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 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
294+ 267.27% |
$32.3K - $32.5K
|
404
$44.5K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
280+ 26.59% |
$30.8K - $30.9K
|
1.33K
$147K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
275+ 12.87% |
$30.2K - $30.4K
|
2.41K
$266K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
254+ 2.78% |
$27.9K - $28.1K
|
9.38K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
240+ 8.74% |
$26.4K - $26.5K
|
2.99K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
218+ 18.26% |
$24K - $24.1K
|
1.41K
$156K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
190+ 0.42% |
$20.9K - $21K
|
45.7K
$5.03M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
184+ 0.89% |
$20.2K - $20.3K
|
20.9K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
178+ 11.81% |
$19.6K - $19.7K
|
1.69K
$186K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
177+ 4.56% |
$19.5K - $19.6K
|
4.06K
$447K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
167+ 5.57% |
$18.4K - $18.5K
|
3.16K
$349K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
165+ 2.12% |
$18.1K - $18.2K
|
7.96K
$877K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
159+ 1.01% |
$17.5K - $17.6K
|
15.9K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
140+ 0.06% |
$15.4K - $15.5K
|
231K
$25.5M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
130+ 6.18% |
$14.3K - $14.4K
|
2.23K
$246K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
129New |
$14.2K - $14.3K
|
129
$14.2K
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
116+ 1.51% |
$12.8K - $12.8K
|
7.82K
$862K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
115+ 1.76% |
$12.6K - $12.7K
|
6.65K
$733K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
100+ 2.66% |
$11K - $11.1K
|
3.86K
$426K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
100+ 1.93% |
$11K - $11.1K
|
5.29K
$583K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
100+ 3.81% |
$11K - $11.1K
|
2.72K
$300K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
98+ 1.8% |
$10.8K - $10.8K
|
5.54K
$610K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
85+ 1.73% |
$9.34K - $9.39K
|
4.99K
$550K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
82New |
$9.02K - $9.06K
|
82
$9.04K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
67+ 60.91% |
$7.37K - $7.4K
|
177
$19.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
59+ 3.16% |
$6.49K - $6.52K
|
1.93K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59+ 15.61% |
$6.49K - $6.52K
|
437
$48.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
56New |
$6.16K - $6.19K
|
56
$6.17K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
48+ 0.68% |
$5.28K - $5.3K
|
7.08K
$780K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 0.23% |
$5.06K - $5.08K
|
20.2K
$2.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
39+ 1.22% |
$4.29K - $4.31K
|
3.24K
$357K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
38+ 0.32% |
$4.18K - $4.2K
|
11.7K
$1.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
33+ 3.37% |
$3.63K - $3.65K
|
1.01K
$112K
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
28+ 1.02% |
$3.08K - $3.09K
|
2.78K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
27+ 0.82% |
$2.97K - $2.98K
|
3.32K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
25+ 0.92% |
$2.75K - $2.76K
|
2.75K
$303K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$2.2K - $2.21K
|
20
$2.2K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
19+ 0.6% |
$2.09K - $2.1K
|
3.2K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 0.19% |
$1.65K - $1.66K
|
7.86K
$866K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
14+ 0.31% |
$1.54K - $1.55K
|
4.5K
$496K
|
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
12+ 0.56% |
$1.32K - $1.33K
|
2.16K
$238K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11+ 0.6% |
$1.21K - $1.22K
|
1.84K
$202K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
10+ 0.03% |
$1.1K - $1.11K
|
29.5K
$3.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 4.29% |
$989 - $995
|
219
$24.1K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.21% |
$880 - $884
|
3.74K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8+ 0.31% |
$880 - $884
|
2.58K
$284K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8+ 0.19% |
$880 - $884
|
4.16K
$459K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6+ 0.2% |
$660 - $663
|
3.04K
$335K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.47% |
$550 - $553
|
1.07K
$118K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2+ 0.02% |
$220 - $221
|
8.6K
$948K
|