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 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.1% |
$440 - $441
|
3.91K
$431K
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3+ 0.1% |
$330 - $331
|
3.06K
$338K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
3+ 0.1% |
$330 - $331
|
3.14K
$346K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$220 - $221
|
3.09K
$340K
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.08% |
$220 - $221
|
2.39K
$264K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$110 - $110
|
1
$110
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.14% |
$110 - $110
|
727
$80.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$110 - $110
|
1.05K
$115K
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 5.56% |
$110 - $110
|
17
$1.87K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2- 0.1% |
$220 - $221
|
2.05K
$226K
|
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5- 0.23% |
$550 - $551
|
2.13K
$235K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12Closed |
$1.32K - $1.32K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-12Closed |
$1.32K - $1.32K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-14- 6.42% |
$1.54K - $1.54K
|
204
$22.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.67% |
$1.87K - $1.87K
|
2.53K
$279K
|
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-18- 0.22% |
$1.98K - $1.99K
|
8.2K
$904K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-22Closed |
$2.42K - $2.43K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.19% |
$2.86K - $2.87K
|
13.6K
$1.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-27Closed |
$2.97K - $2.98K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-31Closed |
$3.41K - $3.42K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32- 1.24% |
$3.52K - $3.53K
|
2.54K
$280K
|
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.08% |
$3.63K - $3.64K
|
40.3K
$4.44M
|
|
|
Jul 27, 2022
Q2 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-34- 0.69% |
$3.74K - $3.75K
|
4.87K
$536K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39- 0.51% |
$4.29K - $4.3K
|
7.55K
$832K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-46Closed |
$5.06K - $5.07K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-49- 0.69% |
$5.39K - $5.4K
|
7.08K
$780K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-55Closed |
$6.05K - $6.07K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-60Closed |
$6.6K - $6.62K
|
0
$0
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-64- 3.01% |
$7.04K - $7.06K
|
2.06K
$227K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-70- 6.17% |
$7.7K - $7.72K
|
1.07K
$117K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-85Closed |
$9.35K - $9.37K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-89Closed |
$9.79K - $9.81K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-97Closed |
$10.7K - $10.7K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-100- 0.63% |
$11K - $11K
|
15.9K
$1.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-100- 0.72% |
$11K - $11K
|
13.8K
$1.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-104- 85.95% |
$11.4K - $11.5K
|
17
$1.87K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-105- 26.32% |
$11.5K - $11.6K
|
294
$32.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-105- 3.99% |
$11.5K - $11.6K
|
2.53K
$279K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-118Closed |
$13K - $13K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
SELL
|
- |
-124- 0.35% |
$13.6K - $13.7K
|
35.3K
$3.89M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127Closed |
$14K - $14K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-130Closed |
$14.3K - $14.3K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-136- 5.11% |
$15K - $15K
|
2.53K
$279K
|
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-145- 6.96% |
$15.9K - $16K
|
1.94K
$214K
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-150- 6.28% |
$16.5K - $16.5K
|
2.24K
$247K
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-155- 4.51% |
$17K - $17.1K
|
3.29K
$362K
|
|
|
Aug 03, 2022
Q2 2022
|
Ltg Capital LLC
|
SELL
|
- |
-182- 5.29% |
$20K - $20.1K
|
3.26K
$359K
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-184- 3.77% |
$20.2K - $20.3K
|
4.7K
$518K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-185- 4.14% |
$20.3K - $20.4K
|
4.28K
$472K
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-190- 8.95% |
$20.9K - $21K
|
1.93K
$213K
|