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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-191- 0.23% |
$21K - $21.1K
|
82.2K
$9.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-200- 6.2% |
$22K - $22.1K
|
3.03K
$333K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-200Closed |
$22K - $22.1K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-200Closed |
$22K - $22.1K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-206- 1.19% |
$22.7K - $22.7K
|
17K
$1.88M
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-233- 0.87% |
$25.6K - $25.7K
|
26.6K
$2.93M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-244- 1.13% |
$26.8K - $26.9K
|
21.4K
$2.35M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-253- 2.1% |
$27.8K - $27.9K
|
11.8K
$1.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-255- 23.61% |
$28K - $28.1K
|
825
$90.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-260Closed |
$28.6K - $28.7K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-265- 16.93% |
$29.1K - $29.2K
|
1.3K
$143K
|
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-279- 3.66% |
$30.7K - $30.8K
|
7.34K
$809K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-293- 25.86% |
$32.2K - $32.3K
|
840
$92.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-300- 3.61% |
$33K - $33.1K
|
8K
$881K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-312- 8.05% |
$34.3K - $34.4K
|
3.56K
$393K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-312- 12.33% |
$34.3K - $34.4K
|
2.22K
$245K
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-335- 2.02% |
$36.8K - $36.9K
|
16.2K
$1.79M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-350- 3.44% |
$38.5K - $38.6K
|
9.82K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-353Closed |
$38.8K - $38.9K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-354- 10.36% |
$38.9K - $39K
|
3.06K
$337K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-371- 4.17% |
$40.8K - $40.9K
|
8.53K
$940K
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-377- 13.41% |
$41.5K - $41.6K
|
2.44K
$268K
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-380- 3.37% |
$41.8K - $41.9K
|
10.9K
$1.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-412- 26.18% |
$45.3K - $45.4K
|
1.16K
$128K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-415- 6.04% |
$45.6K - $45.8K
|
6.46K
$712K
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-443- 12.38% |
$48.7K - $48.9K
|
3.13K
$345K
|
|
|
Aug 05, 2022
Q2 2022
|
Sicart Associates LLC
|
SELL
|
- |
-470- 4.47% |
$51.7K - $51.8K
|
10.1K
$1.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-472- 2.95% |
$51.9K - $52.1K
|
15.5K
$1.71M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-500- 14.56% |
$55K - $55.1K
|
2.93K
$323K
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-503- 1.52% |
$55.3K - $55.5K
|
32.6K
$3.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-575- 6.12% |
$63.2K - $63.4K
|
8.83K
$973K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-588- 18.74% |
$64.7K - $64.8K
|
2.55K
$281K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-652- 10.8% |
$71.7K - $71.9K
|
5.39K
$594K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-672- 17.0% |
$73.9K - $74.1K
|
3.28K
$362K
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
SELL
|
- |
-738- 1.53% |
$81.2K - $81.4K
|
47.6K
$5.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-760- 53.45% |
$83.6K - $83.8K
|
662
$73K
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-793- 9.11% |
$87.2K - $87.5K
|
7.91K
$872K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-799- 7.3% |
$87.9K - $88.1K
|
10.1K
$1.12M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-816- 4.2% |
$89.7K - $90K
|
18.6K
$2.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-847- 18.62% |
$93.1K - $93.4K
|
3.7K
$408K
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-851- 2.84% |
$93.6K - $93.8K
|
29.1K
$3.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-888- 8.64% |
$97.6K - $97.9K
|
9.39K
$1.03M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-902Closed |
$99.2K - $99.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-970- 3.75% |
$107K - $107K
|
24.9K
$2.75M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-992- 0.11% |
$109K - $109K
|
896K
$98.7M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.01K- 1.86% |
$111K - $112K
|
53.5K
$5.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.02K- 27.48% |
$112K - $113K
|
2.69K
$297K
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.07K- 14.77% |
$117K - $118K
|
6.15K
$678K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-1.1KClosed |
$121K - $121K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.1K- 22.73% |
$121K - $122K
|
3.75K
$413K
|