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 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
5.73K+ 313.86% |
$630K - $633K
|
7.56K
$833K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
5.69K+ 10.79% |
$625K - $628K
|
58.4K
$6.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
5.51KNew |
$606K - $609K
|
5.51K
$608K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
5.34K+ 1.73% |
$588K - $590K
|
315K
$34.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.32K+ 14.46% |
$585K - $587K
|
42.1K
$4.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.18KNew |
$569K - $572K
|
5.18K
$571K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.14K+ 251.64% |
$566K - $568K
|
7.18K
$792K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.98KNew |
$548K - $550K
|
4.98K
$549K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
4.9K+ 4.29% |
$539K - $541K
|
119K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.87K+ 344.9% |
$536K - $538K
|
6.28K
$693K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.76KNew |
$524K - $526K
|
4.76K
$525K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
4.67K+ 9.24% |
$514K - $516K
|
55.2K
$6.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.56K+ 3.27% |
$502K - $504K
|
144K
$15.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
4.48KNew |
$492K - $494K
|
4.48K
$493K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
4.42K+ 52.25% |
$486K - $488K
|
12.9K
$1.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.33K+ 0.7% |
$476K - $478K
|
622K
$68.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.32K+ 144.68% |
$475K - $477K
|
7.31K
$806K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.27K+ 2.76% |
$469K - $471K
|
159K
$17.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.2KNew |
$462K - $464K
|
4.2K
$463K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
4.13K+ 13.81% |
$454K - $456K
|
34K
$3.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3.89KNew |
$428K - $429K
|
3.89K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.88KNew |
$427K - $429K
|
3.88K
$428K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.86KNew |
$424K - $426K
|
3.86K
$425K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.77K+ 17.68% |
$414K - $416K
|
25.1K
$2.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.67KNew |
$403K - $405K
|
3.67K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.63K+ 153.53% |
$399K - $401K
|
5.99K
$661K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.62KNew |
$398K - $399K
|
3.62K
$399K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.61K+ 153.7% |
$397K - $399K
|
5.96K
$657K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.61K+ 153.7% |
$397K - $399K
|
5.96K
$657K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.6K+ 39.67% |
$396K - $398K
|
12.7K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.6KNew |
$396K - $398K
|
3.6K
$397K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.57KNew |
$392K - $394K
|
3.57K
$393K
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
3.49K+ 3.86% |
$384K - $386K
|
94K
$10.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
3.49KNew |
$384K - $385K
|
3.49K
$385K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.43K+ 74.74% |
$378K - $379K
|
8.02K
$885K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.37K+ 7.35% |
$371K - $373K
|
49.2K
$5.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.36K+ 42.78% |
$370K - $371K
|
11.2K
$1.24M
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
3.36K+ 1.11% |
$369K - $371K
|
305K
$33.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.33KNew |
$367K - $368K
|
3.33K
$367K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.33K+ 17.27% |
$366K - $367K
|
22.6K
$2.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.17K+ 40.59% |
$349K - $351K
|
11K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 20.22% |
$349K - $350K
|
18.9K
$2.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.97KNew |
$327K - $328K
|
2.97K
$328K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.91K+ 71.7% |
$320K - $321K
|
6.97K
$768K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.9KNew |
$319K - $320K
|
2.9K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.87KNew |
$316K - $317K
|
2.87K
$316K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.74K+ 32.5% |
$302K - $303K
|
11.2K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.64KNew |
$290K - $291K
|
2.64K
$291K
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.58K+ 8.92% |
$284K - $285K
|
31.5K
$3.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
2.49KNew |
$273K - $275K
|
2.49K
$274K
|