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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.4K- 29.57% |
$374K - $376K
|
8.1K
$893K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.55K- 48.2% |
$390K - $392K
|
3.82K
$420K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.61K- 6.91% |
$397K - $399K
|
48.7K
$5.36M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.65K- 18.18% |
$401K - $403K
|
16.4K
$1.81M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.97K- 62.83% |
$437K - $439K
|
2.35K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.05K- 33.02% |
$445K - $447K
|
8.21K
$904K
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-4.55K- 15.68% |
$501K - $503K
|
24.5K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.57K- 7.2% |
$502K - $505K
|
58.9K
$6.49M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-4.59K- 16.29% |
$505K - $508K
|
23.6K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.6K- 4.34% |
$506K - $508K
|
101K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.95K- 8.18% |
$544K - $547K
|
55.5K
$6.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-4.99K- 14.1% |
$549K - $552K
|
30.4K
$3.35M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.05K- 50.2% |
$555K - $558K
|
5.01K
$552K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-5.18K- 40.15% |
$569K - $572K
|
7.72K
$851K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-6.09K- 40.79% |
$669K - $673K
|
8.84K
$974K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.26K- 12.9% |
$688K - $691K
|
42.2K
$4.65M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.38K- 16.89% |
$701K - $705K
|
31.4K
$3.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-6.46K- 39.21% |
$711K - $714K
|
10K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-6.66K- 50.9% |
$732K - $735K
|
6.42K
$707K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.28K- 18.47% |
$800K - $804K
|
32.1K
$3.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.28K- 19.85% |
$800K - $804K
|
29.4K
$3.24M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7.44K- 53.83% |
$818K - $822K
|
6.38K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.49K- 19.41% |
$823K - $827K
|
31.1K
$3.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.58K- 8.13% |
$833K - $837K
|
85.6K
$9.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-7.7K- 53.29% |
$847K - $851K
|
6.75K
$744K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7.71K- 73.02% |
$848K - $852K
|
2.85K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.76K- 80.55% |
$853K - $857K
|
1.87K
$206K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-7.98K- 54.62% |
$878K - $882K
|
6.63K
$731K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-8.07K- 13.28% |
$887K - $891K
|
52.7K
$5.81M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-8.61K- 3.04% |
$946K - $951K
|
275K
$30.3M
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-8.68K- 19.24% |
$954K - $959K
|
36.4K
$4.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.75K- 48.49% |
$962K - $967K
|
9.3K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8.82K- 7.06% |
$970K - $975K
|
116K
$12.8M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-9.05K- 30.52% |
$995K - $1M
|
20.6K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.32K- 56.39% |
$1.02M - $1.03M
|
7.2K
$794K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-9.47K- 79.58% |
$1.04M - $1.05M
|
2.43K
$268K
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-9.54K- 18.81% |
$1.05M - $1.05M
|
41.2K
$4.54M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-9.65K- 14.13% |
$1.06M - $1.07M
|
58.7K
$6.47M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-9.8K- 19.22% |
$1.08M - $1.08M
|
41.2K
$4.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 72.79% |
$1.12M - $1.13M
|
3.81K
$419K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-10.4K- 43.55% |
$1.14M - $1.15M
|
13.5K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.8K- 3.74% |
$1.18M - $1.19M
|
277K
$30.5M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-10.8K- 5.71% |
$1.18M - $1.19M
|
178K
$19.6M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11K- 13.83% |
$1.21M - $1.21M
|
68.5K
$7.55M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.8K- 2.76% |
$1.3M - $1.3M
|
416K
$45.8M
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-12.5K- 43.69% |
$1.38M - $1.38M
|
16.1K
$1.78M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-12.6K- 82.33% |
$1.38M - $1.39M
|
2.7K
$298K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-12.7K- 17.19% |
$1.39M - $1.4M
|
61K
$6.73M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14.9K- 18.0% |
$1.63M - $1.64M
|
67.7K
$7.46M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-15.3K- 22.69% |
$1.68M - $1.69M
|
52.1K
$5.74M
|