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
|
Wedbush Securities Inc
|
BUY
|
- |
3.94K+ 23.52% |
$433K - $435K
|
20.7K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.94KNew |
$433K - $435K
|
3.94K
$434K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.74K+ 5.05% |
$411K - $413K
|
77.8K
$8.58M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.73K+ 7.86% |
$411K - $413K
|
51.3K
$5.65M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.73KNew |
$410K - $412K
|
3.73K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
3.63KNew |
$400K - $402K
|
3.63K
$400K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.6KNew |
$396K - $398K
|
3.6K
$397K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.56K+ 64.84% |
$391K - $393K
|
9.05K
$997K
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.54K+ 0.92% |
$389K - $391K
|
388K
$42.7M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.48KNew |
$382K - $384K
|
3.48K
$383K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.43KNew |
$377K - $378K
|
3.43K
$377K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.4K+ 0.46% |
$373K - $375K
|
739K
$81.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.34K+ 2.06% |
$367K - $369K
|
165K
$18.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.34KNew |
$367K - $369K
|
3.34K
$368K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.2K+ 130.73% |
$351K - $353K
|
5.64K
$621K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.19K+ 24.99% |
$351K - $353K
|
16K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.13K+ 89.54% |
$345K - $346K
|
6.63K
$731K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.08KNew |
$338K - $340K
|
3.08K
$339K
|
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
BUY
|
- |
3.05KNew |
$335K - $337K
|
3.05K
$336K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.04KNew |
$334K - $336K
|
3.04K
$335K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.03KNew |
$333K - $335K
|
3.03K
$334K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.01KNew |
$331K - $333K
|
3.01K
$332K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.95K+ 48.61% |
$324K - $326K
|
9.01K
$993K
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2.93K+ 1.67% |
$322K - $323K
|
178K
$19.6M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.84KNew |
$312K - $314K
|
2.84K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.79KNew |
$307K - $309K
|
2.79K
$308K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.75K+ 181.67% |
$302K - $303K
|
4.26K
$469K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.71K+ 134.39% |
$298K - $300K
|
4.73K
$521K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.69K+ 48.87% |
$296K - $298K
|
8.21K
$904K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.64KNew |
$290K - $292K
|
2.64K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.6K+ 59.76% |
$286K - $288K
|
6.96K
$767K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.49K+ 118.15% |
$273K - $275K
|
4.59K
$506K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.49K+ 10.47% |
$273K - $275K
|
26.2K
$2.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.35KNew |
$259K - $260K
|
2.35K
$259K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
2.26K+ 17.19% |
$249K - $250K
|
15.4K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.25K+ 40.05% |
$247K - $248K
|
7.85K
$865K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.22K+ 2.16% |
$244K - $245K
|
105K
$11.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.21KNew |
$243K - $244K
|
2.21K
$243K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.15K+ 13.97% |
$236K - $237K
|
17.5K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.13KNew |
$235K - $236K
|
2.13K
$235K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.13K+ 1886.73% |
$234K - $236K
|
2.25K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.13K+ 31.67% |
$234K - $235K
|
8.86K
$976K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.09K+ 275.26% |
$230K - $231K
|
2.85K
$314K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2.04KNew |
$225K - $226K
|
2.04K
$225K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.02KNew |
$222K - $223K
|
2.02K
$223K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.96KNew |
$216K - $217K
|
1.96K
$216K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.96K+ 8.76% |
$215K - $216K
|
24.3K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.95K+ 1.68% |
$214K - $215K
|
118K
$13M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.92KNew |
$211K - $212K
|
1.92K
$212K
|