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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20.1K+ 89.14% |
$2.21M - $2.22M
|
42.7K
$4.71M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
19.7KNew |
$2.16M - $2.17M
|
19.7K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
19.5KNew |
$2.15M - $2.15M
|
19.5K
$2.16M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18.2K+ 21.25% |
$2M - $2M
|
104K
$11.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
18.2KNew |
$2M - $2M
|
18.2K
$2M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
18.1K+ 51.48% |
$1.99M - $1.99M
|
53.2K
$5.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
17.8K+ 99.01% |
$1.96M - $1.96M
|
35.9K
$3.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.3K+ 133.11% |
$1.91M - $1.91M
|
30.4K
$3.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
17.2KNew |
$1.89M - $1.9M
|
17.2K
$1.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
17.1KNew |
$1.88M - $1.88M
|
17.1K
$1.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.7K+ 41.48% |
$1.83M - $1.84M
|
56.9K
$6.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.9K+ 100.71% |
$1.75M - $1.76M
|
31.8K
$3.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
15.5K+ 34.91% |
$1.7M - $1.7M
|
59.7K
$6.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.4K+ 12.44% |
$1.69M - $1.69M
|
139K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
BUY
|
- |
15.4K+ 10.54% |
$1.69M - $1.69M
|
161K
$17.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
15.2KNew |
$1.67M - $1.67M
|
15.2K
$1.68M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
15KNew |
$1.64M - $1.65M
|
15K
$1.65M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.9K+ 91.94% |
$1.64M - $1.64M
|
31.1K
$3.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14.8KNew |
$1.63M - $1.63M
|
14.8K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
14.8K+ 21.79% |
$1.62M - $1.63M
|
82.5K
$9.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.7KNew |
$1.61M - $1.62M
|
14.7K
$1.62M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.4K+ 1.53% |
$1.59M - $1.59M
|
957K
$106M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.1KNew |
$1.55M - $1.55M
|
14.1K
$1.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.4K+ 95.82% |
$1.47M - $1.48M
|
27.4K
$3.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.4KNew |
$1.47M - $1.47M
|
13.4K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
12.7KNew |
$1.4M - $1.4M
|
12.7K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
11.9KNew |
$1.31M - $1.32M
|
11.9K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.9K+ 329.57% |
$1.31M - $1.31M
|
15.6K
$1.72M
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
11.9K+ 15.96% |
$1.31M - $1.31M
|
86.4K
$9.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
11.8KNew |
$1.3M - $1.3M
|
11.8K
$1.31M
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$1.25M - $1.25M
|
11.4K
$1.26M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 71.66% |
$1.18M - $1.18M
|
25.7K
$2.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.7K+ 199.63% |
$1.17M - $1.18M
|
16K
$1.77M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10.5KNew |
$1.16M - $1.16M
|
10.5K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.1K+ 16.24% |
$1.11M - $1.11M
|
72.1K
$7.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
9.99KNew |
$1.1M - $1.1M
|
9.99K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.88KNew |
$1.09M - $1.09M
|
9.88K
$1.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
9.66K+ 81.83% |
$1.06M - $1.06M
|
21.5K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
9.47K+ 2.6% |
$1.04M - $1.04M
|
374K
$41.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.16KNew |
$1.01M - $1.01M
|
9.16K
$1.01M
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.91K+ 121.15% |
$979K - $981K
|
16.3K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
8.76K+ 53.94% |
$963K - $965K
|
25K
$2.76M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.74K+ 223.52% |
$960K - $962K
|
12.6K
$1.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
8.08K+ 3.55% |
$888K - $889K
|
235K
$26M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.07KNew |
$887K - $888K
|
8.07K
$890K
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
7.88K+ 22.95% |
$866K - $868K
|
42.2K
$4.66M
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
7.78K+ 91.18% |
$855K - $856K
|
16.3K
$1.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.18KNew |
$789K - $791K
|
7.18K
$793K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.12K+ 11.1% |
$782K - $784K
|
71.2K
$7.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.08K+ 55.05% |
$778K - $780K
|
19.9K
$2.2M
|