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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.7K+ 18.53% |
$7.98M - $8.01M
|
465K
$51.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
68.3KNew |
$7.5M - $7.52M
|
68.3K
$7.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
65.4K+ 32.49% |
$7.18M - $7.2M
|
267K
$29.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
61.6KNew |
$6.76M - $6.78M
|
61.6K
$6.79M
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
60.5KNew |
$6.63M - $6.66M
|
60.5K
$6.67M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
58K+ 98.27% |
$6.36M - $6.39M
|
117K
$12.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
56.7KNew |
$6.22M - $6.24M
|
56.7K
$6.25M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
56.6K+ 132.61% |
$6.21M - $6.23M
|
99.3K
$10.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.1K+ 81.65% |
$6.05M - $6.07M
|
123K
$13.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
54.6K+ 27.73% |
$5.99M - $6.01M
|
251K
$27.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
54.4KNew |
$5.97M - $5.99M
|
54.4K
$6M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
54.1KNew |
$5.94M - $5.96M
|
54.1K
$5.97M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
54.1K+ 155.87% |
$5.94M - $5.96M
|
88.8K
$9.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
BUY
|
- |
53.8KNew |
$5.91M - $5.93M
|
53.8K
$5.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52.4K+ 160.66% |
$5.75M - $5.77M
|
85.1K
$9.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
52.3KNew |
$5.74M - $5.76M
|
52.3K
$5.77M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
47.4KNew |
$5.2M - $5.22M
|
47.4K
$5.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
47.3KNew |
$5.19M - $5.21M
|
47.3K
$5.21M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.3K+ 13.05% |
$4.97M - $4.99M
|
392K
$43.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
44.2K+ 9.52% |
$4.86M - $4.87M
|
509K
$56.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
43.8K+ 100.36% |
$4.81M - $4.82M
|
87.5K
$9.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
43.3K+ 59.49% |
$4.76M - $4.77M
|
116K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
43.2K+ 1792.65% |
$4.74M - $4.75M
|
45.6K
$5.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
42.2K+ 283.7% |
$4.63M - $4.65M
|
57.1K
$6.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
41.6KNew |
$4.56M - $4.58M
|
41.6K
$4.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
40.6K+ 62.13% |
$4.46M - $4.47M
|
106K
$11.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
40.4KNew |
$4.43M - $4.44M
|
40.4K
$4.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
38.9K+ 328.69% |
$4.27M - $4.28M
|
50.7K
$5.59M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
38.7K+ 1219.71% |
$4.24M - $4.26M
|
41.8K
$4.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
38.2K+ 410.74% |
$4.19M - $4.21M
|
47.5K
$5.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
38.1K+ 10.31% |
$4.18M - $4.2M
|
408K
$45M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
36.5KNew |
$4M - $4.01M
|
36.5K
$4.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
35.8K+ 200.4% |
$3.92M - $3.94M
|
53.6K
$5.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
33.3KNew |
$3.65M - $3.66M
|
33.3K
$3.67M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
33.3KNew |
$3.65M - $3.66M
|
33.3K
$3.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.6K+ 481.77% |
$3.58M - $3.59M
|
39.4K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
32.6K+ 49.3% |
$3.57M - $3.58M
|
98.6K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
32.4K+ 104.25% |
$3.55M - $3.56M
|
63.4K
$6.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
30.8K+ 521.55% |
$3.38M - $3.39M
|
36.7K
$4.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
30K+ 20.0% |
$3.29M - $3.3M
|
180K
$19.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.1K+ 7.6% |
$3.2M - $3.21M
|
412K
$45.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
27.2KNew |
$2.99M - $3M
|
27.2K
$3M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
26.8KNew |
$2.94M - $2.95M
|
26.8K
$2.96M
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
25.9K+ 950.37% |
$2.84M - $2.85M
|
28.6K
$3.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25.3KNew |
$2.78M - $2.79M
|
25.3K
$2.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
25.1K+ 97.26% |
$2.76M - $2.77M
|
51K
$5.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
23.9KNew |
$2.63M - $2.64M
|
23.9K
$2.64M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
23.6K+ 63.55% |
$2.59M - $2.6M
|
60.7K
$6.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23.4KNew |
$2.57M - $2.57M
|
23.4K
$2.58M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
23K+ 51.77% |
$2.52M - $2.53M
|
67.4K
$7.43M
|