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 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
400New |
$44K - $44.1K
|
400
$44.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
378+ 0.56% |
$41.5K - $41.6K
|
67.4K
$7.42M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
359+ 0.75% |
$39.5K - $39.5K
|
48.4K
$5.33M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
326+ 12.91% |
$35.8K - $35.9K
|
2.85K
$314K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
318+ 1.25% |
$35K - $35K
|
25.9K
$2.85M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
300+ 4.88% |
$33K - $33K
|
6.45K
$711K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
288+ 6.11% |
$31.7K - $31.7K
|
5K
$551K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
269+ 12.66% |
$29.6K - $29.6K
|
2.39K
$264K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
263+ 46.55% |
$28.9K - $29K
|
828
$91.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
260+ 3.66% |
$28.6K - $28.6K
|
7.36K
$811K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
258+ 213.22% |
$28.4K - $28.4K
|
379
$41.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
250New |
$27.5K - $27.5K
|
250
$27.6K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
230+ 2.71% |
$25.3K - $25.3K
|
8.73K
$962K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
214+ 18.8% |
$23.5K - $23.6K
|
1.35K
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
203+ 1.85% |
$22.3K - $22.4K
|
11.2K
$1.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Sicart Associates LLC
|
BUY
|
- |
200+ 1.99% |
$22K - $22K
|
10.3K
$1.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
174+ 3.47% |
$19.1K - $19.2K
|
5.19K
$572K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
171New |
$18.8K - $18.8K
|
171
$18.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
169+ 3.05% |
$18.6K - $18.6K
|
5.7K
$629K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
165+ 2.69% |
$18.1K - $18.2K
|
6.3K
$694K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
113+ 1.5% |
$12.4K - $12.4K
|
7.66K
$844K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
92+ 22.66% |
$10.1K - $10.1K
|
498
$54.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
84New |
$9.23K - $9.25K
|
84
$9.26K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
83New |
$9.12K - $9.14K
|
83
$9.15K
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
81+ 3.8% |
$8.9K - $8.92K
|
2.21K
$244K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
78+ 3.2% |
$8.57K - $8.59K
|
2.51K
$277K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
75+ 441.18% |
$8.24K - $8.26K
|
92
$10.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
66+ 1.36% |
$7.25K - $7.27K
|
4.92K
$542K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
65New |
$7.14K - $7.16K
|
65
$7.16K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
65New |
$7.14K - $7.16K
|
65
$7.16K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
64New |
$7.03K - $7.05K
|
64
$7.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
49+ 1.93% |
$5.39K - $5.4K
|
2.59K
$285K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
48New |
$5.28K - $5.29K
|
48
$5.29K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
25+ 0.76% |
$2.75K - $2.75K
|
3.31K
$365K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
18+ 0.34% |
$1.98K - $1.98K
|
5.28K
$581K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
16+ 0.52% |
$1.76K - $1.76K
|
3.11K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
15+ 0.22% |
$1.65K - $1.65K
|
6.76K
$745K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 0.33% |
$1.43K - $1.43K
|
3.92K
$432K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
13New |
$1.43K - $1.43K
|
13
$1.43K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 17.46% |
$1.21K - $1.21K
|
74
$8.15K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
11+ 0.12% |
$1.21K - $1.21K
|
9.56K
$1.05M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
10+ 0.32% |
$1.1K - $1.1K
|
3.15K
$347K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
10+ 0.47% |
$1.1K - $1.1K
|
2.12K
$234K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.33% |
$879 - $881
|
2.4K
$264K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$879 - $881
|
8
$882
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6+ 0.32% |
$660 - $661
|
1.85K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5New |
$550 - $551
|
5
$551
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.11% |
$440 - $441
|
3.72K
$410K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.38% |
$440 - $441
|
1.05K
$116K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.14% |
$440 - $441
|
2.81K
$310K
|