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 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40.1K+ 22.81% |
$4.42M - $4.43M
|
216K
$23.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.9K+ 71.78% |
$4.39M - $4.41M
|
95.6K
$10.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
38.5K+ 185.35% |
$4.23M - $4.25M
|
59.2K
$6.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
38.4K+ 21.59% |
$4.23M - $4.24M
|
216K
$23.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
38.4K+ 177.45% |
$4.22M - $4.24M
|
60K
$6.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
36.5K+ 39.13% |
$4.02M - $4.03M
|
130K
$14.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
35.2K+ 14.62% |
$3.87M - $3.89M
|
276K
$30.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35.2K+ 4.73% |
$3.87M - $3.88M
|
778K
$85.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.9K+ 2.09% |
$3.84M - $3.85M
|
1.7M
$187M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
34.1KNew |
$3.75M - $3.77M
|
34.1K
$3.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.8K+ 16.74% |
$3.72M - $3.73M
|
236K
$26M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
32.8K+ 9.04% |
$3.61M - $3.63M
|
396K
$43.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
31.8K+ 30.43% |
$3.5M - $3.51M
|
136K
$15M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
29.4K+ 40.74% |
$3.23M - $3.25M
|
102K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28.9KNew |
$3.18M - $3.19M
|
28.9K
$3.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
28.1K+ 3.74% |
$3.09M - $3.1M
|
779K
$85.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
26.3K+ 20.79% |
$2.89M - $2.91M
|
153K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
26.3K+ 97.23% |
$2.89M - $2.9M
|
53.3K
$5.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
26.2KNew |
$2.89M - $2.9M
|
26.2K
$2.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.1K+ 19.92% |
$2.87M - $2.89M
|
157K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.6K+ 50.03% |
$2.82M - $2.83M
|
76.9K
$8.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
24.2K+ 0.9% |
$2.67M - $2.68M
|
2.73M
$300M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
23.9K+ 8.71% |
$2.63M - $2.64M
|
299K
$32.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23.5K+ 116.69% |
$2.58M - $2.6M
|
43.6K
$4.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
23.1K+ 241.1% |
$2.54M - $2.55M
|
32.6K
$3.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
22.6KNew |
$2.48M - $2.49M
|
22.6K
$2.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
22.6K+ 28.33% |
$2.48M - $2.49M
|
102K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
22.5K+ 76.25% |
$2.48M - $2.49M
|
52.1K
$5.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.1KNew |
$2.43M - $2.44M
|
22.1K
$2.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
21K+ 17.58% |
$2.31M - $2.32M
|
140K
$15.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21K+ 11.54% |
$2.31M - $2.32M
|
203K
$22.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
20.9KNew |
$2.3M - $2.31M
|
20.9K
$2.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
20.3K+ 49.34% |
$2.23M - $2.24M
|
61.5K
$6.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
20.3K+ 2.39% |
$2.23M - $2.24M
|
867K
$95.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.8KNew |
$2.17M - $2.18M
|
19.8K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.4KNew |
$2.14M - $2.15M
|
19.4K
$2.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
19.2K+ 16.54% |
$2.11M - $2.12M
|
135K
$14.9M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
18.7K+ 23.02% |
$2.05M - $2.06M
|
99.7K
$11M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
18.3K+ 8.67% |
$2.01M - $2.02M
|
229K
$25.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
18.2K+ 231.03% |
$2M - $2.01M
|
26.1K
$2.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.1K+ 11.34% |
$1.99M - $2M
|
178K
$19.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.93M - $1.94M
|
17.6K
$1.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
17.5K+ 9.04% |
$1.93M - $1.94M
|
212K
$23.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
17.3KNew |
$1.9M - $1.91M
|
17.3K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.6K+ 8.69% |
$1.82M - $1.83M
|
207K
$22.8M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.4K+ 428.94% |
$1.7M - $1.71M
|
19K
$2.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
14.6K+ 2.52% |
$1.6M - $1.61M
|
593K
$65.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
13.5K+ 46.54% |
$1.48M - $1.49M
|
42.4K
$4.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.2KNew |
$1.45M - $1.46M
|
13.2K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 92.75% |
$1.44M - $1.44M
|
27.2K
$2.99M
|