Purchases and Sales Made in Q3 2022 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
14.3M+ 87758.31% |
$1.58B - $1.58B
|
14.4M
$1.58B
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.46MNew |
$270M - $271M
|
2.46M
$271M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.62M+ 2154.97% |
$179M - $179M
|
1.7M
$187M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.62M+ 2154.97% |
$179M - $179M
|
1.7M
$187M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
831K+ 18328.42% |
$91.4M - $91.5M
|
836K
$92.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
710K+ 38.13% |
$78M - $78.2M
|
2.57M
$283M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
665K+ 192.76% |
$73.1M - $73.3M
|
1.01M
$111M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
665K+ 192.76% |
$73.1M - $73.3M
|
1.01M
$111M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
541K+ 10.14% |
$59.4M - $59.6M
|
5.88M
$647M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
539K+ 18.12% |
$59.3M - $59.4M
|
3.51M
$387M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
478K+ 12.62% |
$52.5M - $52.6M
|
4.26M
$470M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
409KNew |
$45M - $45.1M
|
409K
$45.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
373K+ 26.15% |
$41M - $41.1M
|
1.8M
$198M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
362K+ 49.78% |
$39.8M - $39.8M
|
1.09M
$120M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
329K+ 798.88% |
$36.1M - $36.2M
|
370K
$40.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
317K+ 52.38% |
$34.8M - $34.9M
|
922K
$102M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
310K+ 43.83% |
$34M - $34.1M
|
1.02M
$112M
|
|
|
Oct 24, 2022
Q3 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
253KNew |
$27.8M - $27.8M
|
253K
$27.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
241K+ 107.34% |
$26.5M - $26.5M
|
465K
$51.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
239KNew |
$26.3M - $26.3M
|
239K
$26.3M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
210KNew |
$23.1M - $23.1M
|
210K
$23.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
208K+ 79.34% |
$22.9M - $22.9M
|
471K
$51.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
205KNew |
$22.5M - $22.6M
|
205K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
200KNew |
$22M - $22.1M
|
200K
$22.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
181K+ 72.55% |
$19.9M - $20M
|
432K
$47.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
180K+ 2.5% |
$19.8M - $19.8M
|
7.39M
$814M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
174K+ 1020.58% |
$19.1M - $19.2M
|
191K
$21M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
168KNew |
$18.4M - $18.5M
|
168K
$18.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
162KNew |
$17.8M - $17.9M
|
162K
$17.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
160KNew |
$17.6M - $17.6M
|
160K
$17.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
152K+ 70.78% |
$16.7M - $16.8M
|
368K
$40.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
150KNew |
$16.5M - $16.5M
|
150K
$16.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
149KNew |
$16.4M - $16.4M
|
149K
$16.4M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
141K+ 587.22% |
$15.5M - $15.5M
|
165K
$18.2M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
135K+ 32.35% |
$14.9M - $14.9M
|
553K
$60.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
132K+ 125.53% |
$14.5M - $14.5M
|
236K
$26M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
111K+ 129.4% |
$12.2M - $12.3M
|
198K
$21.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
109K+ 86.42% |
$12M - $12M
|
235K
$25.9M
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
107KNew |
$11.7M - $11.7M
|
107K
$11.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
107KNew |
$11.7M - $11.7M
|
107K
$11.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
105K+ 11.64% |
$11.6M - $11.6M
|
1.01M
$111M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
98.6K+ 34.7% |
$10.8M - $10.9M
|
383K
$42.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
95.7KNew |
$10.5M - $10.5M
|
95.7K
$10.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
86.1K+ 62.15% |
$9.47M - $9.49M
|
225K
$24.8M
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
79.6KNew |
$8.75M - $8.77M
|
79.6K
$8.77M
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
79.6K+ 550.09% |
$8.75M - $8.77M
|
94.1K
$10.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
77.3KNew |
$8.5M - $8.51M
|
77.3K
$8.52M
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
76.5KNew |
$8.41M - $8.43M
|
76.5K
$8.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
73.6K+ 3205.19% |
$8.09M - $8.1M
|
75.9K
$8.36M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
72.7K+ 23.42% |
$7.99M - $8.01M
|
383K
$42.2M
|