Purchases and Sales Made in Q3 2022 in Ishares Tr (SHV)

SHV Quotes by TradingView

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
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
71.4K
+ 133.33%
$7.85M - $7.86M
125K $13.8M
Nov 14, 2022 Q3 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
68.1K
+ 492.28%
$7.49M - $7.5M
82K $9.05M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
66.1K
+ 38.34%
$7.26M - $7.28M
238K $26.3M
Oct 26, 2022 Q3 2022
Wbi Investments, Inc.

BUY
 -
63.3K
+ 260.83%
$6.95M - $6.97M
87.5K $9.66M
Nov 14, 2022 Q3 2022
Wealth Alliance

Mellville, NY
BUY
 -
61.8K
+ 1702.62%
$6.79M - $6.8M
65.4K $7.22M
Nov 10, 2022 Q3 2022
Mirae Asset Global Investments Co., Ltd.

BUY
 -
58K
New
$6.38M - $6.39M
58K $6.41M
Nov 15, 2022 Q3 2022
State Street Corp

Boston, MA
BUY
 -
57.3K
New
$6.3M - $6.31M
57.3K $6.32M
Oct 13, 2022 Q3 2022
Raub Brock Capital Management LP

BUY
 -
55.5K
+ 22.23%
$6.1M - $6.11M
305K $33.7M
Oct 12, 2022 Q3 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
52.3K
New
$5.75M - $5.76M
52.3K $5.77M
Nov 14, 2022 Q3 2022
Tcwp LLC

Tampa, FL
BUY
 -
49.9K
New
$5.48M - $5.49M
49.9K $5.5M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
44.5K
+ 33.58%
$4.89M - $4.9M
177K $19.5M
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
44.5K
+ 206.05%
$4.89M - $4.9M
66K $7.29M
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
43.4K
+ 3.26%
$4.77M - $4.78M
1.37M $152M
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
43.3K
+ 28.18%
$4.75M - $4.76M
197K $21.7M
Nov 10, 2022 Q3 2022
Retirement Capital Strategies

BUY
 -
43K
New
$4.73M - $4.74M
43K $4.75M
Sep 25, 2024 Q3 2022
Paragon Capital Management Inc

Provo, UT
BUY
 -
41.2K
+ 67.0%
$4.53M - $4.54M
103K $11.3M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
40.5K
+ 330.51%
$4.45M - $4.46M
52.7K $5.82M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
39.6K
New
$4.35M - $4.36M
39.6K $4.37M
Nov 10, 2022 Q3 2022
Surience Private Wealth LLC

BUY
 -
38.9K
New
$4.28M - $4.29M
38.9K $4.29M
Oct 18, 2022 Q3 2022
Bull Oak Capital, LLC

San Diego, CA
BUY
 -
37.9K
New
$4.16M - $4.17M
37.9K $4.18M
Nov 10, 2022 Q3 2022
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
36.7K
+ 533.79%
$4.04M - $4.05M
43.6K $4.82M
Oct 31, 2022 Q3 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
36.5K
New
$4.01M - $4.02M
36.5K $4.03M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
36.1K
+ 8.39%
$3.96M - $3.97M
466K $51.4M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
33.9K
+ 305.32%
$3.73M - $3.73M
45K $4.97M
Nov 14, 2022 Q3 2022
Lake Street Advisors Group, LLC

BUY
 -
30.6K
+ 258.31%
$3.37M - $3.37M
42.5K $4.69M
Sep 06, 2024 Q3 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
30.5K
New
$3.35M - $3.35M
30.5K $3.36M
Nov 14, 2022 Q3 2022
Advisory Research Inc

Chicago, IL
BUY
 -
30.4K
New
$3.35M - $3.35M
30.4K $3.36M
Nov 01, 2022 Q3 2022
Hartline Investment Corp

Winnetka, IL
BUY
 -
30.3K
New
$3.33M - $3.34M
30.3K $3.35M
Nov 08, 2022 Q3 2022
Erts Wealth Advisors, LLC

BUY
 -
29K
+ 420.34%
$3.19M - $3.19M
35.9K $3.96M
Oct 21, 2022 Q3 2022
Delta Investment Management, LLC

BUY
 -
28.4K
+ 97.81%
$3.12M - $3.13M
57.4K $6.34M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
28.1K
+ 623.73%
$3.09M - $3.1M
32.6K $3.6M
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
28K
New
$3.08M - $3.09M
28K $3.09M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
27.9K
+ 44.73%
$3.07M - $3.08M
90.3K $9.97M
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
25.4K
+ 44.66%
$2.79M - $2.79M
82.2K $9.07M
Oct 11, 2022 Q3 2022
Proficio Capital Partners LLC

Newton, MA
BUY
 -
25.3K
+ 59.95%
$2.78M - $2.78M
67.4K $7.44M
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
24.2K
+ 46.25%
$2.66M - $2.67M
76.5K $8.45M
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
24.2K
+ 46.25%
$2.66M - $2.67M
76.5K $8.45M
Nov 03, 2022 Q3 2022
Gamble Jones Investment Counsel

BUY
 -
24.1K
+ 23.97%
$2.65M - $2.66M
125K $13.8M
Nov 07, 2022 Q3 2022
Efg Asset Management (Americas) Corp.

BUY
 -
23.9K
New
$2.63M - $2.64M
23.9K $2.64M
Oct 31, 2022 Q3 2022
One Day In July LLC

BUY
 -
22K
+ 77.85%
$2.42M - $2.43M
50.4K $5.56M
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
22K
+ 82.98%
$2.42M - $2.42M
48.5K $5.35M
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
21.6K
+ 19.49%
$2.38M - $2.38M
133K $14.6M
Oct 21, 2022 Q3 2022
Alpha Star Capital Management, LLC

BUY
 -
21.5K
New
$2.37M - $2.37M
21.5K $2.37M
Nov 03, 2022 Q3 2022
Private Capital Management LLC

BUY
 -
21.5K
New
$2.36M - $2.36M
21.5K $2.37M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
21.5K
New
$2.36M - $2.36M
21.5K $2.37M
Nov 01, 2022 Q3 2022
Lowe Brockenbrough & CO Inc

BUY
 -
21.2K
+ 40.96%
$2.33M - $2.33M
72.8K $8.04M
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
20.6K
+ 11.4%
$2.26M - $2.27M
201K $22.2M
Nov 14, 2022 Q3 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
20.4K
New
$2.25M - $2.25M
20.4K $2.25M
Oct 04, 2022 Q3 2022
Weaver Consulting Group

BUY
 -
20.2K
+ 138.93%
$2.22M - $2.22M
34.7K $3.83M

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