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 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
146KNew |
$16.1M - $16.1M
|
146K
$16.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
146K+ 31.19% |
$16M - $16.1M
|
613K
$67.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
135K+ 4198.23% |
$14.9M - $14.9M
|
139K
$15.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
128K+ 136.66% |
$14.1M - $14.1M
|
222K
$24.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
126K+ 354.17% |
$13.8M - $13.9M
|
161K
$17.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
116K+ 12.79% |
$12.7M - $12.8M
|
1.02M
$113M
|
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
115K+ 4452.97% |
$12.6M - $12.7M
|
117K
$12.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
108K+ 107511.0% |
$11.8M - $11.9M
|
108K
$11.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
105KNew |
$11.5M - $11.6M
|
105K
$11.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
103K+ 3784.82% |
$11.3M - $11.4M
|
106K
$11.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
102KNew |
$11.3M - $11.3M
|
102K
$11.3M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
87.6K+ 2571.42% |
$9.63M - $9.66M
|
91K
$10M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
86.5K+ 355.01% |
$9.51M - $9.54M
|
111K
$12.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82.2K+ 381.69% |
$9.04M - $9.06M
|
104K
$11.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.9K+ 78.74% |
$8.35M - $8.37M
|
172K
$19M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
74.5K+ 28.02% |
$8.19M - $8.22M
|
340K
$37.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74K+ 35.22% |
$8.14M - $8.16M
|
284K
$31.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
71KNew |
$7.8M - $7.83M
|
71K
$7.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.9K+ 13.28% |
$7.8M - $7.82M
|
605K
$66.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
68.1K+ 482.82% |
$7.49M - $7.51M
|
82.2K
$9.06M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
67KNew |
$7.37M - $7.39M
|
67K
$7.38M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
63.7KNew |
$7.01M - $7.03M
|
63.7K
$7.02M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
63.5K+ 75.59% |
$6.98M - $7M
|
148K
$16.3M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
63.4KNew |
$6.97M - $6.99M
|
63.4K
$6.98M
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
59KNew |
$6.49M - $6.51M
|
59K
$6.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
58.7K+ 92.56% |
$6.45M - $6.47M
|
122K
$13.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
58.1KNew |
$6.39M - $6.41M
|
58.1K
$6.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58K+ 16.64% |
$6.38M - $6.4M
|
407K
$44.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
57K+ 82.55% |
$6.27M - $6.28M
|
126K
$13.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55.8K+ 298.87% |
$6.14M - $6.16M
|
74.5K
$8.21M
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
52.2K+ 570.8% |
$5.74M - $5.76M
|
61.4K
$6.76M
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
51.7KNew |
$5.68M - $5.7M
|
51.7K
$5.69M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
51.6K+ 411.67% |
$5.67M - $5.69M
|
64.1K
$7.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50.8K+ 69.94% |
$5.59M - $5.61M
|
124K
$13.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
49.9K+ 718.7% |
$5.48M - $5.5M
|
56.8K
$6.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
49.2K+ 71.62% |
$5.41M - $5.43M
|
118K
$13M
|
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
48.4KNew |
$5.33M - $5.34M
|
48.4K
$5.34M
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
48KNew |
$5.28M - $5.3M
|
48K
$5.29M
|
|
|
Aug 05, 2022
Q2 2022
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
46.6K+ 12.49% |
$5.13M - $5.14M
|
420K
$46.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
45.4KNew |
$4.99M - $5M
|
45.4K
$5M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
44.3KNew |
$4.87M - $4.88M
|
44.3K
$4.88M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
42.4K+ 22.89% |
$4.66M - $4.68M
|
228K
$25.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
40.9K+ 70.98% |
$4.5M - $4.51M
|
98.5K
$10.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
40.5K+ 63.53% |
$4.45M - $4.46M
|
104K
$11.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
40K+ 1827.86% |
$4.39M - $4.41M
|
42.1K
$4.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
39.2K+ 2897.78% |
$4.31M - $4.32M
|
40.6K
$4.47M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
38.8KNew |
$4.27M - $4.28M
|
38.8K
$4.28M
|
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
38.3KNew |
$4.21M - $4.23M
|
38.3K
$4.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
37.7K+ 77.75% |
$4.14M - $4.15M
|
86.1K
$9.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
34.6KNew |
$3.81M - $3.82M
|
34.6K
$3.82M
|