Purchases and Sales Made in Q1 2023 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q1 2023. 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, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
188MNew |
$20.6B - $20.7B
|
188M
$20.7B
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.8M+ 2614.88% |
$3.17B - $3.18B
|
29.9M
$3.3B
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.9M+ 15267.43% |
$1.31B - $1.32B
|
12M
$1.32B
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.18M+ 2742.11% |
$129M - $130M
|
1.22M
$134M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.05MNew |
$116M - $116M
|
1.05M
$116M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
878K+ 283.26% |
$96.5M - $97M
|
1.19M
$131M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
732K+ 37.2% |
$80.5M - $80.9M
|
2.7M
$298M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
583K+ 747.84% |
$64.1M - $64.4M
|
661K
$72.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
510KNew |
$56.1M - $56.4M
|
510K
$56.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Peavine Capital, LLC
|
BUY
|
- |
439K+ 55.67% |
$48.3M - $48.5M
|
1.23M
$135M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
361K+ 9.14% |
$39.7M - $39.9M
|
4.32M
$476M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
346K+ 645.85% |
$38.1M - $38.3M
|
400K
$44M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
346K+ 2530.32% |
$38M - $38.2M
|
360K
$39.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
335K+ 82.2% |
$36.9M - $37M
|
743K
$81.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
333K+ 33.47% |
$36.6M - $36.8M
|
1.33M
$146M
|
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
327K+ 63.04% |
$36M - $36.2M
|
847K
$93.3M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
325K+ 5571.34% |
$35.8M - $35.9M
|
331K
$36.5M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
306K+ 326.93% |
$33.7M - $33.8M
|
400K
$44M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
305K+ 46.52% |
$33.5M - $33.7M
|
960K
$106M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
297KNew |
$32.7M - $32.8M
|
297K
$32.7M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
290K+ 112.03% |
$31.9M - $32.1M
|
549K
$60.5M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
267K+ 63.65% |
$29.4M - $29.5M
|
687K
$75.6M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
246K+ 143.03% |
$27.1M - $27.2M
|
418K
$46.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
231K+ 57.66% |
$25.4M - $25.6M
|
633K
$69.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
208K+ 32.8% |
$22.9M - $23M
|
843K
$92.9M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
194KNew |
$21.4M - $21.5M
|
194K
$21.4M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
193K+ 94.42% |
$21.3M - $21.4M
|
398K
$43.8M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
183K+ 17.88% |
$20.1M - $20.2M
|
1.21M
$133M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
182K+ 130.7% |
$20M - $20.1M
|
321K
$35.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
178K+ 16.47% |
$19.6M - $19.6M
|
1.26M
$139M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
176KNew |
$19.4M - $19.5M
|
176K
$19.4M
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
172K+ 582.25% |
$18.9M - $19M
|
201K
$22.2M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
171K+ 247.58% |
$18.8M - $18.9M
|
241K
$26.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
166K+ 292.43% |
$18.2M - $18.3M
|
222K
$24.5M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
163K+ 1453.88% |
$17.9M - $18M
|
174K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
158K+ 623.3% |
$17.4M - $17.5M
|
183K
$20.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Client First Capital LLC
|
BUY
|
- |
158KNew |
$17.3M - $17.4M
|
158K
$17.4M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
148K+ 1756.08% |
$16.3M - $16.4M
|
157K
$17.3M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
143KNew |
$15.7M - $15.8M
|
143K
$15.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
143KNew |
$15.7M - $15.8M
|
143K
$15.8M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
137K+ 6202.3% |
$15.1M - $15.2M
|
139K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
131KNew |
$14.4M - $14.5M
|
131K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
124KNew |
$13.6M - $13.7M
|
124K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
121K+ 15.05% |
$13.3M - $13.4M
|
927K
$102M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
119KNew |
$13.1M - $13.2M
|
119K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
118K+ 143.35% |
$13M - $13M
|
200K
$22.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
115K+ 18.13% |
$12.7M - $12.7M
|
751K
$82.7M
|
|
|
May 03, 2023
Q1 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
114KNew |
$12.5M - $12.6M
|
114K
$12.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
BUY
|
- |
114K+ 359.86% |
$12.5M - $12.6M
|
145K
$16M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
111K+ 252.47% |
$12.2M - $12.2M
|
154K
$17M
|