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 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-2.48KClosed |
$273K - $274K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.49K- 0.82% |
$274K - $275K
|
300K
$33.1M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.56KClosed |
$282K - $283K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.6K- 4.13% |
$287K - $287K
|
60.4K
$6.67M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.63K- 26.96% |
$290K - $291K
|
7.13K
$788K
|
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 22.78% |
$298K - $298K
|
9.16K
$1.01M
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-2.88KClosed |
$317K - $318K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.91K- 3.2% |
$321K - $322K
|
88.2K
$9.75M
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.14K- 13.33% |
$347K - $347K
|
20.4K
$2.26M
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-3.17K- 41.08% |
$350K - $350K
|
4.55K
$503K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.33K- 32.41% |
$367K - $368K
|
6.95K
$768K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.5K- 37.82% |
$386K - $386K
|
5.75K
$635K
|
|
|
May 11, 2022
Q1 2022
|
American Asset Management Inc.
|
SELL
|
- |
-3.51KClosed |
$386K - $387K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.52K- 82.55% |
$388K - $388K
|
743
$82.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.55KClosed |
$391K - $392K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.67K- 19.17% |
$404K - $405K
|
15.5K
$1.71M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.67K- 14.53% |
$405K - $405K
|
21.6K
$2.39M
|
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-3.9K- 3.64% |
$430K - $430K
|
103K
$11.4M
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.92KClosed |
$432K - $433K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4K- 59.52% |
$441K - $442K
|
2.72K
$301K
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-4KClosed |
$441K - $442K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.02K- 32.43% |
$443K - $444K
|
8.37K
$925K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-4.28KClosed |
$472K - $473K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-4.35KClosed |
$479K - $480K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.37K- 47.22% |
$482K - $483K
|
4.89K
$540K
|
|
|
Apr 26, 2022
Q1 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-4.43K- 40.33% |
$488K - $489K
|
6.56K
$724K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.53K- 65.48% |
$500K - $501K
|
2.39K
$264K
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-4.83K- 20.74% |
$533K - $533K
|
18.5K
$2.04M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.98KClosed |
$548K - $549K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-5KClosed |
$551K - $552K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.09K- 53.31% |
$561K - $562K
|
4.46K
$493K
|
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.3K- 40.06% |
$584K - $585K
|
7.93K
$876K
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.6KClosed |
$617K - $618K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.61K- 98.09% |
$619K - $620K
|
109
$12K
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5.7KClosed |
$628K - $629K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-5.73K- 9.23% |
$631K - $632K
|
56.3K
$6.23M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.88KClosed |
$648K - $649K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.92K- 36.55% |
$653K - $654K
|
10.3K
$1.14M
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-6.11K- 42.31% |
$674K - $675K
|
8.33K
$921K
|
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-7.11K- 62.76% |
$784K - $785K
|
4.22K
$466K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-7.19K- 9.43% |
$792K - $793K
|
69K
$7.63M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.24K- 64.41% |
$798K - $799K
|
4K
$442K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.39KClosed |
$814K - $816K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-7.52KClosed |
$828K - $830K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-7.71K- 70.73% |
$850K - $851K
|
3.19K
$353K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.4K- 37.76% |
$926K - $927K
|
13.8K
$1.53M
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-8.8KClosed |
$970K - $972K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-8.99K- 26.64% |
$991K - $993K
|
24.8K
$2.74M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.06K- 94.77% |
$998K - $1M
|
500
$55.3K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.09K- 10.55% |
$1M - $1M
|
77.1K
$8.52M
|