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 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-309K- 79.28% |
$34M - $34.2M
|
80.8K
$8.92M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-322K- 8.01% |
$35.4M - $35.6M
|
3.7M
$408M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-340K- 10.25% |
$37.4M - $37.6M
|
2.98M
$329M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-349K- 10.47% |
$38.4M - $38.6M
|
2.99M
$330M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-371K- 67.67% |
$40.8M - $41M
|
177K
$19.6M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-374K- 97.01% |
$41.1M - $41.4M
|
11.5K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-405K- 44.66% |
$44.5M - $44.7M
|
502K
$55.4M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-719K- 19.95% |
$79M - $79.4M
|
2.88M
$318M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.66M- 29.38% |
$293M - $294M
|
6.4M
$706M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.11M- 99.56% |
$342M - $344M
|
13.8K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.15M- 99.46% |
$346M - $348M
|
17.1K
$1.89M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.8M- 98.31% |
$1.3B - $1.3B
|
203K
$22.4M
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-186M- 99.1% |
$20.5B - $20.6B
|
1.7M
$187M
|