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 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
11KNew |
$1.21M - $1.21M
|
11K
$1.21M
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.5KNew |
$1.15M - $1.16M
|
10.5K
$1.16M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.3K+ 398.72% |
$1.13M - $1.13M
|
12.9K
$1.42M
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
10.3K+ 244.85% |
$1.13M - $1.13M
|
14.5K
$1.59M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.2K+ 24.24% |
$1.12M - $1.12M
|
52.2K
$5.75M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.98K+ 75.01% |
$1.1M - $1.1M
|
23.3K
$2.57M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
9.93K+ 951.44% |
$1.09M - $1.1M
|
11K
$1.21M
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
9.48K+ 188.63% |
$1.04M - $1.05M
|
14.5K
$1.6M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.31KNew |
$1.02M - $1.03M
|
9.31K
$1.03M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.13KNew |
$1M - $1.01M
|
9.13K
$1.01M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.72K+ 63.01% |
$959K - $962K
|
22.6K
$2.49M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.5KNew |
$935K - $937K
|
8.5K
$937K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.13K+ 35.82% |
$894K - $896K
|
30.8K
$3.4M
|
|
Sep 25, 2024
Q2 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
8.08K+ 15.12% |
$889K - $892K
|
61.5K
$6.78M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
8K+ 282.74% |
$879K - $882K
|
10.8K
$1.19M
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
7.78K+ 5.64% |
$855K - $858K
|
146K
$16M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
7.7K+ 211.28% |
$846K - $849K
|
11.3K
$1.25M
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7.57K+ 12.74% |
$833K - $835K
|
67K
$7.38M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.12KNew |
$783K - $785K
|
7.12K
$785K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.1KNew |
$781K - $783K
|
7.1K
$783K
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
7.1KNew |
$780K - $782K
|
7.1K
$782K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7K+ 5.04% |
$770K - $772K
|
146K
$16.1M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.86K+ 28570.83% |
$754K - $756K
|
6.88K
$758K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.69K+ 37.38% |
$736K - $738K
|
24.6K
$2.71M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.08KNew |
$669K - $671K
|
6.08K
$670K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.08KNew |
$669K - $671K
|
6.08K
$670K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.86K+ 10.73% |
$644K - $646K
|
60.4K
$6.66M
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.85K+ 53.93% |
$643K - $645K
|
16.7K
$1.84M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.81K+ 2742.45% |
$639K - $641K
|
6.03K
$664K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.72KNew |
$628K - $630K
|
5.72K
$630K
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.54KNew |
$609K - $610K
|
5.54K
$610K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.35KNew |
$588K - $590K
|
5.35K
$589K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.24K+ 12.28% |
$576K - $578K
|
47.9K
$5.28M
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5.16K+ 17.67% |
$567K - $569K
|
34.3K
$3.78M
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.06KNew |
$556K - $558K
|
5.06K
$557K
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
BUY
|
- |
4.95K+ 66.73% |
$544K - $546K
|
12.4K
$1.36M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.91KNew |
$540K - $542K
|
4.91K
$541K
|
|
Jul 26, 2022
Q2 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
4.58K+ 15.51% |
$503K - $505K
|
34.1K
$3.76M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.55K+ 146.68% |
$500K - $501K
|
7.65K
$843K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
4.51K+ 77.07% |
$495K - $497K
|
10.4K
$1.14M
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.4K+ 175.71% |
$484K - $485K
|
6.9K
$760K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.3K+ 6.78% |
$473K - $474K
|
67.7K
$7.46M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.18K+ 24.01% |
$459K - $461K
|
21.6K
$2.38M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.96K+ 4.85% |
$435K - $436K
|
85.6K
$9.44M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.88KNew |
$427K - $428K
|
3.88K
$428K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.84K+ 45.64% |
$422K - $423K
|
12.2K
$1.35M
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.8K+ 70.41% |
$418K - $419K
|
9.2K
$1.01M
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.78K+ 76.34% |
$415K - $417K
|
8.73K
$962K
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.72KNew |
$409K - $410K
|
3.72K
$410K
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.66KNew |
$403K - $404K
|
3.66K
$404K
|