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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
319+ 9.6% |
$35.2K - $35.2K
|
3.64K
$402K
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
299+ 8.88% |
$33K - $33K
|
3.67K
$404K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
284New |
$31.3K - $31.4K
|
284
$31.3K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
234+ 0.36% |
$25.8K - $25.8K
|
65K
$7.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
228+ 0.77% |
$25.1K - $25.2K
|
30K
$3.31M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
221+ 27.12% |
$24.4K - $24.4K
|
1.04K
$114K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
220+ 22.22% |
$24.2K - $24.3K
|
1.21K
$134K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
200New |
$22K - $22.1K
|
200
$22.1K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
130New |
$14.3K - $14.4K
|
130
$14.3K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
127New |
$14K - $14K
|
127
$14K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
118New |
$13K - $13K
|
118
$13K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
109+ 2.55% |
$12K - $12K
|
4.38K
$484K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
104+ 611.76% |
$11.5K - $11.5K
|
121
$13.4K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$11K - $11K
|
100
$11K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$11K - $11K
|
100
$11K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
89New |
$9.81K - $9.83K
|
89
$9.82K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
61+ 0.71% |
$6.72K - $6.73K
|
8.68K
$958K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
58New |
$6.39K - $6.4K
|
58
$6.4K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
54New |
$5.95K - $5.96K
|
54
$5.96K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
39+ 0.32% |
$4.3K - $4.31K
|
12.4K
$1.37M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
36+ 1.11% |
$3.97K - $3.97K
|
3.28K
$362K
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
31New |
$3.42K - $3.42K
|
31
$3.42K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
30+ 0.52% |
$3.31K - $3.31K
|
5.85K
$645K
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
28+ 0.06% |
$3.09K - $3.09K
|
48.4K
$5.34M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 0.76% |
$2.09K - $2.1K
|
2.53K
$279K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
12New |
$1.32K - $1.32K
|
12
$1.32K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12New |
$1.32K - $1.32K
|
12
$1.32K
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
8+ 0.18% |
$882 - $883
|
4.35K
$480K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8+ 21.05% |
$882 - $883
|
46
$5.08K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.72% |
$661 - $662
|
845
$93.3K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 2.83% |
$661 - $662
|
218
$24.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
5+ 0.14% |
$551 - $552
|
3.58K
$395K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2+ 0.1% |
$220 - $221
|
2.05K
$226K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2+ 0.06% |
$220 - $221
|
3.44K
$380K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$110 - $110
|
3.09K
$341K
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 5.88% |
$110 - $110
|
18
$1.99K
|
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-5- 0.06% |
$551 - $552
|
8.22K
$907K
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-10- 0.07% |
$1.1K - $1.1K
|
13.9K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-10Closed |
$1.1K - $1.1K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-12Closed |
$1.32K - $1.32K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-17Closed |
$1.87K - $1.88K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-17Closed |
$1.87K - $1.88K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-19Closed |
$2.09K - $2.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-26- 0.06% |
$2.87K - $2.87K
|
42.7K
$4.71M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 1.01% |
$2.87K - $2.87K
|
2.55K
$281K
|
|
|
May 16, 2022
Q1 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-27- 0.73% |
$2.98K - $2.98K
|
3.68K
$406K
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-33Closed |
$3.64K - $3.64K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-35- 0.57% |
$3.86K - $3.86K
|
6.15K
$678K
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-37Closed |
$4.08K - $4.08K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-44Closed |
$4.85K - $4.86K
|
0
$0
|