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
Apr 18, 2022 Q1 2022	Rede Wealth, LLC	BUY	-	2.81K New	$310K - $310K	2.81K $310K
Apr 12, 2022 Q1 2022	Brookstone Capital Management	BUY	-	2.78K New	$306K - $307K	2.78K $306K
Apr 20, 2022 Q1 2022	Mc Elhenny Sheffield Capital Management, LLC	BUY	-	2.74K New	$302K - $302K	2.74K $302K
May 10, 2022 Q1 2022	Western Wealth Management, LLC	BUY	-	2.73K New	$301K - $301K	2.73K $301K
May 16, 2022 Q1 2022	Siena Capital LLC Cincinnati, OH	BUY	-	2.67K + 6.13%	$295K - $295K	46.3K $5.11M
May 09, 2022 Q1 2022	Northwestern Mutual Wealth Management CO	BUY	-	2.67K + 22.35%	$294K - $294K	14.6K $1.61M
Apr 27, 2022 Q1 2022	Cliftonlarsonallen Wealth Advisors, LLC	BUY	-	2.66K + 24.24%	$293K - $293K	13.6K $1.5M
May 05, 2022 Q1 2022	Omni Star Financial Group, Inc.	BUY	-	2.57K + 18.35%	$283K - $284K	16.6K $1.83M
May 13, 2022 Q1 2022	Trexquant Investment LP Stamford, CT	BUY	-	2.51K New	$277K - $277K	2.51K $277K
May 12, 2022 Q1 2022	Nwam LLC Mercer Island, WA	BUY	-	2.5K New	$276K - $276K	2.5K $276K
May 12, 2022 Q1 2022	Cetera Advisors LLC Denver, CO	BUY	-	2.49K + 19.65%	$274K - $275K	15.2K $1.67M
Apr 21, 2022 Q1 2022	Inspire Investing, LLC Meridian, ID	BUY	-	2.34K + 89.33%	$257K - $258K	4.95K $546K
Apr 18, 2022 Q1 2022	Spire Wealth Management	BUY	-	2.32K + 44.88%	$256K - $257K	7.5K $828K
May 10, 2022 Q1 2022	Pax Financial Group, LLC San Antonio, TX	BUY	-	2.32K + 75.51%	$256K - $256K	5.4K $596K
May 05, 2022 Q1 2022	Resources Investment Advisors, Llc. Overland Park, KS	BUY	-	2.29K + 28.38%	$253K - $253K	10.4K $1.14M
Apr 18, 2022 Q1 2022	Teamwork Financial Advisors, LLC	BUY	-	2.23K + 57.1%	$246K - $247K	6.14K $678K
May 13, 2022 Q1 2022	Mather Group, Llc. Chicago, IL	BUY	-	2.21K New	$243K - $243K	2.21K $243K
May 13, 2022 Q1 2022	Proficio Capital Partners LLC Newton, MA	BUY	-	2.19K New	$241K - $241K	2.19K $241K
May 10, 2022 Q1 2022	Lockerman Financial Group, Inc.	BUY	-	2.17K New	$239K - $239K	2.17K $239K
May 16, 2022 Q1 2022	Invesco Ltd. Atlanta, GA	BUY	-	2.1K New	$231K - $232K	2.1K $232K
May 10, 2022 Q1 2022	Sterling Investment Counsel, LLC	BUY	-	2.09K New	$230K - $230K	2.09K $230K
May 16, 2022 Q1 2022	Raymond James Trust Co. Of Nh	BUY	-	1.96K New	$216K - $217K	1.96K $217K
May 19, 2022 Q1 2022	Strategic Wealth Partners, Ltd. Independence, OH	BUY	-	1.94K + 26.97%	$214K - $215K	9.15K $1.01M
May 12, 2022 Q1 2022	Pnc Financial Services Group, Inc. Pittsburgh, PA	BUY	-	1.93K + 34.21%	$213K - $214K	7.59K $837K
May 16, 2022 Q1 2022	Colony Group LLC Boston, MA	BUY	-	1.93K New	$213K - $213K	1.93K $213K
May 13, 2022 Q1 2022	J. W. Coons Advisors, LLC	BUY	-	1.87K + 28.62%	$206K - $206K	8.41K $928K
May 13, 2022 Q1 2022	Deutsche Bank Ag\ Frankfurt Am Main, 2M	BUY	-	1.81K New	$200K - $200K	1.81K $200K
