Purchases and Sales Made in Q2 2022 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.94K- 20.7% |
$763K - $765K
|
26.6K
$2.93M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.95K- 82.65% |
$765K - $767K
|
1.46K
$161K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-7.67KClosed |
$844K - $846K
|
0
$0
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-7.93KClosed |
$872K - $874K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-9.16KClosed |
$1.01M - $1.01M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.42K- 6.64% |
$1.04M - $1.04M
|
132K
$14.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-9.59KClosed |
$1.05M - $1.06M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-10.9K- 45.9% |
$1.2M - $1.2M
|
12.9K
$1.42M
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-11K- 84.57% |
$1.2M - $1.21M
|
2K
$220K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12.2KClosed |
$1.34M - $1.34M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-12.4K- 15.95% |
$1.37M - $1.37M
|
65.5K
$7.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-12.5K- 77.88% |
$1.38M - $1.38M
|
3.56K
$393K
|
|
|
Aug 02, 2022
Q2 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-12.8K- 11.1% |
$1.41M - $1.42M
|
103K
$11.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-13KClosed |
$1.43M - $1.44M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
SELL
|
- |
-13.3K- 31.97% |
$1.46M - $1.47M
|
28.3K
$3.12M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.7K- 6.62% |
$1.51M - $1.51M
|
193K
$21.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-13.9K- 78.09% |
$1.53M - $1.54M
|
3.91K
$431K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.1K- 19.6% |
$1.66M - $1.67M
|
62K
$6.83M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-15.4KClosed |
$1.7M - $1.7M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-15.5KClosed |
$1.7M - $1.7M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.7K- 28.09% |
$1.73M - $1.73M
|
40.2K
$4.43M
|
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-15.8KClosed |
$1.74M - $1.74M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-16.6K- 39.84% |
$1.82M - $1.83M
|
25K
$2.76M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19K- 31.42% |
$2.09M - $2.1M
|
41.5K
$4.57M
|
|
|
Aug 01, 2022
Q2 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-19.5K- 10.23% |
$2.15M - $2.15M
|
171K
$18.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.6KClosed |
$2.16M - $2.16M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-22K- 75.77% |
$2.42M - $2.43M
|
7.04K
$776K
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-23.8KClosed |
$2.62M - $2.62M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-23.8K- 77.94% |
$2.62M - $2.63M
|
6.74K
$743K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-25.3K- 88.48% |
$2.78M - $2.79M
|
3.3K
$363K
|
|
|
Jul 26, 2022
Q2 2022
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-27.8K- 84.65% |
$3.05M - $3.06M
|
5.03K
$555K
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-28.7KClosed |
$3.15M - $3.16M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-33.1K- 84.45% |
$3.64M - $3.65M
|
6.1K
$672K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-37.9K- 9.49% |
$4.17M - $4.18M
|
361K
$39.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-42.3K- 99.9% |
$4.65M - $4.67M
|
41
$4.52K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-45K- 29.43% |
$4.95M - $4.96M
|
108K
$11.9M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-45.9KClosed |
$5.05M - $5.07M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
SELL
|
- |
-48.2K- 5.87% |
$5.3M - $5.31M
|
773K
$85.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.7K- 42.07% |
$6.02M - $6.03M
|
75.4K
$8.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-60.6K- 14.94% |
$6.67M - $6.69M
|
345K
$38M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-61.5K- 33.32% |
$6.76M - $6.78M
|
123K
$13.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-63K- 81.35% |
$6.93M - $6.95M
|
14.4K
$1.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-63.4KClosed |
$6.97M - $6.99M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-98.9KClosed |
$10.9M - $10.9M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-103K- 17.85% |
$11.4M - $11.4M
|
476K
$52.5M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-104K- 49.5% |
$11.4M - $11.5M
|
106K
$11.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-112K- 99.94% |
$12.3M - $12.4M
|
63
$6.94K
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-116K- 47.99% |
$12.8M - $12.8M
|
126K
$13.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-119K- 23.36% |
$13M - $13.1M
|
389K
$42.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-122K- 99.89% |
$13.4M - $13.4M
|
136
$15K
|