Purchases and Sales Made in Q4 2021 in Ishares Tr (SHV)

This table provides information about the institutional ownership of Ishares Tr (SHV) during Q4 2021. 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
Jan 19, 2022 Q4 2021	Arkfeld Wealth Strategies, L.L.C.	BUY	-	19.9K + 75.24%	$2.2M - $2.2M	46.4K $5.11M
Jan 31, 2022 Q4 2021	Carmel Capital Partners, LLC	BUY	-	16.7K New	$1.85M - $1.85M	16.7K $1.84M
Jan 19, 2022 Q4 2021	Smi Advisory Services, LLC Columbus, IN	BUY	-	14.5K New	$1.6M - $1.6M	14.5K $1.6M
Jan 14, 2022 Q4 2021	John W. Brooker & Co., Cp As	BUY	-	14.4K New	$1.59M - $1.6M	14.4K $1.59M
Feb 11, 2022 Q4 2021	Crabel Capital Management, LLC Milwaukee, WI	BUY	-	14.1K + 674.14%	$1.56M - $1.56M	16.2K $1.78M
Feb 10, 2022 Q4 2021	Core Cap Advisors, LLC Southfield, MI	BUY	-	13.9K New	$1.53M - $1.54M	13.9K $1.53M
Feb 17, 2022 Q4 2021	New Edge Advisors, LLC New Orleans, LA	BUY	-	12.3K + 20.9%	$1.36M - $1.36M	71.4K $7.87M
Jan 12, 2022 Q4 2021	White Lighthouse Investment Management Inc.	BUY	-	11.4K + 23.36%	$1.26M - $1.26M	60.3K $6.64M
Feb 11, 2022 Q4 2021	O'Shaughnessy Asset Management, LLC Stamford, CT	BUY	-	11.1K + 24.62%	$1.22M - $1.22M	55.9K $6.17M
Feb 15, 2022 Q4 2021	Bank Julius Baer & Co. Ltd, Zurich	BUY	-	10.8K + 1.43%	$1.19M - $1.19M	761K $83.8M
Feb 15, 2022 Q4 2021	Resolute Financial, LLC	BUY	-	10K New	$1.1M - $1.1M	10K $1.1M
Feb 10, 2022 Q4 2021	High Tower Advisors, LLC Chicago, IL	BUY	-	9.77K + 4.37%	$1.08M - $1.08M	233K $25.7M
Jan 12, 2022 Q4 2021	Ifp Advisors, Inc	BUY	-	9.03K + 241.87%	$997K - $998K	12.8K $1.41M
Feb 14, 2022 Q4 2021	Credit Suisse Ag Zurich, V8	BUY	-	8.5K + 9.21%	$938K - $939K	101K $11.1M
Feb 11, 2022 Q4 2021	Eagle Strategies LLC New York, NY	BUY	-	8.08K New	$892K - $892K	8.08K $890K
Feb 09, 2022 Q4 2021	Mgo One Seven LLC Beachwood, OH	BUY	-	7.56K New	$834K - $835K	7.56K $833K
Jan 28, 2022 Q4 2021	Wbi Investments, Inc.	BUY	-	7.52K New	$830K - $830K	7.52K $828K
Jan 19, 2022 Q4 2021	Emerald Advisors, LLC	BUY	-	7.51K + 35.06%	$829K - $830K	28.9K $3.19M
Feb 07, 2022 Q4 2021	Claraphi Advisory Network, LLC	BUY	-	7.44K New	$822K - $822K	7.44K $820K
Feb 11, 2022 Q4 2021	Scotia Capital Inc.	BUY	-	6.99K + 7.36%	$772K - $772K	102K $11.2M
Jan 18, 2022 Q4 2021	Ritholtz Wealth Management	BUY	-	6.93K + 18.1%	$765K - $765K	45.2K $4.98M
Feb 11, 2022 Q4 2021	Td Ameritrade Investment Management, LLC Omaha, NE	BUY	-	6.87K + 31.7%	$758K - $759K	28.5K $3.15M
Feb 04, 2022 Q4 2021	Capital Asset Advisory Services LLC Haslett, MI	BUY	-	6.82K + 29.74%	$752K - $753K	29.7K $3.28M
Aug 11, 2022 Q4 2021	Axxcess Wealth Management, LLC Carlsbad, CA	BUY	-	6.72K New	$742K - $742K	6.72K $741K
Feb 01, 2022 Q4 2021	3 Edge Asset Management, LP	BUY	-	6.47K + 0.6%	$714K - $714K	1.09M $120M
Feb 14, 2022 Q4 2021	Strategic Blueprint, LLC Atlanta, GA	BUY	-	6.35K + 63.87%	$701K - $701K	16.3K $1.79M
