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
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.56KNew |
$1.05M - $1.06M
|
9.56K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.44K+ 46.34% |
$1.04M - $1.04M
|
29.8K
$3.29M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.1KNew |
$1M - $1.01M
|
9.1K
$1M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.72K+ 4.79% |
$958K - $963K
|
191K
$21M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
8.52K+ 40.62% |
$936K - $941K
|
29.5K
$3.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.47K+ 6.9% |
$931K - $935K
|
131K
$14.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
8.46KNew |
$930K - $935K
|
8.46K
$932K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.39K+ 22.56% |
$923K - $927K
|
45.6K
$5.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
8.31K+ 31.87% |
$914K - $919K
|
34.4K
$3.79M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.06KNew |
$886K - $891K
|
8.06K
$888K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
7.99K+ 12.46% |
$879K - $883K
|
72.1K
$7.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.7KNew |
$846K - $851K
|
7.7K
$848K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.63KNew |
$839K - $843K
|
7.63K
$841K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.62K+ 16.63% |
$838K - $842K
|
53.5K
$5.89M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.45K+ 38.59% |
$819K - $823K
|
26.8K
$2.95M
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
7.34K+ 36.85% |
$807K - $811K
|
27.3K
$3M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
7.27K+ 108.16% |
$800K - $804K
|
14K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.25K+ 12.29% |
$797K - $801K
|
66.2K
$7.3M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.22K+ 7.28% |
$794K - $798K
|
106K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.21KNew |
$793K - $797K
|
7.21K
$795K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.2KNew |
$792K - $796K
|
7.2K
$794K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
6.79KNew |
$746K - $750K
|
6.79K
$748K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.78KNew |
$746K - $750K
|
6.78K
$748K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
6.73KNew |
$740K - $744K
|
6.73K
$742K
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
6.46K+ 2.19% |
$711K - $714K
|
302K
$33.3M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.19K+ 16.3% |
$681K - $684K
|
44.2K
$4.87M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.16KNew |
$677K - $681K
|
6.16K
$679K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
6.07K+ 102.29% |
$668K - $671K
|
12K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6.02KNew |
$661K - $665K
|
6.02K
$663K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.88KNew |
$646K - $649K
|
5.88K
$648K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.69K+ 16.26% |
$626K - $629K
|
40.7K
$4.48M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.57K+ 21.57% |
$612K - $615K
|
31.4K
$3.46M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.53K+ 8.19% |
$608K - $611K
|
73.1K
$8.06M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5.17K+ 65.89% |
$568K - $571K
|
13K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.16K+ 105.59% |
$567K - $570K
|
10K
$1.11M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.1KNew |
$561K - $563K
|
5.1K
$562K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.07K+ 16.13% |
$557K - $560K
|
36.5K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.98K+ 12.18% |
$548K - $550K
|
45.9K
$5.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.91K+ 4.03% |
$539K - $542K
|
127K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.86K+ 64.01% |
$535K - $537K
|
12.5K
$1.37M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4.73K+ 1.51% |
$520K - $523K
|
318K
$35M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.61K+ 96.79% |
$507K - $510K
|
9.38K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.54KNew |
$499K - $501K
|
4.54K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
- |
4.54KNew |
$499K - $501K
|
4.54K
$500K
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
4.52KNew |
$497K - $500K
|
4.52K
$499K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.5KNew |
$495K - $497K
|
4.5K
$496K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.46KNew |
$491K - $493K
|
4.46K
$492K
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
4.37KNew |
$480K - $483K
|
4.37K
$481K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.17K+ 4.56% |
$458K - $461K
|
95.6K
$10.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.08K+ 12.71% |
$449K - $451K
|
36.2K
$3.99M
|