Purchases and Sales Made in Q2 2024 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
9.13K+ 23.46% |
$1M - $1.01M
|
48K
$5.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.77KNew |
$965K - $969K
|
8.77K
$968K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.58K+ 78.92% |
$944K - $948K
|
19.4K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
8.48K+ 7.86% |
$933K - $937K
|
116K
$12.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8.05K+ 15.69% |
$885K - $889K
|
59.3K
$6.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.02K+ 71.02% |
$882K - $886K
|
19.3K
$2.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.48KNew |
$823K - $827K
|
7.48K
$826K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.4K+ 148.8% |
$814K - $818K
|
12.4K
$1.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.94K+ 145.82% |
$764K - $767K
|
11.7K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
6.81K+ 13.22% |
$749K - $752K
|
58.3K
$6.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.57K+ 38.68% |
$723K - $726K
|
23.5K
$2.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
6.57K+ 3.85% |
$722K - $725K
|
177K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.54K+ 69.81% |
$720K - $723K
|
15.9K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.52K+ 8.09% |
$717K - $720K
|
87K
$9.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6.18KNew |
$680K - $683K
|
6.18K
$682K
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
6.07K+ 6.53% |
$668K - $671K
|
99K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.85K+ 77.48% |
$644K - $647K
|
13.4K
$1.48M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
5.73KNew |
$631K - $633K
|
5.73K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$612K - $615K
|
5.56K
$614K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.5KNew |
$605K - $607K
|
5.5K
$607K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.43K+ 33.55% |
$598K - $600K
|
21.6K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.1K+ 70.45% |
$561K - $563K
|
12.3K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.07K+ 15.63% |
$558K - $560K
|
37.5K
$4.14M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.01K+ 4.18% |
$552K - $554K
|
125K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5KNew |
$550K - $553K
|
5K
$552K
|
|
|
Aug 01, 2024
Q2 2024
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
4.86K+ 1.75% |
$535K - $537K
|
282K
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.82K+ 22.22% |
$531K - $533K
|
26.5K
$2.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.79K+ 15.9% |
$527K - $529K
|
34.9K
$3.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.75KNew |
$523K - $525K
|
4.75K
$525K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.69K+ 44.15% |
$516K - $518K
|
15.3K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.69K+ 2.34% |
$516K - $518K
|
205K
$22.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.66K+ 3.95% |
$513K - $515K
|
123K
$13.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
4.4KNew |
$485K - $487K
|
4.4K
$486K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.37K+ 36.42% |
$481K - $483K
|
16.4K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.32K+ 6.45% |
$475K - $477K
|
71.2K
$7.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.23K+ 136.78% |
$465K - $467K
|
7.31K
$808K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.08K+ 19.14% |
$448K - $450K
|
25.4K
$2.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.06K+ 4.76% |
$447K - $449K
|
89.5K
$9.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.03K+ 19.0% |
$443K - $445K
|
25.2K
$2.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4K+ 43.98% |
$440K - $442K
|
13.1K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.96K+ 16.84% |
$436K - $438K
|
27.5K
$3.04M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.94K+ 12.67% |
$433K - $435K
|
35K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.89K+ 208.96% |
$428K - $430K
|
5.76K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.83KNew |
$422K - $423K
|
3.83K
$423K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
3.79K+ 1.04% |
$417K - $419K
|
369K
$40.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.74K+ 90.52% |
$412K - $413K
|
7.87K
$869K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.59K+ 67.39% |
$395K - $397K
|
8.92K
$984K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.54KNew |
$390K - $392K
|
3.54K
$391K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.42K+ 22.07% |
$376K - $378K
|
18.9K
$2.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
3.32K+ 1.45% |
$365K - $366K
|
231K
$25.6M
|