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 17, 2023 Q3 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
2.14K
New
$235K - $235K
2.14K $235K
Nov 10, 2022 Q3 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
2.13K
+ 216.46%
$234K - $235K
3.11K $343K
Nov 09, 2022 Q3 2022
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
2.13K
New
$234K - $234K
2.13K $235K
Nov 14, 2022 Q3 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
2.11K
New
$232K - $232K
2.11K $233K
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
2.07K
+ 12.83%
$227K - $228K
18.2K $2M
Oct 21, 2022 Q3 2022
Cadinha & CO LLC

BUY
 -
2.06K
+ 9.89%
$227K - $227K
22.9K $2.53M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
2.02K
New
$222K - $222K
2.02K $222K
Oct 26, 2022 Q3 2022
Kwmg, LLC

BUY
 -
1.97K
+ 2.47%
$217K - $217K
81.7K $9.01M
Oct 11, 2022 Q3 2022
Wiser Wealth Management, Inc

BUY
 -
1.83K
New
$201K - $201K
1.83K $201K
Oct 19, 2022 Q3 2022
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
1.79K
+ 1.74%
$197K - $197K
105K $11.5M
Jan 02, 2024 Q3 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
1.75K
+ 206.74%
$192K - $193K
2.6K $286K
Nov 10, 2022 Q3 2022
Pictet Bank & Trust LTD

BUY
 -
1.53K
+ 17.0%
$168K - $168K
10.5K $1.16M
Oct 25, 2022 Q3 2022
Precision Wealth Strategies, LLC

BUY
 -
1.52K
+ 10.47%
$167K - $167K
16K $1.77M
Oct 26, 2022 Q3 2022
Connable Office Inc

BUY
 -
1.5K
+ 0.74%
$165K - $165K
204K $22.5M
Nov 09, 2022 Q3 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
1.45K
+ 3.57%
$159K - $160K
42K $4.63M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
1.44K
+ 147.33%
$158K - $158K
2.41K $265K
Nov 01, 2022 Q3 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.3K
+ 13.98%
$143K - $143K
10.6K $1.17M
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

BUY
 -
1.2K
+ 25.41%
$131K - $132K
5.9K $650K
Dec 02, 2022 Q3 2022
Values First Advisors, Inc.

BUY
 -
1.19K
+ 2.8%
$131K - $131K
43.7K $4.81M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
1.17K
+ 5.03%
$129K - $129K
24.5K $2.69M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
1.16K
New
$128K - $128K
1.16K $128K
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
1.04K
+ 18.21%
$115K - $115K
6.77K $746K
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
995
+ 0.63%
$109K - $110K
158K $17.4M
Nov 15, 2022 Q3 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
929
+ 23.92%
$102K - $102K
4.81K $530K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
911
New
$100K - $100K
911 $100K
Oct 05, 2022 Q3 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
874
+ 23.86%
$96.1K - $96.3K
4.54K $500K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
822
+ 9.31%
$90.4K - $90.5K
9.65K $1.06M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
792
+ 8.77%
$87.1K - $87.2K
9.82K $1.08M
Oct 25, 2022 Q3 2022
Morris Financial Concepts, Inc.

BUY
 -
752
+ 255.78%
$82.7K - $82.8K
1.05K $115K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
742
+ 34.07%
$81.6K - $81.7K
2.92K $322K
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
732
New
$80.5K - $80.6K
732 $80.7K
Nov 09, 2022 Q3 2022
J. W. Coons Advisors, LLC

BUY
 -
715
+ 8.51%
$78.6K - $78.7K
9.12K $1.01M
Nov 10, 2022 Q3 2022
Private Advisory Group LLC

Redmond, WA
BUY
 -
685
+ 4.59%
$75.3K - $75.4K
15.6K $1.72M
Oct 27, 2022 Q3 2022
Financial Management Professionals, Inc.

BUY
 -
675
+ 18.14%
$74.2K - $74.3K
4.4K $484K
Nov 14, 2022 Q3 2022
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
644
+ 3.34%
$70.8K - $70.9K
19.9K $2.19M
Nov 14, 2022 Q3 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
639
+ 4.07%
$70.2K - $70.4K
16.3K $1.8M
Nov 14, 2022 Q3 2022
Palladiem, LLC

BUY
 -
630
+ 4.85%
$69.2K - $69.4K
13.6K $1.5M
Jul 17, 2024 Q3 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
628
+ 134.76%
$69K - $69.2K
1.09K $121K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
610
+ 33.1%
$67.1K - $67.2K
2.45K $270K
Nov 14, 2022 Q3 2022
Lazard Asset Management LLC

New York, NY
BUY
 -
598
+ 9.26%
$65.7K - $65.9K
7.06K $778K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
596
+ 29.8%
$65.5K - $65.6K
2.6K $286K
Oct 24, 2022 Q3 2022
Mc Adam, LLC

BUY
 -
560
+ 0.96%
$61.6K - $61.7K
58.7K $6.47M
Oct 14, 2022 Q3 2022
Carmel Capital Partners, LLC

BUY
 -
514
+ 3.24%
$56.5K - $56.6K
16.4K $1.81M
Oct 21, 2022 Q3 2022
Whittier Trust CO

BUY
 -
490
+ 66.94%
$53.9K - $54K
1.22K $135K
Mar 14, 2023 Q3 2022
Private Portfolio Partners LLC

BUY
 -
463
+ 3.14%
$50.9K - $51K
15.2K $1.68M
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
454
New
$49.9K - $50K
454 $50K
Nov 09, 2022 Q3 2022
Pecaut & Co.

BUY
 -
445
+ 8.91%
$48.9K - $49K
5.44K $599K
Oct 20, 2022 Q3 2022
Baker Tilly Wealth Management, LLC

BUY
 -
430
+ 15.96%
$47.3K - $47.4K
3.13K $344K
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
427
+ 0.1%
$46.9K - $47K
430K $47.4M

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