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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-3.59K- 4.64% |
$393K - $395K
|
73.7K
$8.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-3.61K- 11.07% |
$397K - $398K
|
29K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.86K- 30.38% |
$424K - $425K
|
8.85K
$975K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.02K- 76.49% |
$441K - $442K
|
1.24K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.13K- 0.96% |
$453K - $455K
|
427K
$47.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.51K- 75.77% |
$495K - $496K
|
1.44K
$159K
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.7K- 6.19% |
$516K - $517K
|
71.2K
$7.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.78K- 78.96% |
$524K - $526K
|
1.27K
$140K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.85K- 69.72% |
$532K - $534K
|
2.11K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.97K- 30.51% |
$546K - $547K
|
11.3K
$1.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
SELL
|
- |
-4.99K- 19.23% |
$548K - $549K
|
21K
$2.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.11K- 33.41% |
$561K - $563K
|
10.2K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.32K- 2.25% |
$584K - $586K
|
231K
$25.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.65K- 93.73% |
$620K - $622K
|
378
$41.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.69K- 57.55% |
$624K - $626K
|
4.19K
$462K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.84K- 24.08% |
$641K - $643K
|
18.4K
$2.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.17K- 14.22% |
$677K - $679K
|
37.2K
$4.1M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.18K- 80.92% |
$678K - $680K
|
1.46K
$161K
|
|
|
Jan 10, 2023
Q4 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-6.44K- 4.63% |
$707K - $709K
|
133K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.97K- 58.32% |
$764K - $767K
|
4.98K
$549K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7K- 5.31% |
$768K - $770K
|
125K
$13.8M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.26K- 13.76% |
$796K - $799K
|
45.5K
$5.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7.45K- 12.47% |
$817K - $820K
|
52.3K
$5.77M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-7.53K- 36.63% |
$827K - $829K
|
13K
$1.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-7.86K- 4.75% |
$862K - $865K
|
158K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-8.45K- 22.18% |
$928K - $931K
|
29.7K
$3.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-9.54K- 2.32% |
$1.05M - $1.05M
|
401K
$44.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-9.72K- 18.16% |
$1.07M - $1.07M
|
43.8K
$4.83M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.91K- 20.44% |
$1.09M - $1.09M
|
38.6K
$4.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.97K- 35.57% |
$1.09M - $1.1M
|
18K
$1.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-10.1K- 22.24% |
$1.11M - $1.12M
|
35.4K
$3.91M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10.7K- 2.49% |
$1.18M - $1.18M
|
420K
$46.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.9K- 8.22% |
$1.2M - $1.2M
|
122K
$13.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12.5K- 63.32% |
$1.37M - $1.37M
|
7.22K
$796K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.5K- 7.93% |
$1.37M - $1.38M
|
145K
$16M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.1K- 70.11% |
$1.44M - $1.44M
|
5.59K
$617K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-14K- 2.97% |
$1.54M - $1.54M
|
457K
$50.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-14.2K- 16.24% |
$1.56M - $1.56M
|
73.3K
$8.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.8K- 25.58% |
$1.63M - $1.63M
|
43.2K
$4.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-15K- 17.28% |
$1.64M - $1.65M
|
71.6K
$7.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15K- 6.27% |
$1.64M - $1.65M
|
224K
$24.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15.2K- 16.02% |
$1.66M - $1.67M
|
79.5K
$8.76M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.5K- 63.31% |
$1.7M - $1.7M
|
8.97K
$989K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-17.3K- 17.06% |
$1.89M - $1.9M
|
83.9K
$9.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-18.2K- 93.14% |
$2M - $2M
|
1.34K
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.7K- 68.3% |
$2.28M - $2.28M
|
9.63K
$1.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-21.9K- 61.05% |
$2.41M - $2.41M
|
14K
$1.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-22.8K- 22.13% |
$2.5M - $2.51M
|
80.1K
$8.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-24.8K- 13.18% |
$2.72M - $2.73M
|
163K
$18M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-25K- 46.38% |
$2.74M - $2.75M
|
28.9K
$3.19M
|