Apr 19, 2022 Q1 2022	Kwmg, LLC	BUY	-	1.69K + 2.11%	$186K - $186K	81.7K $9.02M
May 11, 2022 Q1 2022	River & Mercantile LLC Waltham, MA	BUY	-	1.62K + 0.93%	$179K - $179K	176K $19.4M
Sep 25, 2024 Q1 2022	Paragon Capital Management Inc Provo, UT	BUY	-	1.51K + 2.91%	$167K - $167K	53.5K $5.9M
May 12, 2022 Q1 2022	Laidlaw Wealth Management LLC New York City, NY	BUY	-	1.36K + 51.07%	$150K - $150K	4.03K $445K
Apr 14, 2022 Q1 2022	Ritholtz Wealth Management	BUY	-	1.2K + 2.66%	$133K - $133K	46.4K $5.12M
May 12, 2022 Q1 2022	Db Wealth Management Group, LLC San Diego, CA	BUY	-	1.17K + 627.42%	$129K - $129K	1.35K $149K
May 13, 2022 Q1 2022	Money Concepts Capital Corp	BUY	-	1.09K + 6.28%	$120K - $120K	18.4K $2.03M
May 04, 2022 Q1 2022	Prospera Financial Services Inc	BUY	-	1.08K New	$119K - $119K	1.08K $119K
May 05, 2022 Q1 2022	Schrum Private Wealth Management LLC	BUY	-	1.02K + 26.55%	$112K - $112K	4.84K $534K
May 12, 2022 Q1 2022	Tompkins Financial Corp	BUY	-	1K New	$110K - $110K	1K $110K
Apr 22, 2022 Q1 2022	Allworth Financial LP	BUY	-	924 + 48.53%	$102K - $102K	2.83K $312K
May 16, 2022 Q1 2022	Cary Street Partners Investment Advisory LLC Richmond, VA	BUY	-	870 + 39.01%	$95.9K - $96K	3.1K $342K
Apr 19, 2022 Q1 2022	Fifth Third Bancorp	BUY	-	843 + 115.32%	$92.9K - $93.1K	1.57K $174K
Apr 14, 2022 Q1 2022	Cutler Group LP	BUY	-	700 + 175.0%	$77.2K - $77.3K	1.1K $121K
May 04, 2022 Q1 2022	Aptus Capital Advisors, LLC	BUY	-	625 + 18.66%	$68.9K - $69K	3.98K $439K
May 11, 2022 Q1 2022	Bluestein R H & CO LLC Birmingham, MI	BUY	-	600 + 10.14%	$66.1K - $66.2K	6.52K $719K
May 16, 2022 Q1 2022	Carmichael Hill & Associates, Inc.	BUY	-	569 New	$62.7K - $62.8K	569 $62.8K
Apr 20, 2022 Q1 2022	Sigma Planning Corp Ann Arbor, MI	BUY	-	562 + 6.36%	$61.9K - $62K	9.4K $1.04M
May 02, 2022 Q1 2022	Kfa Private Wealth Group, LLC	BUY	-	529 + 0.9%	$58.3K - $58.4K	59.4K $6.56M
May 09, 2022 Q1 2022	Mutual Advisors, LLC Casper, WY	BUY	-	503 + 7.23%	$55.4K - $55.5K	7.46K $823K
Jul 14, 2022 Q1 2022	Global Retirement Partners, LLC	BUY	-	426 New	$47K - $47K	426 $47K
Apr 21, 2022 Q1 2022	Private Capital Group, LLC	BUY	-	362 New	$39.9K - $40K	362 $40K
May 16, 2022 Q1 2022	Snowden Capital Advisors LLC New York, NY	BUY	-	335 + 21.6%	$36.9K - $37K	1.89K $208K

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Account

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

2.81K

2.78K

2.74K

2.73K

2.67K

2.67K

2.66K

2.57K

2.51K

2.5K

2.49K

2.34K

2.32K

2.32K

2.29K

2.23K

2.21K

2.19K

2.17K

2.1K

2.09K

1.96K

1.94K

1.93K

1.93K

1.87K

1.81K

1.69K

1.62K

1.51K

1.36K

1.2K

1.17K

1.09K

1.08K

1.02K

1K

924

870

843

700

625

600

569

562

529

503

426

362

335

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