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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
22.9K+ 35.64% |
$2.52M - $2.53M
|
87.3K
$9.63M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
22.9K+ 393.13% |
$2.51M - $2.52M
|
28.7K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
22.9KNew |
$2.51M - $2.52M
|
22.9K
$2.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
20.7K+ 1976.0% |
$2.27M - $2.28M
|
21.7K
$2.39M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.4K+ 182.61% |
$2.13M - $2.13M
|
30K
$3.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19KNew |
$2.08M - $2.09M
|
19K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
18.9K+ 44.57% |
$2.08M - $2.09M
|
61.5K
$6.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
18.8K+ 117.35% |
$2.06M - $2.07M
|
34.8K
$3.84M
|
|
|
Jan 13, 2023
Q4 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
18.4K+ 48.6% |
$2.02M - $2.03M
|
56.2K
$6.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
18.2KNew |
$2M - $2.01M
|
18.2K
$2.01M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
17.7K+ 35.21% |
$1.95M - $1.95M
|
68.1K
$7.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
16.7K+ 5.69% |
$1.83M - $1.84M
|
310K
$34.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16K+ 15.33% |
$1.76M - $1.77M
|
121K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
16K+ 6.88% |
$1.76M - $1.77M
|
249K
$27.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.9K+ 2.99% |
$1.74M - $1.75M
|
548K
$60.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
15.7KNew |
$1.73M - $1.73M
|
15.7K
$1.73M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.5K+ 56.71% |
$1.7M - $1.71M
|
42.9K
$4.73M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
15.3KNew |
$1.68M - $1.68M
|
15.3K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.9KNew |
$1.64M - $1.64M
|
14.9K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
14.9KNew |
$1.64M - $1.64M
|
14.9K
$1.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
14.2KNew |
$1.56M - $1.56M
|
14.2K
$1.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
13.9K+ 32.97% |
$1.53M - $1.53M
|
56.1K
$6.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.8KNew |
$1.52M - $1.52M
|
13.8K
$1.52M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.8K+ 7.21% |
$1.51M - $1.52M
|
205K
$22.6M
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
13.5KNew |
$1.48M - $1.48M
|
13.5K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
13.5KNew |
$1.48M - $1.48M
|
13.5K
$1.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13.1K+ 1588.04% |
$1.44M - $1.45M
|
14K
$1.54M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.3KNew |
$1.34M - $1.35M
|
12.3K
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
11.9K+ 452.66% |
$1.31M - $1.31M
|
14.5K
$1.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
11.9KNew |
$1.31M - $1.31M
|
11.9K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.8K+ 7.3% |
$1.3M - $1.3M
|
174K
$19.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
11.8K+ 20.56% |
$1.3M - $1.3M
|
69.2K
$7.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
11.5KNew |
$1.26M - $1.27M
|
11.5K
$1.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.7K+ 15.86% |
$1.17M - $1.18M
|
78.1K
$8.61M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7K+ 15.72% |
$1.17M - $1.17M
|
78.4K
$8.64M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.6K+ 41.18% |
$1.17M - $1.17M
|
36.5K
$4.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.6KNew |
$1.16M - $1.16M
|
10.6K
$1.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.4KNew |
$1.14M - $1.15M
|
10.4K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10.4K+ 60.26% |
$1.14M - $1.14M
|
27.6K
$3.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
10.4K+ 28.41% |
$1.14M - $1.14M
|
46.9K
$5.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$1.13M - $1.14M
|
10.3K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
10.1KNew |
$1.11M - $1.11M
|
10.1K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
10.1K+ 2.7% |
$1.11M - $1.11M
|
384K
$42.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10K+ 6.56% |
$1.1M - $1.1M
|
163K
$18M
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
9.98KNew |
$1.09M - $1.1M
|
9.98K
$1.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
9.7KNew |
$1.06M - $1.07M
|
9.7K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.48K+ 134.69% |
$1.04M - $1.04M
|
16.5K
$1.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.37KNew |
$1.03M - $1.03M
|
9.37K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.13KNew |
$1M - $1M
|
9.13K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
9.06K+ 425.92% |
$994K - $997K
|
11.2K
$1.23M
|