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
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.97K+ 5.17% |
$217K - $218K
|
40.1K
$4.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.97KNew |
$217K - $218K
|
1.97K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
1.7K+ 1.65% |
$187K - $188K
|
105K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.65K+ 6.41% |
$181K - $182K
|
27.3K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.59K+ 30.83% |
$175K - $176K
|
6.75K
$745K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.56K+ 21.53% |
$171K - $172K
|
8.79K
$971K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.37K+ 5.28% |
$151K - $151K
|
27.3K
$3.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.31K+ 2.04% |
$144K - $145K
|
65.9K
$7.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.2K+ 51.66% |
$132K - $133K
|
3.52K
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.09K+ 8.63% |
$120K - $121K
|
13.7K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.01K+ 2.9% |
$111K - $112K
|
35.9K
$3.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
957+ 13.56% |
$105K - $106K
|
8.01K
$885K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
534+ 4.11% |
$58.7K - $59K
|
13.5K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
477+ 4.8% |
$52.4K - $52.7K
|
10.4K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
463+ 7.04% |
$50.9K - $51.2K
|
7.04K
$777K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
462New |
$50.8K - $51.1K
|
462
$51K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
436+ 2.84% |
$47.9K - $48.2K
|
15.8K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
430+ 21.62% |
$47.3K - $47.5K
|
2.42K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
325+ 1.09% |
$35.7K - $35.9K
|
30K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
279+ 1.78% |
$30.7K - $30.8K
|
15.9K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
177+ 0.23% |
$19.5K - $19.6K
|
76.8K
$8.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
125+ 1.67% |
$13.7K - $13.8K
|
7.59K
$839K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
117+ 1.51% |
$12.9K - $12.9K
|
7.85K
$867K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
110+ 1.31% |
$12.1K - $12.2K
|
8.53K
$942K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
54+ 1.57% |
$5.94K - $5.97K
|
3.5K
$386K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
43+ 1.62% |
$4.73K - $4.75K
|
2.69K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38+ 1.7% |
$4.18K - $4.2K
|
2.27K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
35+ 1.39% |
$3.85K - $3.87K
|
2.56K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
31+ 1.6% |
$3.41K - $3.43K
|
1.97K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
22+ 0.66% |
$2.42K - $2.43K
|
3.35K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22+ 0.51% |
$2.42K - $2.43K
|
4.38K
$483K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
16+ 0.18% |
$1.76K - $1.77K
|
8.83K
$975K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12+ 0.01% |
$1.32K - $1.33K
|
186K
$20.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 3.23% |
$330 - $332
|
96
$10.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2+ 0.06% |
$220 - $221
|
3.4K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$110 - $111
|
7.09K
$782K
|
|
|
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
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-2- 0.03% |
$220 - $221
|
7.49K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6- 0.67% |
$660 - $663
|
887
$97.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-8- 0.05% |
$879 - $885
|
17.2K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-24- 0.4% |
$2.64K - $2.65K
|
6.03K
$665K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-25- 0.62% |
$2.75K - $2.76K
|
3.99K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-30- 0.9% |
$3.3K - $3.32K
|
3.32K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-33- 1.23% |
$3.63K - $3.65K
|
2.65K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-39- 0.91% |
$4.29K - $4.31K
|
4.27K
$471K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-42- 1.51% |
$4.62K - $4.64K
|
2.74K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-43- 29.86% |
$4.73K - $4.75K
|
101
$11.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-60- 0.08% |
$6.6K - $6.63K
|
74.4K
$8.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-74- 1.08% |
$8.13K - $8.18K
|
6.75K
$746K
|