Purchases and Sales Made in Q1 2023 in Ishares Tr (SHV)

SHV Quotes by TradingView

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 12, 2023 Q1 2023
Wj Wealth Management, LLC

BUY
 -
104K
New
$11.5M - $11.5M
104K $11.5M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
95.6K
+ 20.91%
$10.5M - $10.6M
553K $61M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
93.5K
+ 20.09%
$10.3M - $10.3M
559K $61.7M
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
92.6K
+ 17.65%
$10.2M - $10.2M
617K $68.1M
Apr 17, 2023 Q1 2023
Northland Capital Management LLC

BUY
 -
90K
+ 167.16%
$9.9M - $9.95M
144K $15.9M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
88.7K
+ 5.62%
$9.75M - $9.8M
1.67M $184M
May 01, 2023 Q1 2023
Mascoma Wealth Management LLC

BUY
 -
84.3K
+ 940.69%
$9.27M - $9.32M
93.3K $10.3M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
84.1K
+ 50.61%
$9.25M - $9.29M
250K $27.6M
May 11, 2023 Q1 2023
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
83.6K
New
$9.19M - $9.24M
83.6K $9.23M
May 15, 2023 Q1 2023
Family Management Corp

New York, NY
BUY
 -
77.2K
+ 15.17%
$8.49M - $8.54M
586K $64.7M
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
68.5K
+ 696.06%
$7.53M - $7.57M
78.3K $8.65M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
68K
+ 143.46%
$7.48M - $7.52M
115K $12.7M
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
65.4K
+ 460.7%
$7.19M - $7.23M
79.6K $8.79M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
64.9K
+ 14.33%
$7.13M - $7.17M
518K $57.1M
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
63.9K
+ 18.73%
$7.03M - $7.06M
405K $44.7M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
63.4K
New
$6.97M - $7M
63.4K $6.99M
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
61.9K
New
$6.8M - $6.84M
61.9K $6.83M
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
60.6K
New
$6.66M - $6.69M
60.6K $6.68M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
60.2K
New
$6.62M - $6.65M
60.2K $6.64M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
59.1K
+ 14.76%
$6.49M - $6.53M
459K $50.7M
May 12, 2023 Q1 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
58.2K
+ 81.83%
$6.4M - $6.43M
129K $14.3M
Apr 12, 2023 Q1 2023
Iron Bridge Private Wealth, LLC

BUY
 -
55.1K
+ 155.94%
$6.06M - $6.09M
90.5K $9.99M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
54.7K
New
$6.02M - $6.05M
54.7K $6.04M
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
50.4K
+ 18.9%
$5.54M - $5.57M
317K $35M
Apr 14, 2023 Q1 2023
Crane Advisory, LLC

Fullerton, CA
BUY
 -
47.2K
+ 12.25%
$5.19M - $5.22M
433K $47.8M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
47.2K
+ 82.68%
$5.19M - $5.22M
104K $11.5M
Nov 06, 2024 Q1 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
47.2K
+ 99.49%
$5.18M - $5.21M
94.5K $10.4M
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
46.8K
New
$5.15M - $5.17M
46.8K $5.17M
May 04, 2023 Q1 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
43.6K
+ 101.04%
$4.8M - $4.82M
86.8K $9.58M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
42K
+ 36.79%
$4.62M - $4.64M
156K $17.2M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
41.5K
+ 1676.67%
$4.56M - $4.58M
43.9K $4.85M
May 12, 2023 Q1 2023
Perella Weinberg Partners Capital Management LP

BUY
 -
40.6K
+ 11.57%
$4.46M - $4.48M
391K $43.2M
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
39.2K
+ 72.34%
$4.31M - $4.33M
93.3K $10.3M
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
38.5K
+ 134.18%
$4.23M - $4.26M
67.2K $7.42M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
38.3K
New
$4.22M - $4.24M
38.3K $4.23M
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
36.8K
+ 14.77%
$4.05M - $4.07M
286K $31.6M
May 01, 2023 Q1 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
36.8K
+ 133.35%
$4.05M - $4.07M
64.4K $7.11M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
34.4K
+ 27.44%
$3.78M - $3.8M
160K $17.6M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
31.3K
+ 1043.81%
$3.44M - $3.46M
34.3K $3.78M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
31K
+ 78.82%
$3.41M - $3.43M
70.4K $7.77M
May 15, 2023 Q1 2023
Townsend & Associates, Inc

BUY
 -
30.4K
+ 133.14%
$3.35M - $3.36M
53.3K $5.88M
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
30K
+ 371.49%
$3.3M - $3.32M
38.1K $4.21M
May 01, 2023 Q1 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
29K
New
$3.18M - $3.2M
29K $3.2M
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
28.9K
+ 264.93%
$3.17M - $3.19M
39.8K $4.39M
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
28.7K
+ 17.54%
$3.15M - $3.17M
192K $21.2M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
28.6K
New
$3.14M - $3.16M
28.6K $3.15M
Apr 21, 2023 Q1 2023
Financial Management Network Inc

BUY
 -
27.9K
+ 104.12%
$3.07M - $3.08M
54.7K $6.04M
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
27.1K
New
$2.98M - $3M
27.1K $3M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
25.6K
+ 13.78%
$2.81M - $2.83M
211K $23.3M

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