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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.47K+ 86.95% |
$271K - $272K
|
5.3K
$584K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.44KNew |
$268K - $269K
|
2.44K
$268K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
2.35KNew |
$258K - $259K
|
2.35K
$259K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.31K+ 18.57% |
$255K - $256K
|
14.8K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.31K+ 6.39% |
$254K - $255K
|
38.5K
$4.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.29K+ 1.0% |
$252K - $253K
|
231K
$25.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.28K+ 21.34% |
$250K - $251K
|
12.9K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.23KNew |
$245K - $246K
|
2.23K
$245K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.22KNew |
$244K - $245K
|
2.22K
$245K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.19K+ 2.82% |
$241K - $242K
|
80K
$8.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.16K+ 10.17% |
$237K - $238K
|
23.4K
$2.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.06K+ 4.9% |
$226K - $227K
|
44K
$4.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.99KNew |
$219K - $220K
|
1.99K
$219K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.91KNew |
$210K - $211K
|
1.91K
$211K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.81K+ 63.75% |
$199K - $200K
|
4.65K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.76K+ 6.56% |
$193K - $194K
|
28.5K
$3.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.57K+ 15.48% |
$173K - $173K
|
11.7K
$1.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
1.56K+ 19.53% |
$171K - $172K
|
9.52K
$1.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.46K+ 1.53% |
$161K - $161K
|
97.1K
$10.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.45KNew |
$160K - $160K
|
1.45K
$160K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.45K+ 44.28% |
$159K - $160K
|
4.72K
$519K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.44K+ 7.86% |
$159K - $159K
|
19.8K
$2.18M
|
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.41K+ 1.12% |
$155K - $156K
|
128K
$14.1M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.36K+ 1199.12% |
$149K - $150K
|
1.47K
$162K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.31K+ 0.8% |
$145K - $145K
|
167K
$18.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1.29K+ 42.6% |
$142K - $142K
|
4.31K
$474K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.27K+ 36.47% |
$140K - $140K
|
4.75K
$523K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.23K+ 20.59% |
$135K - $135K
|
7.18K
$791K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.12K+ 61.84% |
$123K - $124K
|
2.93K
$323K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.1K+ 36.03% |
$121K - $121K
|
4.14K
$456K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.09K+ 1.22% |
$120K - $120K
|
90.1K
$9.93M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 5.58% |
$119K - $120K
|
20.5K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.04K+ 7.01% |
$114K - $114K
|
15.8K
$1.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
962+ 9.6% |
$106K - $106K
|
11K
$1.21M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
953New |
$105K - $105K
|
953
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
915+ 32.08% |
$101K - $101K
|
3.77K
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
855+ 0.09% |
$94.1K - $94.4K
|
928K
$102M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
854+ 10.88% |
$93.9K - $94.3K
|
8.7K
$959K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
845+ 26.53% |
$93K - $93.3K
|
4.03K
$444K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
840+ 12.63% |
$92.4K - $92.8K
|
7.49K
$825K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
761+ 51.35% |
$83.7K - $84.1K
|
2.24K
$247K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
727New |
$80K - $80.3K
|
727
$80.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
697+ 15.62% |
$76.7K - $77K
|
5.16K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
637New |
$70.1K - $70.4K
|
637
$70.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
589+ 3.69% |
$64.8K - $65.1K
|
16.6K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
584New |
$64.2K - $64.5K
|
584
$64.3K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
551+ 11.01% |
$60.6K - $60.9K
|
5.56K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
537+ 3.48% |
$59.1K - $59.3K
|
16K
$1.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
510New |
$56.1K - $56.3K
|
510
$56.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
495New |
$54.5K - $54.7K
|
495
$54.5K
|