Purchases and Sales Made in Q2 2023 in Ishares Tr (SHV)

SHV Quotes by TradingView

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 09, 2023 Q2 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
13K
New
$1.43M - $1.44M
13K $1.44M
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
13K
+ 44.24%
$1.43M - $1.44M
42.4K $4.67M
Aug 11, 2023 Q2 2023
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
12.8K
+ 144.56%
$1.4M - $1.41M
21.6K $2.38M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
12.4K
+ 1.12%
$1.36M - $1.37M
1.12M $124M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
12.4K
+ 1.12%
$1.36M - $1.37M
1.12M $124M
Aug 02, 2023 Q2 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
12.1K
New
$1.33M - $1.33M
12.1K $1.33M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
12K
+ 7.67%
$1.32M - $1.32M
168K $18.6M
Aug 14, 2023 Q2 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
11.8K
+ 7.21%
$1.3M - $1.31M
176K $19.4M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
11.6K
+ 63.72%
$1.28M - $1.28M
29.8K $3.29M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
11.5K
+ 2.06%
$1.27M - $1.27M
570K $62.9M
Aug 17, 2023 Q2 2023
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
11.1K
+ 13.23%
$1.22M - $1.22M
94.7K $10.4M
Jul 25, 2023 Q2 2023
All Season Financial Advisors, Inc.

BUY
 -
10.9K
New
$1.2M - $1.2M
10.9K $1.2M
Jul 28, 2023 Q2 2023
Financial Management Network Inc

BUY
 -
10.8K
+ 19.69%
$1.19M - $1.19M
65.5K $7.22M
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
10.4K
New
$1.15M - $1.15M
10.4K $1.15M
Jul 24, 2023 Q2 2023
Allen Capital Group, LLC

BUY
 -
10.4K
+ 13.61%
$1.15M - $1.15M
87K $9.59M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
10.1K
New
$1.12M - $1.12M
10.1K $1.12M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
10.1K
+ 6.32%
$1.12M - $1.12M
171K $18.8M
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
9.6K
+ 37.48%
$1.06M - $1.06M
35.2K $3.88M
Jul 26, 2023 Q2 2023
Rosenberg Matthew Hamilton

BUY
 -
9.1K
New
$1M - $1.01M
9.1K $1M
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
9.07K
+ 21.62%
$998K - $1M
51K $5.63M
Aug 24, 2023 Q2 2023
Yarbrough Capital, LLC

BUY
 -
9.03K
New
$994K - $998K
9.03K $996K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
8.73K
New
$961K - $964K
8.73K $963K
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
8.56K
New
$942K - $946K
8.56K $944K
Nov 06, 2024 Q2 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
8.45K
+ 8.93%
$929K - $933K
103K $11.4M
Jul 13, 2023 Q2 2023
Rda Financial Network

BUY
 -
8.44K
+ 51.09%
$928K - $932K
24.9K $2.75M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
8.39K
+ 2.53%
$923K - $927K
339K $37.4M
Jul 18, 2023 Q2 2023
Atwood & Palmer Inc

BUY
 -
8.32K
New
$915K - $919K
8.32K $917K
Aug 02, 2023 Q2 2023
Efg Capital International Corp.

Miami, FL
BUY
 -
8.26K
New
$908K - $912K
8.26K $911K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
8.26K
+ 181.77%
$908K - $912K
12.8K $1.41M
Aug 08, 2023 Q2 2023
Affinia Financial Group, LLC

Burlington, MA
BUY
 -
8.17K
+ 4.06%
$898K - $902K
209K $23.1M
Jul 24, 2023 Q2 2023
Kwb Wealth

Redlands, CA
BUY
 -
8K
New
$880K - $884K
8K $882K
Aug 07, 2023 Q2 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
7.99K
+ 22.38%
$879K - $883K
43.7K $4.82M
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
7.85K
New
$864K - $867K
7.85K $866K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
7.77K
+ 17.69%
$855K - $858K
51.7K $5.7M
Jul 10, 2023 Q2 2023
Kwmg, LLC

BUY
 -
7.48K
+ 9.29%
$823K - $826K
88.1K $9.71M
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
7.3K
New
$803K - $806K
7.3K $805K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7.18K
+ 2.22%
$790K - $793K
331K $36.5M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
7.15K
+ 18.74%
$786K - $789K
45.3K $4.99M
Aug 08, 2023 Q2 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
7.1K
+ 6.77%
$781K - $784K
112K $12.3M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.62K
+ 33.21%
$728K - $731K
26.5K $2.93M
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
6.56K
New
$721K - $724K
6.56K $723K
Aug 14, 2023 Q2 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
6.54K
+ 174.75%
$720K - $722K
10.3K $1.13M
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
6.52K
+ 6.21%
$718K - $721K
112K $12.3M
Jul 20, 2023 Q2 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
6.44K
+ 192.95%
$708K - $711K
9.77K $1.08M
Aug 09, 2023 Q2 2023
Baker Ellis Asset Management LLC

BUY
 -
6.2K
+ 138.08%
$682K - $685K
10.7K $1.18M
Jul 13, 2023 Q2 2023
Innova Wealth Partners

BUY
 -
6K
+ 197.05%
$660K - $663K
9.05K $998K
Jul 31, 2023 Q2 2023
Astor Investment Management LLC

BUY
 -
5.92K
+ 5.65%
$651K - $654K
111K $12.2M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
5.85K
+ 102.4%
$643K - $646K
11.6K $1.27M
Aug 11, 2023 Q2 2023
Ironwood Investment Management LLC

Boston, MA
BUY
 -
5.74K
New
$631K - $634K
5.74K $633K

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