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 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-486- 11.14% |
$53.6K - $53.7K
|
3.88K
$428K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-498Closed |
$54.9K - $55K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 5.32% |
$55.1K - $55.2K
|
8.9K
$983K
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-500- 15.5% |
$55.1K - $55.2K
|
2.73K
$301K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-500Closed |
$55.1K - $55.2K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-550- 43.1% |
$60.6K - $60.7K
|
726
$80.2K
|
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-574- 2.31% |
$63.3K - $63.4K
|
24.3K
$2.68M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-641- 19.95% |
$70.7K - $70.8K
|
2.57K
$284K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-670- 1.1% |
$73.8K - $74K
|
60.5K
$6.68M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-670- 88.74% |
$73.8K - $74K
|
85
$9.39K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-697- 4.17% |
$76.8K - $76.9K
|
16K
$1.77M
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-698- 1.16% |
$76.9K - $77.1K
|
59.6K
$6.58M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-702- 15.19% |
$77.4K - $77.5K
|
3.92K
$433K
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-725- 1.47% |
$79.9K - $80K
|
48.5K
$5.36M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-740- 19.09% |
$81.6K - $81.7K
|
3.14K
$347K
|
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-747- 4.47% |
$82.3K - $82.5K
|
16K
$1.76M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-750- 4.45% |
$82.7K - $82.8K
|
16.1K
$1.78M
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-775- 8.18% |
$85.4K - $85.6K
|
8.7K
$962K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-836- 43.23% |
$92.1K - $92.3K
|
1.1K
$121K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-884- 83.63% |
$97.4K - $97.6K
|
173
$19.1K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-925- 7.58% |
$102K - $102K
|
11.3K
$1.25M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-985- 13.52% |
$109K - $109K
|
6.3K
$696K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-1.12K- 8.5% |
$123K - $124K
|
12.1K
$1.33M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.12KClosed |
$123K - $124K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.12K- 29.68% |
$124K - $124K
|
2.66K
$294K
|
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.19K- 25.53% |
$131K - $131K
|
3.46K
$382K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.19K- 30.0% |
$131K - $131K
|
2.78K
$307K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.3K- 30.23% |
$143K - $144K
|
3K
$332K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.39K- 17.22% |
$153K - $154K
|
6.69K
$739K
|
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.51K- 6.4% |
$166K - $167K
|
22.1K
$2.44M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-1.52K- 5.89% |
$168K - $168K
|
24.3K
$2.69M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.62K- 5.68% |
$178K - $179K
|
26.9K
$2.97M
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.62K- 4.41% |
$178K - $179K
|
35.1K
$3.88M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.63KClosed |
$179K - $180K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.67K- 1.99% |
$184K - $184K
|
82.4K
$9.11M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.73K- 40.09% |
$190K - $191K
|
2.58K
$285K
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.78K- 5.9% |
$196K - $196K
|
28.4K
$3.14M
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.78K- 5.9% |
$196K - $196K
|
28.4K
$3.14M
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.9KClosed |
$209K - $210K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-1.94KClosed |
$214K - $214K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.95K- 34.42% |
$215K - $215K
|
3.72K
$411K
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.96KClosed |
$216K - $216K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 51.95% |
$217K - $218K
|
1.82K
$202K
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.99KClosed |
$219K - $220K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.16K- 7.68% |
$238K - $238K
|
25.9K
$2.86M
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-2.21KClosed |
$244K - $244K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.23K- 11.35% |
$246K - $246K
|
17.4K
$1.92M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.37K- 12.79% |
$261K - $262K
|
16.1K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.38KClosed |
$263K - $263K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.45KClosed |
$270K - $270K
|
0
$0
|