Feb 17, 2022 Q4 2021	Eagle Rock Investment Company, LLC Atlanta, GA	BUY	-	6.32K New	$698K - $698K	6.32K $696K
Feb 03, 2022 Q4 2021	Inspire Investing, LLC Meridian, ID	BUY	-	6.11K New	$675K - $675K	6.11K $673K
Jan 31, 2022 Q4 2021	Raymond James Trust N.A.	BUY	-	5.88K New	$649K - $650K	5.88K $648K
Feb 14, 2022 Q4 2021	Avaii Wealth Management, LLC Appleton, WI	BUY	-	5.7K New	$629K - $630K	5.7K $628K
Feb 10, 2022 Q4 2021	Wsfs Capital Management, LLC Philadelphia, PA	BUY	-	5.67K New	$626K - $626K	5.67K $625K
Feb 16, 2022 Q4 2021	Milestone Wealth, LLC Buffalo, NY	BUY	-	5.6K New	$618K - $619K	5.6K $617K
Feb 11, 2022 Q4 2021	Investment Advisory Group, LLC	BUY	-	5.12K New	$565K - $565K	5.12K $564K
Feb 14, 2022 Q4 2021	Cambridge Trust CO Boston, MA	BUY	-	4.98K New	$549K - $550K	4.98K $548K
Feb 14, 2022 Q4 2021	Sinecera Capital, LLC	BUY	-	4.95K New	$547K - $547K	4.95K $546K
Feb 14, 2022 Q4 2021	Synovus Financial Corp Columbus, GA	BUY	-	4.54K + 22.06%	$501K - $502K	25.1K $2.77M
Jan 21, 2022 Q4 2021	Wick Capital Partners, LLC Wayne, PA	BUY	-	4.35K New	$480K - $480K	4.35K $479K
Apr 07, 2022 Q4 2021	Greenspring Advisors, LLC	BUY	-	4.26K New	$470K - $470K	4.26K $469K
Jan 20, 2022 Q4 2021	Tru Independence Asset Management 2, LLC	BUY	-	4.2K New	$463K - $464K	4.2K $462K
Mar 07, 2022 Q4 2021	Stephens Inc	BUY	-	4.14K + 86.26%	$457K - $457K	8.93K $984K
Feb 24, 2022 Q4 2021	First Purpose Wealth LLC	BUY	-	3.97K New	$438K - $439K	3.97K $437K
Mar 11, 2022 Q4 2021	Schrum Private Wealth Management LLC	BUY	-	3.83K New	$422K - $423K	3.83K $422K
Jan 25, 2022 Q4 2021	J.W. Cole Advisors, Inc.	BUY	-	3.8K New	$420K - $420K	3.8K $419K
Feb 14, 2022 Q4 2021	New Millennium Group LLC Sandy, UT	BUY	-	3.71K New	$409K - $410K	3.71K $409K
Jul 22, 2022 Q4 2021	Ltg Capital LLC	BUY	-	3.44K New	$380K - $380K	3.44K $379K
Feb 14, 2022 Q4 2021	Laurel Wealth Advisors, Inc. Solana Beach, CA	BUY	-	3.25K New	$358K - $359K	3.25K $358K
Jan 20, 2022 Q4 2021	Northstar Advisory Group, LLC	BUY	-	3.23K New	$356K - $356K	3.23K $355K
Jan 20, 2022 Q4 2021	Seven Bridge Financial Group, LLC	BUY	-	3.23K New	$356K - $356K	3.23K $355K
Feb 07, 2022 Q4 2021	Pax Financial Group, LLC San Antonio, TX	BUY	-	3.08K New	$339K - $340K	3.08K $339K
Apr 13, 2022 Q4 2021	Dhk Financial Advisors, Inc. Portsmouth, NH	BUY	-	3.06K New	$338K - $338K	3.06K $337K

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Account

Purchases and Sales Made in Q4 2021 in Ishares Tr (SHV)

19.9K

16.7K

14.5K

14.4K

14.1K

13.9K

12.3K

11.4K

11.1K

10.8K

10K

9.77K

9.03K

8.5K

8.08K

7.56K

7.52K

7.51K

7.44K

6.99K

6.93K

6.87K

6.82K

6.72K

6.47K

6.35K

6.32K

6.11K

5.88K

5.7K

5.67K

5.6K

5.12K

4.98K

4.95K

4.54K

4.35K

4.26K

4.2K

4.14K

3.97K

3.83K

3.8K

3.71K

3.44K

3.25K

3.23K

3.23K

3.08K

3.06K

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