Purchases and Sales Made in Q1 2022 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.7K+ 68.04% |
$5.81M - $5.81M
|
130K
$14.4M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
50.4K+ 693.17% |
$5.55M - $5.56M
|
57.6K
$6.36M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48.5KNew |
$5.34M - $5.35M
|
48.5K
$5.35M
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
47KNew |
$5.18M - $5.19M
|
47K
$5.19M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.7KNew |
$4.93M - $4.94M
|
44.7K
$4.94M
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
44K+ 22.18% |
$4.85M - $4.86M
|
242K
$26.7M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
43.7K+ 223.09% |
$4.82M - $4.83M
|
63.4K
$6.99M
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
43.7K+ 913.73% |
$4.81M - $4.82M
|
48.4K
$5.35M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
42.8K+ 146.52% |
$4.71M - $4.72M
|
72K
$7.94M
|
|
Apr 15, 2022
Q1 2022
|
Mayport, LLC
|
BUY
|
- |
41.8KNew |
$4.61M - $4.61M
|
41.8K
$4.61M
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
40.3KNew |
$4.45M - $4.45M
|
40.3K
$4.45M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
37.2KNew |
$4.1M - $4.11M
|
37.2K
$4.11M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
37.2KNew |
$4.1M - $4.11M
|
37.2K
$4.11M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
36.9K+ 7172.96% |
$4.06M - $4.07M
|
37.4K
$4.13M
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
35.8K+ 77.14% |
$3.94M - $3.95M
|
82.2K
$9.07M
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
33.8K+ 96.55% |
$3.72M - $3.73M
|
68.7K
$7.59M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.7K+ 272.19% |
$3.71M - $3.72M
|
46K
$5.08M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
32.4K+ 17.87% |
$3.57M - $3.58M
|
214K
$23.6M
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
30.6KNew |
$3.37M - $3.38M
|
30.6K
$3.37M
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
28.9K+ 9.59% |
$3.19M - $3.19M
|
331K
$36.5M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
28.7KNew |
$3.16M - $3.16M
|
28.7K
$3.16M
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
28.6K+ 61.8% |
$3.15M - $3.16M
|
74.9K
$8.27M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
26.1K+ 163.73% |
$2.87M - $2.88M
|
42K
$4.63M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.1K+ 916.84% |
$2.66M - $2.66M
|
26.7K
$2.95M
|
|
Apr 14, 2022
Q1 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
23.7K+ 2.97% |
$2.61M - $2.61M
|
821K
$90.6M
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
22.8KNew |
$2.51M - $2.52M
|
22.8K
$2.52M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7KNew |
$2.5M - $2.5M
|
22.7K
$2.5M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.6K+ 155.42% |
$2.38M - $2.38M
|
35.5K
$3.92M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
21.2K+ 35.14% |
$2.34M - $2.34M
|
81.7K
$9.01M
|
|
Jun 06, 2023
Q1 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
20K+ 458.96% |
$2.21M - $2.21M
|
24.4K
$2.69M
|
|
Apr 22, 2022
Q1 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
20K+ 11.7% |
$2.2M - $2.21M
|
191K
$21.1M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7K+ 330.86% |
$2.06M - $2.07M
|
24.4K
$2.69M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
17.8KNew |
$1.97M - $1.97M
|
17.8K
$1.97M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
17.4KNew |
$1.92M - $1.92M
|
17.4K
$1.92M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.3K+ 21.84% |
$1.91M - $1.91M
|
96.4K
$10.6M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
16.8K+ 57.79% |
$1.85M - $1.86M
|
45.9K
$5.07M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.7K+ 338.89% |
$1.85M - $1.85M
|
21.7K
$2.39M
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
16.3K+ 219.44% |
$1.8M - $1.8M
|
23.8K
$2.62M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 490.11% |
$1.8M - $1.8M
|
19.6K
$2.17M
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
16.2K+ 16.23% |
$1.78M - $1.78M
|
116K
$12.8M
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
16KNew |
$1.77M - $1.77M
|
16K
$1.77M
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
15.8KNew |
$1.74M - $1.74M
|
15.8K
$1.74M
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
15.8KNew |
$1.74M - $1.74M
|
15.8K
$1.74M
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
15.5KNew |
$1.7M - $1.71M
|
15.5K
$1.71M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 2.95% |
$1.69M - $1.69M
|
534K
$58.9M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.6K+ 208.61% |
$1.6M - $1.61M
|
21.5K
$2.38M
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
14.3K+ 329.86% |
$1.58M - $1.58M
|
18.7K
$2.06M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.3KNew |
$1.47M - $1.47M
|
13.3K
$1.47M
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.3KNew |
$1.47M - $1.47M
|
13.3K
$1.47M
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
13KNew |
$1.43M - $1.43M
|
13K
$1.43M
|