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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
7.08KNew |
$778K - $779K
|
7.08K
$780K
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.83KNew |
$751K - $752K
|
6.83K
$753K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6.5K+ 57.35% |
$715K - $716K
|
17.8K
$1.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
BUY
|
- |
6.5K+ 108.79% |
$714K - $716K
|
12.5K
$1.37M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
6.02K+ 22.54% |
$662K - $663K
|
32.7K
$3.61M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.84KNew |
$642K - $643K
|
5.84K
$644K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
5.69K+ 36.31% |
$625K - $626K
|
21.3K
$2.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.54K+ 1107.0% |
$608K - $610K
|
6.04K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.43K+ 190.86% |
$597K - $598K
|
8.27K
$912K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.4K+ 8.94% |
$593K - $595K
|
65.8K
$7.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.4KNew |
$593K - $594K
|
5.4K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.36KNew |
$589K - $590K
|
5.36K
$591K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.34KNew |
$587K - $588K
|
5.34K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.14K+ 13.37% |
$565K - $567K
|
43.6K
$4.81M
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
5.06KNew |
$556K - $557K
|
5.06K
$558K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.97KNew |
$546K - $547K
|
4.97K
$547K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.92K+ 7.76% |
$540K - $541K
|
68.3K
$7.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.76KNew |
$523K - $524K
|
4.76K
$524K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.72K+ 40.77% |
$519K - $520K
|
16.3K
$1.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.59K+ 314.18% |
$504K - $505K
|
6.05K
$666K
|
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
4.43KNew |
$487K - $488K
|
4.43K
$488K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.38K+ 5.33% |
$482K - $483K
|
86.6K
$9.54M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.16K+ 232.09% |
$457K - $458K
|
5.95K
$656K
|
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
4.14KNew |
$455K - $456K
|
4.14K
$456K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
4.06K+ 37.49% |
$446K - $447K
|
14.9K
$1.64M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
3.92KNew |
$431K - $432K
|
3.92K
$432K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
BUY
|
- |
3.69KNew |
$405K - $406K
|
3.69K
$407K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.65KNew |
$401K - $402K
|
3.65K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
3.62KNew |
$398K - $399K
|
3.62K
$399K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
3.56KNew |
$391K - $392K
|
3.56K
$392K
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
3.28K+ 14.17% |
$361K - $361K
|
26.4K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.24KNew |
$356K - $357K
|
3.24K
$357K
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.2K+ 1.87% |
$352K - $352K
|
175K
$19.2M
|
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
BUY
|
- |
3.17KNew |
$349K - $349K
|
3.17K
$349K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3.06KNew |
$337K - $337K
|
3.06K
$338K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.03K+ 154.81% |
$333K - $333K
|
4.98K
$549K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3K+ 4.89% |
$330K - $331K
|
64.4K
$7.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Tuttle Capital Management, LLC
|
BUY
|
- |
3KNew |
$330K - $330K
|
3K
$331K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
2.68KNew |
$295K - $295K
|
2.68K
$296K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
2.63KNew |
$289K - $290K
|
2.63K
$290K
|
|
|
Nov 03, 2022
Q3 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.61K+ 92.06% |
$287K - $287K
|
5.45K
$600K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.6K+ 42.35% |
$286K - $287K
|
8.75K
$964K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
2.5KNew |
$275K - $276K
|
2.5K
$276K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.41KNew |
$265K - $265K
|
2.41K
$265K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.27KNew |
$250K - $250K
|
2.27K
$250K
|
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.23KNew |
$245K - $245K
|
2.23K
$246K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
2.22KNew |
$244K - $244K
|
2.22K
$245K
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
BUY
|
- |
2.19KNew |
$241K - $242K
|
2.19K
$242K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
2.19K+ 0.9% |
$240K - $241K
|
245K
$27M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.19KNew |
$240K - $241K
|
2.19K
$241K
|