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
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-9.2K- 63.49% |
$1.01M - $1.02M
|
5.29K
$584K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-9.63K- 22.1% |
$1.06M - $1.06M
|
33.9K
$3.74M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11.5K- 40.09% |
$1.27M - $1.27M
|
17.2K
$1.9M
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-12K- 7.95% |
$1.32M - $1.32M
|
139K
$15.3M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-14.3KClosed |
$1.58M - $1.58M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-14.6KClosed |
$1.61M - $1.61M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-15KClosed |
$1.65M - $1.65M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-15K- 6.34% |
$1.66M - $1.66M
|
222K
$24.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-16.8K- 28.77% |
$1.85M - $1.85M
|
41.6K
$4.59M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.9K- 23.61% |
$1.86M - $1.86M
|
54.5K
$6.02M
|
|
|
Apr 12, 2022
Q1 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-17.5KClosed |
$1.92M - $1.93M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-17.5K- 14.98% |
$1.93M - $1.94M
|
99.5K
$11M
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
SELL
|
- |
-17.6K- 33.23% |
$1.94M - $1.95M
|
35.5K
$3.91M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-18.7KClosed |
$2.06M - $2.06M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-19.8K- 78.95% |
$2.19M - $2.19M
|
5.29K
$583K
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-20.7KClosed |
$2.28M - $2.29M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-26.9K- 59.11% |
$2.97M - $2.97M
|
18.6K
$2.06M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27.3K- 32.78% |
$3.01M - $3.01M
|
55.9K
$6.17M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-27.5KClosed |
$3.03M - $3.03M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-29.5K- 96.81% |
$3.25M - $3.25M
|
970
$107K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-29.7KClosed |
$3.28M - $3.28M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-30.7K- 92.46% |
$3.38M - $3.39M
|
2.5K
$276K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-31K- 96.74% |
$3.41M - $3.42M
|
1.04K
$115K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-32.2K- 45.32% |
$3.55M - $3.55M
|
38.8K
$4.29M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-34.2KClosed |
$3.77M - $3.78M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-37.9KClosed |
$4.18M - $4.19M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-38.5K- 37.78% |
$4.25M - $4.25M
|
63.4K
$7M
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-41.3K- 34.62% |
$4.55M - $4.56M
|
78K
$8.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-41.5K- 72.91% |
$4.57M - $4.58M
|
15.4K
$1.7M
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-41.9KClosed |
$4.62M - $4.63M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.2K- 26.84% |
$4.98M - $4.99M
|
123K
$13.6M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-51.1K- 51.44% |
$5.64M - $5.64M
|
48.3K
$5.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-77.5K- 43.92% |
$8.54M - $8.56M
|
98.9K
$10.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-79.9K- 72.76% |
$8.81M - $8.83M
|
29.9K
$3.3M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-112K- 53.46% |
$12.4M - $12.4M
|
97.7K
$10.8M
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-140KClosed |
$15.4M - $15.5M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-159K- 43.47% |
$17.5M - $17.6M
|
207K
$22.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-159K- 96.83% |
$17.6M - $17.6M
|
5.22K
$576K
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-161K- 80.38% |
$17.7M - $17.7M
|
39.2K
$4.33M
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-172K- 98.18% |
$18.9M - $18.9M
|
3.18K
$351K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-174K- 83.17% |
$19.2M - $19.3M
|
35.3K
$3.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-216K- 23.64% |
$23.8M - $23.8M
|
698K
$77M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-241K- 98.61% |
$26.6M - $26.7M
|
3.41K
$376K
|
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-500K- 45.85% |
$55.1M - $55.2M
|
590K
$65.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-515K- 96.36% |
$56.7M - $56.8M
|
19.4K
$2.14M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-587K- 11.76% |
$64.7M - $64.8M
|
4.4M
$486M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-609K- 8.76% |
$67.1M - $67.2M
|
6.34M
$700M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-761KClosed |
$83.8M - $84M
|
0
$0
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-766K- 99.85% |
$84.4M - $84.6M
|
1.13K
$125K
|
|
|
Apr 22, 2022
Q1 2022
|
Peavine Capital, LLC
|
SELL
|
- |
-861K- 31.33% |
$94.9M - $95.1M
|
1.89M
$208M
|