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 23, 2022
Q3 2022
|
Gould Capital, LLC
|
SELL
|
- |
-386- 1.09% |
$42.4K - $42.5K
|
34.9K
$3.85M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-411- 13.42% |
$45.2K - $45.3K
|
2.65K
$292K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-423- 19.06% |
$46.5K - $46.6K
|
1.8K
$198K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-441- 41.41% |
$48.5K - $48.6K
|
624
$68.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-478- 17.71% |
$52.5K - $52.6K
|
2.22K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-485- 6.34% |
$53.3K - $53.4K
|
7.16K
$789K
|
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-550- 11.31% |
$60.5K - $60.6K
|
4.32K
$476K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-556- 9.86% |
$61.1K - $61.2K
|
5.08K
$560K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-571- 1.22% |
$62.8K - $62.9K
|
46.1K
$5.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-605- 5.55% |
$66.5K - $66.6K
|
10.3K
$1.13M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-624- 0.59% |
$68.6K - $68.7K
|
105K
$11.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-626- 0.45% |
$68.8K - $68.9K
|
139K
$15.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-644- 8.14% |
$70.8K - $70.9K
|
7.27K
$801K
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-702- 18.97% |
$77.2K - $77.3K
|
3K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-718- 5.22% |
$78.9K - $79.1K
|
13K
$1.44M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-723- 21.92% |
$79.5K - $79.6K
|
2.58K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-744- 59.95% |
$81.8K - $81.9K
|
497
$54.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-752- 3.01% |
$82.7K - $82.8K
|
24.3K
$2.67M
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-790- 4.74% |
$86.8K - $87K
|
15.9K
$1.75M
|
|
|
Oct 26, 2022
Q3 2022
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-837- 16.63% |
$92K - $92.2K
|
4.2K
$462K
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-839- 6.38% |
$92.2K - $92.4K
|
12.3K
$1.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-848- 5.01% |
$93.2K - $93.4K
|
16.1K
$1.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-901- 4.22% |
$99K - $99.2K
|
20.5K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.02K- 3.31% |
$112K - $112K
|
29.8K
$3.28M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.03K- 2.78% |
$113K - $113K
|
35.9K
$3.95M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-1.14K- 20.29% |
$125K - $125K
|
4.46K
$492K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.15K- 14.2% |
$126K - $127K
|
6.95K
$766K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.16K- 4.07% |
$127K - $127K
|
27.2K
$3M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.16K- 4.07% |
$127K - $127K
|
27.2K
$3M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 34.68% |
$128K - $128K
|
2.19K
$241K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 4.23% |
$130K - $130K
|
26.8K
$2.95M
|
|
|
Oct 21, 2022
Q3 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.24K- 4.51% |
$136K - $136K
|
26.2K
$2.89M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 25.71% |
$139K - $139K
|
3.65K
$402K
|
|
|
Nov 09, 2022
Q3 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.29K- 35.05% |
$142K - $142K
|
2.39K
$263K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.32K- 18.6% |
$145K - $145K
|
5.78K
$637K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.38K- 3.96% |
$152K - $152K
|
33.4K
$3.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-1.4K- 19.12% |
$154K - $155K
|
5.94K
$655K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.47K- 39.12% |
$161K - $162K
|
2.29K
$252K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.53K- 0.17% |
$168K - $168K
|
894K
$98.5M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.53K- 3.95% |
$168K - $168K
|
37.1K
$4.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.55K- 5.67% |
$171K - $171K
|
25.8K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.73K- 21.07% |
$190K - $190K
|
6.47K
$713K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.8K- 22.72% |
$197K - $198K
|
6.11K
$673K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.82K- 44.41% |
$200K - $200K
|
2.28K
$251K
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.94KClosed |
$213K - $213K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-2K- 6.86% |
$219K - $220K
|
27.1K
$2.98M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.06K- 36.28% |
$226K - $226K
|
3.61K
$398K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.06K- 11.95% |
$226K - $227K
|
15.2K
$1.67M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.08K- 8.34% |
$228K - $229K
|
22.9K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.19K- 17.91% |
$240K - $241K
|
10K
$1.1M
|