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 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-15.6K- 29.74% |
$1.71M - $1.72M
|
36.7K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-16.2K- 6.25% |
$1.78M - $1.79M
|
243K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-17.2K- 15.93% |
$1.89M - $1.9M
|
90.8K
$10M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-17.5K- 66.63% |
$1.92M - $1.93M
|
8.77K
$966K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19.5K- 24.9% |
$2.15M - $2.16M
|
58.9K
$6.49M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-20.5K- 43.33% |
$2.25M - $2.26M
|
26.8K
$2.95M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-22.7K- 9.04% |
$2.5M - $2.51M
|
229K
$25.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-23.1K- 49.37% |
$2.54M - $2.56M
|
23.7K
$2.61M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-24.7K- 13.36% |
$2.71M - $2.73M
|
160K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.4K- 25.76% |
$2.79M - $2.81M
|
73.2K
$8.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-25.9K- 17.83% |
$2.85M - $2.86M
|
119K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-26.9K- 11.43% |
$2.96M - $2.97M
|
209K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27K- 31.7% |
$2.97M - $2.98M
|
58.1K
$6.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-28.9K- 20.94% |
$3.18M - $3.19M
|
109K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-29K- 12.37% |
$3.19M - $3.2M
|
205K
$22.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29.3K- 13.89% |
$3.22M - $3.24M
|
182K
$20M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.2K- 10.34% |
$3.43M - $3.45M
|
271K
$29.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-31.3K- 25.89% |
$3.44M - $3.45M
|
89.5K
$9.86M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-33.3K- 33.73% |
$3.66M - $3.68M
|
65.4K
$7.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-36.2K- 35.78% |
$3.98M - $4M
|
65K
$7.16M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-37.8K- 42.76% |
$4.15M - $4.17M
|
50.6K
$5.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-49.2K- 90.56% |
$5.41M - $5.44M
|
5.13K
$566K
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-49.3K- 11.36% |
$5.42M - $5.45M
|
384K
$42.4M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-51.1K- 83.15% |
$5.62M - $5.65M
|
10.4K
$1.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-52.6K- 33.42% |
$5.79M - $5.82M
|
105K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-54.4K- 1.64% |
$5.98M - $6.01M
|
3.27M
$360M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-57.9K- 11.45% |
$6.36M - $6.4M
|
448K
$49.3M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-58.7K- 5.02% |
$6.46M - $6.49M
|
1.11M
$122M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-58.7K- 5.02% |
$6.46M - $6.49M
|
1.11M
$122M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60K- 14.55% |
$6.6M - $6.63M
|
352K
$38.8M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-65.4K- 89.24% |
$7.19M - $7.23M
|
7.89K
$869K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-68.4K- 17.42% |
$7.52M - $7.55M
|
324K
$35.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-72.6K- 7.22% |
$7.98M - $8.02M
|
933K
$103M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-77.6KClosed |
$8.53M - $8.58M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84.5K- 37.8% |
$9.29M - $9.34M
|
139K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-93.5K- 56.98% |
$10.3M - $10.3M
|
70.6K
$7.78M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-110K- 52.1% |
$12.1M - $12.2M
|
101K
$11.1M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-113K- 83.87% |
$12.4M - $12.4M
|
21.6K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-120K- 3.6% |
$13.2M - $13.3M
|
3.22M
$355M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-129K- 53.19% |
$14.2M - $14.3M
|
114K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-132K- 97.56% |
$14.5M - $14.6M
|
3.29K
$363K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-145K- 56.48% |
$16M - $16.1M
|
112K
$12.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-151K- 62.95% |
$16.6M - $16.7M
|
89K
$9.81M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-165K- 98.63% |
$18.1M - $18.2M
|
2.29K
$252K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-171K- 98.19% |
$18.8M - $18.9M
|
3.15K
$347K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-177K- 56.07% |
$19.4M - $19.5M
|
139K
$15.3M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-200K- 11.03% |
$21.9M - $22M
|
1.61M
$177M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-213K- 14.08% |
$23.4M - $23.5M
|
1.3M
$143M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-275K- 83.15% |
$30.2M - $30.3M
|
55.6K
$6.13M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-286K- 62.03% |
$31.5M - $31.7M
|
175K
$19.3M
|