Purchases and Sales Made in Q4 2022 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.32MNew |
$365M - $366M
|
3.32M
$366M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.33M+ 539.31% |
$146M - $147M
|
1.58M
$174M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.25M+ 16.91% |
$137M - $138M
|
8.64M
$952M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
859K+ 34.92% |
$94.3M - $94.6M
|
3.32M
$366M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
770K+ 29.95% |
$84.5M - $84.8M
|
3.34M
$368M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
736KNew |
$80.7M - $81M
|
736K
$81.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
698K+ 28.77% |
$76.6M - $76.9M
|
3.13M
$345M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
563KNew |
$61.8M - $62M
|
563K
$62M
|
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
529K+ 496.52% |
$58.1M - $58.3M
|
636K
$70.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
434KNew |
$47.6M - $47.8M
|
434K
$47.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
431K+ 75.08% |
$47.3M - $47.5M
|
1.01M
$111M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
408K+ 29.15% |
$44.8M - $44.9M
|
1.81M
$199M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
383K+ 14881.98% |
$42.1M - $42.2M
|
386K
$42.5M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
340K+ 33476.77% |
$37.3M - $37.4M
|
341K
$37.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
330KNew |
$36.2M - $36.4M
|
330K
$36.4M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
315KNew |
$34.6M - $34.7M
|
315K
$34.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
312K+ 1179.16% |
$34.2M - $34.3M
|
338K
$37.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
273KNew |
$30M - $30.1M
|
273K
$30.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
259KNew |
$28.4M - $28.5M
|
259K
$28.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
234KNew |
$25.7M - $25.8M
|
234K
$25.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
229K+ 142.28% |
$25.1M - $25.2M
|
390K
$43M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
225K+ 674.18% |
$24.7M - $24.8M
|
259K
$28.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
223K+ 125.47% |
$24.4M - $24.5M
|
400K
$44.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
189K+ 277.16% |
$20.8M - $20.8M
|
257K
$28.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
183K+ 8390.8% |
$20.1M - $20.2M
|
186K
$20.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
182K+ 6566.97% |
$20M - $20M
|
185K
$20.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
169K+ 9.37% |
$18.5M - $18.6M
|
1.97M
$217M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
159K+ 15.74% |
$17.5M - $17.5M
|
1.17M
$129M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
159K+ 15.74% |
$17.5M - $17.5M
|
1.17M
$129M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
158K+ 17.16% |
$17.4M - $17.4M
|
1.08M
$119M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
156K+ 606.98% |
$17.1M - $17.2M
|
182K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
154K+ 1126.21% |
$16.9M - $16.9M
|
167K
$18.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
148KNew |
$16.2M - $16.3M
|
148K
$16.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
134KNew |
$14.7M - $14.8M
|
134K
$14.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
133K+ 52.52% |
$14.6M - $14.6M
|
386K
$42.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
133K+ 123.34% |
$14.6M - $14.6M
|
240K
$26.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
121K+ 212.83% |
$13.3M - $13.3M
|
178K
$19.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
117K+ 59.67% |
$12.8M - $12.9M
|
313K
$34.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
115K+ 28.18% |
$12.7M - $12.7M
|
525K
$57.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 109.5% |
$12.1M - $12.1M
|
211K
$23.3M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
94.1K+ 130.57% |
$10.3M - $10.4M
|
166K
$18.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
93.1KNew |
$10.2M - $10.3M
|
93.1K
$10.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
89.7K+ 366.2% |
$9.85M - $9.88M
|
114K
$12.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
87.4K+ 2.49% |
$9.59M - $9.62M
|
3.6M
$397M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
85.9K+ 43.5% |
$9.43M - $9.46M
|
283K
$31.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
85.2K+ 23.17% |
$9.35M - $9.38M
|
453K
$49.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
80.3K+ 3536.92% |
$8.81M - $8.84M
|
82.6K
$9.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
80.2K+ 178.25% |
$8.8M - $8.83M
|
125K
$13.8M
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
77.6KNew |
$8.52M - $8.55M
|
77.6K
$8.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72.8K+ 229.03% |
$7.99M - $8.01M
|
105K
$11.5M
|