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
May 13, 2022 Q1 2022	O'Shaughnessy Asset Management, LLC Stamford, CT	BUY	-	12.9K + 23.12%	$1.43M - $1.43M	68.9K $7.61M
May 20, 2022 Q1 2022	Sawtooth Solutions, LLC	BUY	-	12.5K New	$1.38M - $1.38M	12.5K $1.38M
Apr 28, 2022 Q1 2022	Belpointe Asset Management LLC	BUY	-	12.2K + 231.83%	$1.35M - $1.35M	17.5K $1.93M
May 16, 2022 Q1 2022	Two Sigma Securities, LLC New York, NY	BUY	-	11.8K New	$1.3M - $1.3M	11.8K $1.3M
May 16, 2022 Q1 2022	Astor Investment Management LLC	BUY	-	11.7K + 8.6%	$1.29M - $1.29M	147K $16.3M
May 13, 2022 Q1 2022	Halbert Hargrove Global Advisors, LLC	BUY	-	11.6K + 1.31%	$1.28M - $1.28M	897K $99.1M
Apr 25, 2022 Q1 2022	Menard Financial Group LLC Houston, TX	BUY	-	11.6K New	$1.28M - $1.28M	11.6K $1.28M
May 19, 2022 Q1 2022	Orion Portfolio Solutions, LLC	BUY	-	10.9K New	$1.2M - $1.2M	10.9K $1.21M
Apr 18, 2022 Q1 2022	Centennial Wealth Advisory LLC	BUY	-	10.8K New	$1.19M - $1.2M	10.8K $1.2M
May 13, 2022 Q1 2022	Mgo One Seven LLC Beachwood, OH	BUY	-	10.3K + 136.79%	$1.14M - $1.14M	17.9K $1.98M
May 10, 2022 Q1 2022	Accurate Wealth Management, LLC	BUY	-	9.59K New	$1.06M - $1.06M	9.59K $1.06M
Apr 22, 2022 Q1 2022	Truist Financial Corp	BUY	-	9.32K + 3.26%	$1.03M - $1.03M	295K $32.6M
May 10, 2022 Q1 2022	Maripau Wealth Management LLC Fort Wayne, IN	BUY	-	8.88K New	$979K - $980K	8.88K $981K
May 12, 2022 Q1 2022	Private Advisor Group, LLC	BUY	-	8.74K + 16.01%	$964K - $965K	63.4K $7M
May 02, 2022 Q1 2022	Integrated Advisors Network LLC Palos Verdes Estates, CA	BUY	-	8.61K + 80.16%	$949K - $951K	19.4K $2.14M
May 03, 2022 Q1 2022	One Day In July LLC	BUY	-	8.5K + 25.67%	$937K - $939K	41.6K $4.6M
May 12, 2022 Q1 2022	Raleigh Capital Management Inc. Cary, NC	BUY	-	8.41K New	$927K - $929K	8.41K $930K
May 12, 2022 Q1 2022	Bison Wealth, LLC	BUY	-	8.25K New	$910K - $911K	8.25K $912K
May 11, 2022 Q1 2022	Hamilton Capital, LLC Columbus, OH	BUY	-	8.22K + 52.79%	$906K - $907K	23.8K $2.63M
May 06, 2022 Q1 2022	Shepherd Kaplan Krochuk, LLC Boston, MA	BUY	-	8.07K + 32.24%	$890K - $891K	33.1K $3.66M
Apr 11, 2022 Q1 2022	Carlton Hofferkamp & Jenks Wealth Management, LLC	BUY	-	7.77K + 36.31%	$857K - $858K	29.2K $3.22M
May 06, 2022 Q1 2022	Pictet Bank & Trust LTD	BUY	-	7.61K New	$839K - $840K	7.61K $841K
May 10, 2022 Q1 2022	Ascent Group, LLC	BUY	-	7.55K + 35.13%	$832K - $834K	29K $3.21M
May 11, 2022 Q1 2022	Nvwm, LLC	BUY	-	7.55K + 5941.73%	$832K - $833K	7.67K $848K
May 12, 2022 Q1 2022	Alterna Wealth Management, Inc Houston, TX	BUY	-	7.51K + 254.94%	$828K - $829K	10.5K $1.16M
May 16, 2022 Q1 2022	Covenant Partners, LLC	BUY	-	7.42K New	$818K - $819K	7.42K $820K
May 11, 2022 Q1 2022	Us Bancorp \De\	BUY	-	7.18K + 15.15%	$791K - $792K	54.6K $6.03M
