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 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$330 - $330
|
3.46K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3+ 0.03% |
$330 - $330
|
11K
$1.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.41% |
$330 - $330
|
730
$80.4K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.98% |
$220 - $220
|
206
$22.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.13% |
$110 - $110
|
758
$83.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3- 0.12% |
$330 - $330
|
2.58K
$284K
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-5- 1.54% |
$550 - $551
|
319
$35.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-9- 0.33% |
$989 - $991
|
2.69K
$296K
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-10- 66.67% |
$1.1K - $1.1K
|
5
$551
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-12- 19.35% |
$1.32K - $1.32K
|
50
$5.51K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13- 0.59% |
$1.43K - $1.43K
|
2.19K
$241K
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-22- 0.06% |
$2.42K - $2.42K
|
38.3K
$4.22M
|
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-27- 0.01% |
$2.97K - $2.97K
|
196K
$21.6M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-42- 0.43% |
$4.62K - $4.63K
|
9.77K
$1.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-56- 2.22% |
$6.16K - $6.17K
|
2.47K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-58- 1.77% |
$6.38K - $6.39K
|
3.23K
$355K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-60- 35.5% |
$6.6K - $6.61K
|
109
$12K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-60- 0.23% |
$6.6K - $6.61K
|
26.6K
$2.93M
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-79- 1.7% |
$8.68K - $8.7K
|
4.57K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-80- 1.12% |
$8.79K - $8.81K
|
7.04K
$776K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-96- 4.65% |
$10.6K - $10.6K
|
1.97K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-100- 3.31% |
$11K - $11K
|
2.93K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-101- 6.78% |
$11.1K - $11.1K
|
1.39K
$153K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-102- 0.82% |
$11.2K - $11.2K
|
12.3K
$1.35M
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-114- 3.24% |
$12.5K - $12.6K
|
3.4K
$375K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-135- 0.71% |
$14.8K - $14.9K
|
19K
$2.09M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-142- 1.45% |
$15.6K - $15.6K
|
9.63K
$1.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-160- 0.04% |
$17.6K - $17.6K
|
411K
$45.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-182- 15.66% |
$20K - $20K
|
980
$108K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 6.82% |
$22K - $22K
|
2.73K
$301K
|
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-202- 0.25% |
$22.2K - $22.2K
|
82K
$9.04M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-214- 7.65% |
$23.5K - $23.6K
|
2.58K
$285K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-220- 18.18% |
$24.2K - $24.2K
|
990
$109K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-229- 9.58% |
$25.2K - $25.2K
|
2.16K
$238K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-230- 4.27% |
$25.3K - $25.3K
|
5.16K
$568K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-244- 0.89% |
$26.8K - $26.9K
|
27.1K
$2.99M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-250- 0.4% |
$27.5K - $27.5K
|
62.9K
$6.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-250- 8.33% |
$27.5K - $27.5K
|
2.75K
$303K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-254- 9.96% |
$27.9K - $28K
|
2.3K
$253K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-263- 3.84% |
$28.9K - $29K
|
6.59K
$726K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-268- 9.99% |
$29.5K - $29.5K
|
2.42K
$266K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-280- 15.63% |
$30.8K - $30.8K
|
1.51K
$167K
|
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-291- 2.35% |
$32K - $32K
|
12.1K
$1.33M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-300- 22.8% |
$33K - $33K
|
1.02K
$112K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-315- 0.46% |
$34.6K - $34.7K
|
67.5K
$7.44M
|
|
|
Oct 13, 2022
Q3 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-345- 3.82% |
$37.9K - $38K
|
8.69K
$957K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-359- 7.93% |
$39.5K - $39.5K
|
4.17K
$459K
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-364- 11.61% |
$40K - $40.1K
|
2.77K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-377- 1.98% |
$41.4K - $41.5K
|
18.7K
$2.06M
|