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 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-2.2K- 10.81% |
$242K - $242K
|
18.1K
$2M
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.35KClosed |
$258K - $258K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2.37K- 52.76% |
$261K - $261K
|
2.13K
$234K
|
|
|
Jun 06, 2023
Q3 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2.38K- 10.59% |
$261K - $262K
|
20K
$2.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.42K- 13.01% |
$266K - $267K
|
16.2K
$1.78M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.51K- 41.0% |
$276K - $277K
|
3.62K
$399K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-2.6K- 20.1% |
$286K - $287K
|
10.3K
$1.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.64K- 42.84% |
$290K - $290K
|
3.52K
$388K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.71K- 2.75% |
$298K - $299K
|
95.8K
$10.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.73K- 72.86% |
$300K - $301K
|
1.02K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.8K- 23.13% |
$308K - $308K
|
9.3K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-2.89K- 5.96% |
$317K - $318K
|
45.5K
$5.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.01K- 2.9% |
$331K - $331K
|
101K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.08K- 2.95% |
$338K - $339K
|
101K
$11.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Peavine Capital, LLC
|
SELL
|
- |
-3.17K- 0.39% |
$348K - $349K
|
818K
$90.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.27K- 61.71% |
$359K - $360K
|
2.03K
$223K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.39K- 14.98% |
$373K - $373K
|
19.2K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.6K- 13.63% |
$396K - $397K
|
22.8K
$2.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.81K- 89.05% |
$419K - $420K
|
469
$51.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.89K- 63.76% |
$427K - $428K
|
2.21K
$244K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.98K- 1.59% |
$437K - $438K
|
247K
$27.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.5K- 63.51% |
$494K - $495K
|
2.58K
$285K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.55K- 9.49% |
$500K - $501K
|
43.4K
$4.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-4.69K- 47.24% |
$516K - $517K
|
5.24K
$578K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.78K- 9.05% |
$525K - $526K
|
48K
$5.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.85K- 70.47% |
$533K - $534K
|
2.03K
$224K
|
|
|
Oct 27, 2022
Q3 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-5.45K- 15.99% |
$599K - $600K
|
28.6K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.89K- 52.84% |
$647K - $648K
|
5.25K
$579K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.89K- 18.06% |
$647K - $649K
|
26.7K
$2.94M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-6.21K- 59.95% |
$682K - $683K
|
4.15K
$457K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.84K- 63.98% |
$752K - $753K
|
3.85K
$424K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-6.91K- 11.44% |
$760K - $761K
|
53.5K
$5.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-7.67K- 19.01% |
$843K - $844K
|
32.7K
$3.6M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.88K- 8.73% |
$867K - $868K
|
82.5K
$9.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8.2K- 52.77% |
$902K - $904K
|
7.34K
$809K
|
|
|
Apr 24, 2024
Q3 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8.9K- 16.69% |
$978K - $980K
|
44.4K
$4.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-9.65K- 75.03% |
$1.06M - $1.06M
|
3.21K
$354K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-10.2K- 5.15% |
$1.12M - $1.12M
|
188K
$20.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
SELL
|
- |
-10.7K- 29.1% |
$1.17M - $1.17M
|
26K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.8K- 3.17% |
$1.19M - $1.19M
|
330K
$36.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-10.9K- 70.65% |
$1.19M - $1.2M
|
4.52K
$498K
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-10.9K- 41.11% |
$1.2M - $1.2M
|
15.7K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11K- 10.43% |
$1.21M - $1.21M
|
94.6K
$10.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-11.5K- 6.5% |
$1.26M - $1.27M
|
165K
$18.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-12.4K- 2.31% |
$1.36M - $1.36M
|
522K
$57.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13.4K- 46.72% |
$1.47M - $1.48M
|
15.3K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.2K- 3.5% |
$1.56M - $1.57M
|
392K
$43.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.7K- 12.07% |
$1.62M - $1.62M
|
107K
$11.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-15.1K- 84.73% |
$1.66M - $1.67M
|
2.73K
$300K
|
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-15.3K- 4.96% |
$1.69M - $1.69M
|
294K
$32.4M
|