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 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.92K+ 3.41% |
$211K - $212K
|
58K
$6.41M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
1.9K+ 9.35% |
$209K - $210K
|
22.3K
$2.46M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
1.83K+ 58.0% |
$202K - $203K
|
5K
$551K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
1.83KNew |
$201K - $202K
|
1.83K
$202K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.82KNew |
$200K - $201K
|
1.82K
$201K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.81KNew |
$199K - $200K
|
1.81K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1.76K+ 2.02% |
$194K - $195K
|
89.2K
$9.85M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
1.72K+ 2.18% |
$189K - $190K
|
80.6K
$8.89M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.67K+ 24.67% |
$184K - $185K
|
8.44K
$931K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 55.39% |
$178K - $179K
|
4.54K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.57K+ 15.71% |
$173K - $173K
|
11.6K
$1.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.46K+ 0.98% |
$160K - $161K
|
150K
$16.5M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.45K+ 804.44% |
$159K - $160K
|
1.63K
$180K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.34K+ 72.42% |
$147K - $148K
|
3.19K
$352K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.33K+ 66.38% |
$146K - $147K
|
3.33K
$368K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.2K+ 12.63% |
$131K - $132K
|
10.7K
$1.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.18KNew |
$130K - $131K
|
1.18K
$130K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.11K+ 4.64% |
$122K - $123K
|
25.1K
$2.76M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.11K+ 44.19% |
$122K - $123K
|
3.62K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.09K+ 10.59% |
$120K - $121K
|
11.4K
$1.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.07K+ 50.59% |
$118K - $118K
|
3.19K
$351K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.07K+ 11.92% |
$118K - $118K
|
10K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1.03K+ 28.33% |
$113K - $113K
|
4.65K
$513K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
908+ 5.21% |
$99.8K - $100K
|
18.3K
$2.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
900+ 21.43% |
$98.9K - $99.5K
|
5.1K
$563K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
900+ 98.9% |
$98.9K - $99.5K
|
1.81K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
892+ 30.97% |
$98.1K - $98.6K
|
3.77K
$416K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
845+ 20.91% |
$92.9K - $93.4K
|
4.89K
$539K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
797+ 37.58% |
$87.6K - $88.1K
|
2.92K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
778New |
$85.5K - $86K
|
778
$85.9K
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
738+ 13.27% |
$81.1K - $81.5K
|
6.3K
$695K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
708New |
$77.8K - $78.2K
|
708
$78.1K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
673+ 117.86% |
$74K - $74.4K
|
1.24K
$137K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
665+ 24.32% |
$73.1K - $73.5K
|
3.4K
$375K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
550+ 2.05% |
$60.5K - $60.8K
|
27.4K
$3.02M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
544New |
$59.8K - $60.1K
|
544
$60K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
520+ 28.21% |
$57.2K - $57.5K
|
2.36K
$261K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
500+ 9.27% |
$55K - $55.3K
|
5.9K
$651K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
487+ 2.51% |
$53.5K - $53.8K
|
19.9K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
464New |
$51K - $51.3K
|
464
$51.2K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
453New |
$49.8K - $50.1K
|
453
$50K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
453+ 453.0% |
$49.8K - $50.1K
|
553
$61K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
450+ 2.38% |
$49.5K - $49.7K
|
19.3K
$2.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
434+ 3.08% |
$47.7K - $48K
|
14.5K
$1.61M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
431+ 2.09% |
$47.4K - $47.6K
|
21.1K
$2.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
424+ 7.67% |
$46.6K - $46.9K
|
5.95K
$657K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
391+ 5.82% |
$43K - $43.2K
|
7.11K
$785K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
390+ 423.91% |
$42.9K - $43.1K
|
482
$53.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
347+ 47.08% |
$38.1K - $38.3K
|
1.08K
$120K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
345+ 1.84% |
$37.9K - $38.1K
|
19.1K
$2.11M
|