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 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-44Closed |
$4.85K - $4.86K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-45- 3.81% |
$4.96K - $4.97K
|
1.14K
$125K
|
|
|
May 06, 2022
Q1 2022
|
Sicart Associates LLC
|
SELL
|
- |
-50- 0.47% |
$5.51K - $5.52K
|
10.5K
$1.16M
|
|
|
May 10, 2022
Q1 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-52- 1.05% |
$5.73K - $5.74K
|
4.9K
$541K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-58- 2.07% |
$6.39K - $6.4K
|
2.75K
$303K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-58Closed |
$6.39K - $6.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-64- 1.41% |
$7.05K - $7.07K
|
4.47K
$493K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-68- 2.52% |
$7.49K - $7.51K
|
2.63K
$291K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75Closed |
$8.27K - $8.28K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-86- 1.61% |
$9.48K - $9.49K
|
5.25K
$579K
|
|
|
May 10, 2022
Q1 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-95- 3.92% |
$10.5K - $10.5K
|
2.33K
$257K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-100- 1.95% |
$11K - $11K
|
5.02K
$554K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100Closed |
$11K - $11K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-110- 4.01% |
$12.1K - $12.1K
|
2.64K
$291K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-110- 0.75% |
$12.1K - $12.1K
|
14.5K
$1.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-112- 1.45% |
$12.3K - $12.4K
|
7.62K
$841K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-114- 1.11% |
$12.6K - $12.6K
|
10.2K
$1.12M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-125- 2.03% |
$13.8K - $13.8K
|
6.04K
$666K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-130- 5.8% |
$14.3K - $14.4K
|
2.11K
$233K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-144Closed |
$15.9K - $15.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-152- 2.14% |
$16.8K - $16.8K
|
6.94K
$766K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-172- 1.55% |
$19K - $19K
|
10.9K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-185- 6.69% |
$20.4K - $20.4K
|
2.58K
$285K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-192- 3.11% |
$21.2K - $21.2K
|
5.99K
$661K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-196Closed |
$21.6K - $21.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-199- 20.82% |
$21.9K - $22K
|
757
$83.5K
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 7.72% |
$22K - $22.1K
|
2.39K
$264K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-200Closed |
$22K - $22.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-205- 2.9% |
$22.6K - $22.6K
|
6.88K
$759K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-209- 8.96% |
$23K - $23.1K
|
2.12K
$234K
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-221- 9.37% |
$24.4K - $24.4K
|
2.14K
$236K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-222- 89.52% |
$24.5K - $24.5K
|
26
$2.87K
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-226- 3.85% |
$24.9K - $25K
|
5.65K
$623K
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-227- 6.83% |
$25K - $25.1K
|
3.1K
$342K
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-227- 3.71% |
$25K - $25.1K
|
5.88K
$649K
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-228- 3.23% |
$25.1K - $25.2K
|
6.83K
$754K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-245- 91.76% |
$27K - $27K
|
22
$2.43K
|
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-251- 3.03% |
$27.7K - $27.7K
|
8.04K
$887K
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-252- 5.66% |
$27.8K - $27.8K
|
4.2K
$463K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-282- 6.36% |
$31.1K - $31.1K
|
4.15K
$458K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-295- 30.76% |
$32.5K - $32.6K
|
664
$73.3K
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-313- 8.85% |
$34.5K - $34.6K
|
3.23K
$356K
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-353- 15.69% |
$38.9K - $39K
|
1.9K
$209K
|
|
|
Apr 21, 2022
Q1 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-370- 1.24% |
$40.8K - $40.8K
|
29.5K
$3.26M
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-375- 14.98% |
$41.3K - $41.4K
|
2.13K
$235K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-380- 1.33% |
$41.9K - $42K
|
28.2K
$3.11M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-450- 82.27% |
$49.6K - $49.7K
|
97
$10.7K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-451- 4.51% |
$49.7K - $49.8K
|
9.54K
$1.05M
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-453- 2.31% |
$49.9K - $50K
|
19.1K
$2.11M
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-464Closed |
$51.1K - $51.2K
|
0
$0
|