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 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
29+ 0.88% |
$3.19K - $3.2K
|
3.32K
$366K
|
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
23+ 1.06% |
$2.53K - $2.54K
|
2.18K
$240K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21+ 1.14% |
$2.31K - $2.32K
|
1.86K
$205K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
21+ 0.09% |
$2.31K - $2.32K
|
24.4K
$2.69M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18+ 5.96% |
$1.98K - $1.99K
|
320
$35.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
16+ 0.07% |
$1.76K - $1.77K
|
24.3K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 1.13% |
$1.65K - $1.66K
|
1.35K
$148K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 6.39% |
$1.54K - $1.55K
|
233
$25.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
10+ 0.15% |
$1.1K - $1.1K
|
6.76K
$744K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
8+ 0.68% |
$880 - $884
|
1.19K
$131K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6+ 0.22% |
$660 - $663
|
2.71K
$298K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5+ 0.08% |
$550 - $552
|
6.17K
$679K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.72% |
$110 - $110
|
59
$6.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.66% |
$110 - $110
|
153
$16.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$110 - $110
|
7.08K
$780K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.56% |
$110 - $110
|
176
$19.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 28.57% |
$220 - $221
|
5
$551
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 1.43% |
$660 - $663
|
413
$45.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 0.38% |
$990 - $994
|
2.35K
$258K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-11- 57.89% |
$1.21K - $1.21K
|
8
$881
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13- 0.31% |
$1.43K - $1.44K
|
4.25K
$468K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-24- 0.13% |
$2.64K - $2.65K
|
18.9K
$2.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-28- 0.25% |
$3.08K - $3.09K
|
11.2K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30- 1.34% |
$3.3K - $3.31K
|
2.2K
$243K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-34- 49.28% |
$3.74K - $3.76K
|
35
$3.85K
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-38- 0.95% |
$4.18K - $4.2K
|
3.97K
$437K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-39- 0.4% |
$4.29K - $4.31K
|
9.65K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-54- 1.13% |
$5.94K - $5.96K
|
4.72K
$519K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-57- 1.88% |
$6.27K - $6.3K
|
2.98K
$328K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-59- 0.85% |
$6.49K - $6.52K
|
6.92K
$762K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-67- 12.03% |
$7.37K - $7.4K
|
490
$54K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-68- 0.34% |
$7.48K - $7.51K
|
20.1K
$2.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-100- 25.51% |
$11K - $11K
|
292
$32.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-105- 1.12% |
$11.6K - $11.6K
|
9.27K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-113- 4.8% |
$12.4K - $12.5K
|
2.24K
$247K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-118- 6.25% |
$13K - $13K
|
1.77K
$195K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-121- 11.16% |
$13.3K - $13.4K
|
963
$106K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-133- 2.4% |
$14.6K - $14.7K
|
5.4K
$595K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-135- 2.05% |
$14.9K - $14.9K
|
6.44K
$710K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-145- 3.8% |
$16K - $16K
|
3.67K
$404K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-175- 2.62% |
$19.3K - $19.3K
|
6.52K
$718K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-190- 2.67% |
$20.9K - $21K
|
6.92K
$762K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-200- 0.25% |
$22K - $22.1K
|
80.3K
$8.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Sicart Associates LLC
|
SELL
|
- |
-200- 1.21% |
$22K - $22.1K
|
16.3K
$1.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-202- 19.94% |
$22.2K - $22.3K
|
811
$89.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-208- 3.09% |
$22.9K - $23K
|
6.53K
$719K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-229- 1.62% |
$25.2K - $25.3K
|
13.9K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-239- 0.11% |
$26.3K - $26.4K
|
208K
$22.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-242- 0.55% |
$26.6K - $26.7K
|
44K
$4.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-242- 0.05% |
$26.6K - $26.7K
|
517K
$57M
|