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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-148K- 37.11% |
$16.3M - $16.4M
|
251K
$27.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-148K- 37.11% |
$16.3M - $16.4M
|
251K
$27.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-150K- 8.83% |
$16.5M - $16.6M
|
1.55M
$171M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-161K- 35.07% |
$17.7M - $17.8M
|
298K
$32.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-165K- 80.48% |
$18.2M - $18.3M
|
40.1K
$4.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-194K- 95.33% |
$21.3M - $21.4M
|
9.49K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-212K- 5.73% |
$23.3M - $23.4M
|
3.49M
$385M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-235K- 86.61% |
$25.8M - $25.9M
|
36.3K
$4.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-242K- 8.11% |
$26.7M - $26.8M
|
2.75M
$303M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-255K- 56.93% |
$28M - $28.1M
|
193K
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-279K- 79.25% |
$30.7M - $30.8M
|
73.1K
$8.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-293K- 91.19% |
$32.2M - $32.3M
|
28.3K
$3.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-328K- 65.3% |
$36M - $36.2M
|
174K
$19.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-437K- 66.19% |
$48.1M - $48.3M
|
223K
$24.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-449K- 37.8% |
$49.4M - $49.6M
|
739K
$81.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-504K- 17.48% |
$55.4M - $55.7M
|
2.38M
$263M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-572K- 13.25% |
$62.9M - $63.2M
|
3.74M
$414M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-593K- 45.57% |
$65.2M - $65.5M
|
708K
$78.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-667K- 79.12% |
$73.4M - $73.7M
|
176K
$19.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-999K- 33.52% |
$110M - $110M
|
1.98M
$219M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.04M- 99.13% |
$115M - $115M
|
9.12K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.14M- 13.22% |
$126M - $126M
|
7.51M
$830M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29.2M- 97.62% |
$3.21B - $3.23B
|
712K
$78.6M
|