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 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2+ 0.04% |
$220 - $221
|
4.95K
$546K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1New |
$110 - $111
|
1
$110
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1New |
$110 - $111
|
1
$110
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.62% |
$110 - $111
|
162
$17.9K
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1+ 0.04% |
$110 - $111
|
2.35K
$259K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3- 0.02% |
$330 - $332
|
12.7K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-4- 0.13% |
$440 - $442
|
3.02K
$333K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-5Closed |
$550 - $553
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 58.82% |
$1.1K - $1.11K
|
7
$771
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-18- 0.16% |
$1.98K - $1.99K
|
11.2K
$1.24M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-23- 0.7% |
$2.53K - $2.54K
|
3.27K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-26- 57.78% |
$2.86K - $2.87K
|
19
$2.09K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28- 9.27% |
$3.08K - $3.09K
|
274
$30.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.15% |
$3.19K - $3.2K
|
19.7K
$2.17M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-30- 0.85% |
$3.3K - $3.32K
|
3.48K
$383K
|
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-45- 0.01% |
$4.95K - $4.97K
|
310K
$34.1M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-50- 1.99% |
$5.5K - $5.53K
|
2.46K
$271K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-60- 0.6% |
$6.6K - $6.63K
|
9.92K
$1.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Marks Wealth, LLC
|
SELL
|
- |
-69- 0.1% |
$7.59K - $7.62K
|
71.5K
$7.88M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-105- 1.71% |
$11.5K - $11.6K
|
6.05K
$667K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-122- 2.18% |
$13.4K - $13.5K
|
5.47K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-127- 51.21% |
$14K - $14K
|
121
$13.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-133- 0.51% |
$14.6K - $14.7K
|
25.8K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-135- 10.93% |
$14.8K - $14.9K
|
1.1K
$121K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-145- 2.95% |
$15.9K - $16K
|
4.77K
$526K
|
|
|
May 09, 2023
Q1 2023
|
Titan Capital Management, LLC
|
SELL
|
- |
-164- 0.12% |
$18K - $18.1K
|
132K
$14.6M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-170- 1.88% |
$18.7K - $18.8K
|
8.85K
$975K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-188- 4.24% |
$20.7K - $20.8K
|
4.24K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-195- 25.66% |
$21.4K - $21.5K
|
565
$62.3K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-200- 1.4% |
$22K - $22.1K
|
14.1K
$1.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-204- 1.74% |
$22.4K - $22.5K
|
11.5K
$1.27M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-207- 58.15% |
$22.8K - $22.9K
|
149
$16.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-219- 2.11% |
$24.1K - $24.2K
|
10.1K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-234- 4.62% |
$25.7K - $25.9K
|
4.83K
$532K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-234- 18.06% |
$25.7K - $25.9K
|
1.06K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-246- 2.64% |
$27K - $27.2K
|
9.08K
$1M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-250- 2.71% |
$27.5K - $27.6K
|
8.98K
$990K
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-252- 5.92% |
$27.7K - $27.8K
|
4K
$441K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-258- 10.64% |
$28.4K - $28.5K
|
2.17K
$239K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-262- 10.34% |
$28.8K - $29K
|
2.27K
$250K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-262- 2.81% |
$28.8K - $29K
|
9.08K
$1M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-275- 6.06% |
$30.2K - $30.4K
|
4.26K
$470K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-299- 4.28% |
$32.9K - $33K
|
6.69K
$737K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-300- 23.08% |
$33K - $33.2K
|
1K
$110K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-350- 15.63% |
$38.5K - $38.7K
|
1.89K
$208K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-356- 75.11% |
$39.1K - $39.3K
|
118
$13K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-370- 8.1% |
$40.7K - $40.9K
|
4.2K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-410- 1.22% |
$45.1K - $45.3K
|
33.1K
$3.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-414- 11.48% |
$45.5K - $45.7K
|
3.19K
$352K
|