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 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-447- 1.05% |
$49.1K - $49.4K
|
42K
$4.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-448- 17.83% |
$49.3K - $49.5K
|
2.07K
$228K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-450- 13.7% |
$49.5K - $49.7K
|
2.84K
$313K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-505- 6.75% |
$55.5K - $55.8K
|
6.98K
$770K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-529- 2.93% |
$58.2K - $58.5K
|
17.5K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-542- 21.21% |
$59.6K - $59.9K
|
2.01K
$222K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-551- 9.95% |
$60.6K - $60.9K
|
4.99K
$550K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-552- 56.85% |
$60.7K - $61K
|
419
$46.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-650- 53.85% |
$71.5K - $71.8K
|
557
$61.5K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-683- 0.95% |
$75.1K - $75.5K
|
70.9K
$7.83M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-725- 6.96% |
$79.7K - $80.1K
|
9.69K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-734- 27.91% |
$80.7K - $81.1K
|
1.9K
$209K
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-772- 2.78% |
$84.9K - $85.3K
|
27K
$2.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-790- 10.02% |
$86.9K - $87.3K
|
7.1K
$783K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-848- 26.52% |
$93.2K - $93.7K
|
2.35K
$259K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-866- 10.77% |
$95.2K - $95.7K
|
7.17K
$792K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-889- 5.38% |
$97.7K - $98.2K
|
15.6K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-900- 4.49% |
$98.9K - $99.5K
|
19.2K
$2.11M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-909- 14.51% |
$99.9K - $100K
|
5.36K
$591K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-914- 13.79% |
$100K - $101K
|
5.71K
$630K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-980- 7.52% |
$108K - $108K
|
12.1K
$1.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.03K- 10.94% |
$113K - $113K
|
8.34K
$921K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.06K- 1.2% |
$117K - $117K
|
87.8K
$9.69M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.11K- 14.11% |
$122K - $123K
|
6.75K
$745K
|
|
|
May 09, 2023
Q1 2023
|
Sicart Associates LLC
|
SELL
|
- |
-1.2K- 6.78% |
$132K - $133K
|
16.5K
$1.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.25K- 30.85% |
$137K - $138K
|
2.79K
$308K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.34K- 18.26% |
$147K - $148K
|
6K
$662K
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 23.15% |
$148K - $149K
|
4.47K
$493K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.4K- 48.56% |
$154K - $155K
|
1.48K
$164K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.45K- 88.94% |
$159K - $160K
|
180
$19.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.51K- 1.84% |
$166K - $167K
|
80.5K
$8.89M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.52K- 4.03% |
$167K - $168K
|
36.2K
$3.99M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.53K- 10.36% |
$168K - $169K
|
13.2K
$1.46M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.59K- 32.01% |
$175K - $176K
|
3.39K
$374K
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.67K- 32.94% |
$183K - $184K
|
3.39K
$374K
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.99K- 13.12% |
$219K - $220K
|
13.2K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.05K- 7.74% |
$225K - $226K
|
24.4K
$2.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.2K- 11.61% |
$242K - $244K
|
16.8K
$1.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.28K- 10.76% |
$251K - $252K
|
19K
$2.09M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.42K- 1.48% |
$266K - $267K
|
160K
$17.7M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.42K- 7.28% |
$266K - $268K
|
30.9K
$3.41M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.42K- 7.28% |
$266K - $268K
|
30.9K
$3.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.53K- 57.09% |
$278K - $279K
|
1.9K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.55K- 25.02% |
$280K - $282K
|
7.64K
$843K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.68K- 53.21% |
$294K - $296K
|
2.35K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.69K- 10.91% |
$296K - $298K
|
22K
$2.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.91K- 13.12% |
$320K - $321K
|
19.3K
$2.13M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.93K- 40.73% |
$322K - $323K
|
4.26K
$470K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.05K- 8.38% |
$336K - $337K
|
33.4K
$3.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-3.18K- 10.9% |
$349K - $351K
|
26K
$2.86M
|