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 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
34.4K+ 854.17% |
$3.79M - $3.8M
|
38.5K
$4.25M
|
|
Aug 15, 2022
Q2 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
34.2K+ 10.33% |
$3.76M - $3.77M
|
365K
$40.2M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.7K+ 451.6% |
$3.7M - $3.71M
|
41.1K
$4.54M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.1K+ 7.34% |
$3.53M - $3.54M
|
469K
$51.8M
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
31.1K+ 136.4% |
$3.42M - $3.43M
|
53.9K
$5.95M
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
BUY
|
- |
29.6K+ 20.07% |
$3.25M - $3.26M
|
177K
$19.5M
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
27.6KNew |
$3.03M - $3.04M
|
27.6K
$3.05M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.5KNew |
$2.91M - $2.92M
|
26.5K
$2.92M
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
25.9K+ 827.93% |
$2.85M - $2.86M
|
29K
$3.2M
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
24.3KNew |
$2.67M - $2.67M
|
24.3K
$2.68M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
23.4K+ 442.94% |
$2.58M - $2.58M
|
28.7K
$3.17M
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
23.1KNew |
$2.55M - $2.55M
|
23.1K
$2.55M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23K+ 61.52% |
$2.53M - $2.54M
|
60.4K
$6.66M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
21.5K+ 412.31% |
$2.36M - $2.37M
|
26.7K
$2.95M
|
|
Jul 25, 2022
Q2 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20.7K+ 25.25% |
$2.28M - $2.29M
|
103K
$11.4M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.2K+ 138.68% |
$2.22M - $2.23M
|
34.8K
$3.84M
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
19.3KNew |
$2.12M - $2.12M
|
19.3K
$2.13M
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
18.8K+ 279.04% |
$2.07M - $2.07M
|
25.5K
$2.82M
|
|
Jul 25, 2022
Q2 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
18.8KNew |
$2.06M - $2.07M
|
18.8K
$2.07M
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
18.2K+ 75.04% |
$2M - $2.01M
|
42.5K
$4.69M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.2K+ 407.17% |
$2M - $2M
|
22.6K
$2.5M
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
17.9KNew |
$1.96M - $1.97M
|
17.9K
$1.97M
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
17.7K+ 295.38% |
$1.94M - $1.95M
|
23.6K
$2.61M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.5K+ 90.66% |
$1.93M - $1.93M
|
36.9K
$4.07M
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
17.4K+ 19.68% |
$1.91M - $1.91M
|
106K
$11.7M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
16.5K+ 88.5% |
$1.81M - $1.82M
|
35.1K
$3.88M
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
BUY
|
- |
16.4K+ 21.88% |
$1.8M - $1.81M
|
91.3K
$10.1M
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16.3KNew |
$1.8M - $1.8M
|
16.3K
$1.8M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.1K+ 6.87% |
$1.77M - $1.77M
|
250K
$27.6M
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
15.7KNew |
$1.73M - $1.73M
|
15.7K
$1.73M
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
BUY
|
- |
15.7KNew |
$1.72M - $1.73M
|
15.7K
$1.73M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15.1K+ 40.63% |
$1.66M - $1.67M
|
52.3K
$5.78M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15.1K+ 40.63% |
$1.66M - $1.67M
|
52.3K
$5.78M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15.1K+ 1373.77% |
$1.66M - $1.66M
|
16.2K
$1.79M
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
14.5KNew |
$1.6M - $1.6M
|
14.5K
$1.6M
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
14.5KNew |
$1.59M - $1.59M
|
14.5K
$1.59M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14KNew |
$1.54M - $1.54M
|
14K
$1.54M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14K+ 28.82% |
$1.54M - $1.54M
|
62.4K
$6.89M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.8KNew |
$1.52M - $1.53M
|
13.8K
$1.53M
|
|
Aug 04, 2022
Q2 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
13.2KNew |
$1.45M - $1.45M
|
13.2K
$1.45M
|
|
Jul 26, 2022
Q2 2022
|
Palladiem, LLC
|
BUY
|
- |
13KNew |
$1.43M - $1.43M
|
13K
$1.43M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
12.4KNew |
$1.36M - $1.36M
|
12.4K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
12.4K+ 409.47% |
$1.36M - $1.36M
|
15.4K
$1.7M
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.9KNew |
$1.3M - $1.31M
|
11.9K
$1.31M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.6KNew |
$1.27M - $1.28M
|
11.6K
$1.28M
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
11.6K+ 73.22% |
$1.27M - $1.28M
|
27.4K
$3.02M
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
11.5K+ 176.55% |
$1.26M - $1.27M
|
18K
$1.99M
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
11.1K+ 189.41% |
$1.23M - $1.23M
|
17K
$1.88M
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11.1KNew |
$1.22M - $1.23M
|
11.1K
$1.23M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.1K+ 282.22% |
$1.22M - $1.22M
|
15K
$1.65M
|