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 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
25.3K+ 2503.66% |
$2.78M - $2.8M
|
26.3K
$2.9M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
25.1K+ 7.44% |
$2.76M - $2.78M
|
363K
$40M
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
25KNew |
$2.75M - $2.76M
|
25K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.9K+ 13.44% |
$2.63M - $2.64M
|
202K
$22.3M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.8K+ 6.34% |
$2.62M - $2.63M
|
399K
$44M
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
BUY
|
- |
23.1K+ 55.22% |
$2.54M - $2.55M
|
65K
$7.16M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
23K+ 46.24% |
$2.53M - $2.54M
|
72.7K
$8.01M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
22KNew |
$2.42M - $2.43M
|
22K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.3KNew |
$2.34M - $2.35M
|
21.3K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.2K+ 0.25% |
$2.33M - $2.35M
|
8.66M
$954M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
20.8KNew |
$2.28M - $2.29M
|
20.8K
$2.29M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
20.6KNew |
$2.26M - $2.27M
|
20.6K
$2.27M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
20.2K+ 93.18% |
$2.22M - $2.24M
|
42K
$4.62M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19.8K+ 1372.75% |
$2.18M - $2.19M
|
21.2K
$2.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
18.2KNew |
$2M - $2.01M
|
18.2K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
17.8K+ 242.56% |
$1.95M - $1.96M
|
25.1K
$2.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
17.7K+ 20.3% |
$1.95M - $1.96M
|
105K
$11.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.93M - $1.94M
|
17.6K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
17.5KNew |
$1.92M - $1.93M
|
17.5K
$1.92M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
16.9K+ 139.03% |
$1.86M - $1.87M
|
29.1K
$3.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
16.5KNew |
$1.81M - $1.82M
|
16.5K
$1.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.4K+ 36.68% |
$1.81M - $1.82M
|
61.3K
$6.75M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
16.4K+ 177.56% |
$1.8M - $1.81M
|
25.6K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
16.3K+ 380.39% |
$1.79M - $1.8M
|
20.5K
$2.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
15.9K+ 39.47% |
$1.75M - $1.76M
|
56.3K
$6.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
15.8K+ 120.05% |
$1.73M - $1.74M
|
28.9K
$3.19M
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
15.7K+ 14.19% |
$1.73M - $1.74M
|
126K
$13.9M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
15.7KNew |
$1.73M - $1.73M
|
15.7K
$1.73M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
15.6K+ 2.76% |
$1.71M - $1.72M
|
578K
$63.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
15.3K+ 105.44% |
$1.68M - $1.69M
|
29.9K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.3K+ 24.77% |
$1.68M - $1.69M
|
76.8K
$8.47M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.1K+ 14.4% |
$1.65M - $1.66M
|
120K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$1.63M - $1.64M
|
14.9K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
14.8KNew |
$1.62M - $1.63M
|
14.8K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
14.3KNew |
$1.57M - $1.58M
|
14.3K
$1.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
14.2KNew |
$1.56M - $1.56M
|
14.2K
$1.56M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
13.6K+ 101.05% |
$1.5M - $1.5M
|
27.1K
$2.98M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
13.6K+ 101.05% |
$1.5M - $1.5M
|
27.1K
$2.98M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
13K+ 19.02% |
$1.42M - $1.43M
|
81K
$8.93M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.6K+ 8.32% |
$1.38M - $1.39M
|
164K
$18.1M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.3K+ 52.76% |
$1.36M - $1.36M
|
35.7K
$3.93M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
12.1K+ 312.08% |
$1.33M - $1.34M
|
16K
$1.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
11.9KNew |
$1.31M - $1.32M
|
11.9K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.6K+ 102.27% |
$1.27M - $1.28M
|
22.9K
$2.52M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.3K+ 1027.11% |
$1.25M - $1.25M
|
12.4K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.3K+ 1027.11% |
$1.25M - $1.25M
|
12.4K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.3KNew |
$1.24M - $1.25M
|
11.3K
$1.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.3K+ 61.24% |
$1.24M - $1.25M
|
29.7K
$3.27M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.86K+ 21.64% |
$1.08M - $1.09M
|
55.4K
$6.11M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
9.58K+ 23.05% |
$1.05M - $1.06M
|
51.2K
$5.64M
|