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
9.73KNew |
$1.07M - $1.08M
|
9.73K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.65K+ 58.98% |
$951K - $957K
|
23.3K
$2.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8.64K+ 5.5% |
$949K - $955K
|
166K
$18.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
7.14KNew |
$784K - $789K
|
7.14K
$788K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.98KNew |
$767K - $771K
|
6.98K
$770K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.61KNew |
$727K - $731K
|
6.61K
$730K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.36K+ 4659.13% |
$589K - $592K
|
5.47K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.21KNew |
$572K - $576K
|
5.21K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.2KNew |
$571K - $575K
|
5.2K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
4.22K+ 18.67% |
$463K - $466K
|
26.8K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.17K+ 2.33% |
$458K - $461K
|
183K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.62KNew |
$398K - $400K
|
3.62K
$400K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.61K+ 16.69% |
$397K - $399K
|
25.3K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.53KNew |
$388K - $390K
|
3.53K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.07K+ 6.02% |
$337K - $339K
|
54K
$5.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.8K+ 49.55% |
$308K - $310K
|
8.45K
$933K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.53K+ 0.69% |
$278K - $280K
|
368K
$40.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.45K+ 25.18% |
$269K - $271K
|
12.2K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.37K+ 124.24% |
$260K - $262K
|
4.27K
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.3KNew |
$253K - $255K
|
2.3K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.29K+ 0.21% |
$251K - $253K
|
1.09M
$121M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2.24K+ 8.04% |
$246K - $247K
|
30.1K
$3.32M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.23KNew |
$245K - $247K
|
2.23K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$231K - $232K
|
2.1K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.03K+ 40.74% |
$223K - $225K
|
7.02K
$775K
|