Purchases and Sales Made in Q2 2023 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q2 2023. 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 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
873K+ 39343.69% |
$96.1M - $96.5M
|
876K
$96.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
613K+ 50.23% |
$67.4M - $67.7M
|
1.83M
$202M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
461K+ 128.11% |
$50.7M - $50.9M
|
820K
$90.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
410K+ 80.36% |
$45.1M - $45.3M
|
920K
$101M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
384K+ 7696.09% |
$42.2M - $42.4M
|
389K
$42.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
336K+ 256.5% |
$37M - $37.2M
|
468K
$51.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
326K+ 5.09% |
$35.9M - $36M
|
6.73M
$741M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280K+ 1926.64% |
$30.8M - $30.9M
|
295K
$32.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
278K+ 244.7% |
$30.6M - $30.7M
|
392K
$43.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
195KNew |
$21.5M - $21.6M
|
195K
$21.5M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
177K+ 25.82% |
$19.5M - $19.6M
|
864K
$95.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
157KNew |
$17.2M - $17.3M
|
157K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
151KNew |
$16.6M - $16.7M
|
151K
$16.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
128K+ 211.12% |
$14.1M - $14.1M
|
188K
$20.8M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
121KNew |
$13.3M - $13.4M
|
121K
$13.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
115K+ 251.73% |
$12.6M - $12.7M
|
160K
$17.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
112KNew |
$12.3M - $12.3M
|
112K
$12.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
108KNew |
$11.9M - $11.9M
|
108K
$11.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
105KNew |
$11.5M - $11.6M
|
105K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
100KNew |
$11M - $11.1M
|
100K
$11M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
92.7K+ 173.8% |
$10.2M - $10.2M
|
146K
$16.1M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
92.3KNew |
$10.2M - $10.2M
|
92.3K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
90.8KNew |
$9.99M - $10M
|
90.8K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
89.7K+ 35.82% |
$9.86M - $9.9M
|
340K
$37.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
89.1K+ 121.86% |
$9.8M - $9.84M
|
162K
$17.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
86.5K+ 95.31% |
$9.52M - $9.56M
|
177K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
83.9KNew |
$9.23M - $9.27M
|
83.9K
$9.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78K+ 5.87% |
$8.58M - $8.61M
|
1.41M
$155M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72K+ 7.5% |
$7.92M - $7.95M
|
1.03M
$114M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
70.4K+ 202.17% |
$7.75M - $7.78M
|
105K
$11.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Client First Capital LLC
|
BUY
|
- |
63K+ 39.94% |
$6.93M - $6.96M
|
221K
$24.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
61.9K+ 14.3% |
$6.81M - $6.84M
|
495K
$54.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
61.6K+ 76.18% |
$6.77M - $6.8M
|
142K
$15.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
59.1K+ 20.66% |
$6.5M - $6.53M
|
345K
$38M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
56.5K+ 9.64% |
$6.22M - $6.24M
|
643K
$70.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.6K+ 5.53% |
$5.67M - $5.7M
|
985K
$108M
|
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
BUY
|
- |
49.7K+ 34.53% |
$5.46M - $5.49M
|
194K
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.7K+ 8.88% |
$5.36M - $5.38M
|
598K
$65.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
47.4K+ 7.5% |
$5.22M - $5.24M
|
680K
$74.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
47.4KNew |
$5.22M - $5.24M
|
47.4K
$5.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
46.3KNew |
$5.1M - $5.12M
|
46.3K
$5.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
46.2K+ 223.42% |
$5.08M - $5.11M
|
66.9K
$7.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
45KNew |
$4.95M - $4.97M
|
45K
$4.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.9K+ 3.57% |
$4.94M - $4.96M
|
1.3M
$143M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
44.7K+ 3682.19% |
$4.91M - $4.93M
|
45.9K
$5.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
44K+ 176.0% |
$4.84M - $4.86M
|
69K
$7.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
42.6K+ 45.68% |
$4.69M - $4.71M
|
136K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.4K+ 15.31% |
$4.66M - $4.68M
|
319K
$35.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
41.9KNew |
$4.61M - $4.63M
|
41.9K
$4.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.7K+ 34.05% |
$4.48M - $4.5M
|
160K
$17.7M
|