May 02, 2022 Q1 2022	Advisory Alpha, LLC	BUY	-	7.15K New	$788K - $789K	7.15K $790K
May 13, 2022 Q1 2022	Jaffetilchin Investment Partners, LLC Tampa, FL	BUY	-	7.08K New	$780K - $781K	7.08K $782K
Aug 08, 2022 Q1 2022	Ifp Advisors, Inc	BUY	-	6.84K + 53.57%	$754K - $755K	19.6K $2.17M
May 13, 2022 Q1 2022	Gm Advisory Group, Inc. Melville, NY	BUY	-	6.67K New	$736K - $737K	6.67K $738K
Jun 08, 2022 Q1 2022	American Trust Lexington, KY	BUY	-	6.61K New	$729K - $730K	6.61K $731K
Apr 18, 2022 Q1 2022	Archford Capital Strategies, LLC	BUY	-	6.01K + 13.33%	$663K - $664K	51.1K $5.65M
May 04, 2022 Q1 2022	Greenspring Advisors, LLC	BUY	-	6K + 806.86%	$661K - $662K	6.74K $745K
Aug 12, 2022 Q1 2022	Strategic Blueprint, LLC Atlanta, GA	BUY	-	5.4K + 33.17%	$595K - $596K	21.7K $2.4M
May 05, 2022 Q1 2022	Savant Capital, LLC	BUY	-	5.26K New	$580K - $581K	5.26K $581K
May 04, 2022 Q1 2022	Precision Wealth Strategies, LLC	BUY	-	5.02K New	$554K - $555K	5.02K $555K
May 24, 2022 Q1 2022	M Holdings Securities, Inc. Portland, OR	BUY	-	4.96K + 20.95%	$546K - $547K	28.6K $3.16M
Apr 26, 2022 Q1 2022	Emerald Advisors, LLC	BUY	-	4.61K + 15.92%	$508K - $509K	33.5K $3.71M
Apr 27, 2022 Q1 2022	Wealthpoint, LLC	BUY	-	4.29K New	$473K - $474K	4.29K $475K
Apr 11, 2022 Q1 2022	Adams Wealth Management	BUY	-	4.1K New	$452K - $453K	4.1K $453K
Apr 27, 2022 Q1 2022	Fortem Financial Group, LLC	BUY	-	4K + 124.26%	$441K - $442K	7.22K $798K
May 02, 2022 Q1 2022	National Asset Management, Inc. Boca Raton, FL	BUY	-	3.95K + 88.44%	$435K - $436K	8.41K $929K
May 12, 2022 Q1 2022	Visionary Wealth Advisors O'fallon, IL	BUY	-	3.48K New	$383K - $384K	3.48K $384K
Apr 06, 2022 Q1 2022	Cedar Brook Financial Partners, LLC Cleveland, OH	BUY	-	3.42K New	$377K - $377K	3.42K $378K
May 10, 2022 Q1 2022	Steel Peak Wealth Management LLC	BUY	-	3.42K New	$377K - $377K	3.42K $378K
May 04, 2022 Q1 2022	Ameritas Advisory Services, LLC Lincoln, NE	BUY	-	3.39K New	$373K - $374K	3.39K $374K
Feb 08, 2024 Q1 2022	Kingsview Wealth Management, LLC Grants Pass, OR	BUY	-	3.33K New	$367K - $367K	3.33K $368K
Apr 13, 2022 Q1 2022	Transparent Wealth Partners LLC Little Rock, AR	BUY	-	3.06K New	$337K - $338K	3.06K $338K
May 12, 2022 Q1 2022	Hudson Portfolio Management LLC Garrison, NY	BUY	-	2.98K New	$328K - $329K	2.98K $329K

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Account

Purchases and Sales Made in Q1 2022 in Ishares Tr (SHV)

12.9K

12.5K

12.2K

11.8K

11.7K

11.6K

11.6K

10.9K

10.8K

10.3K

9.59K

9.32K

8.88K

8.74K

8.61K

8.5K

8.41K

8.25K

8.22K

8.07K

7.77K

7.61K

7.55K

7.55K

7.51K

7.42K

7.18K

7.15K

7.08K

6.84K

6.67K

6.61K

6.01K

6K

5.4K

5.26K

5.02K

4.96K

4.61K

4.29K

4.1K

4K

3.95K

3.48K

3.42K

3.42K

3.39K

3.33K

3.06K

2.98K

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