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 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
BUY
|
- |
8.67K+ 37.8% |
$952K - $955K
|
31.6K
$3.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.6KNew |
$944K - $947K
|
8.6K
$948K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
8.29K+ 41.64% |
$910K - $913K
|
28.2K
$3.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
8.13K+ 44.82% |
$892K - $895K
|
26.3K
$2.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
8.05K+ 220.65% |
$883K - $886K
|
11.7K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8K+ 9643.37% |
$878K - $881K
|
8.09K
$892K
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
7.91K+ 7.7% |
$868K - $871K
|
111K
$12.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
7.84KNew |
$861K - $864K
|
7.84K
$865K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
7.8KNew |
$856K - $858K
|
7.8K
$860K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.8K+ 26.16% |
$855K - $858K
|
37.6K
$4.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
7.62KNew |
$836K - $839K
|
7.62K
$840K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
7.6KNew |
$834K - $836K
|
7.6K
$838K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
7.55KNew |
$829K - $832K
|
7.55K
$833K
|
|
|
Jan 27, 2023
Q4 2022
|
Sicart Associates LLC
|
BUY
|
- |
7.45K+ 72.68% |
$818K - $820K
|
17.7K
$1.95M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
7.13K+ 0.7% |
$782K - $785K
|
1.02M
$113M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.06K+ 4.28% |
$775K - $777K
|
172K
$19M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7.03KNew |
$772K - $774K
|
7.03K
$775K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.98K+ 79.78% |
$766K - $769K
|
15.7K
$1.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.89K+ 36.25% |
$756K - $758K
|
25.9K
$2.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
6.86K+ 108.92% |
$753K - $756K
|
13.2K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.82K+ 282.24% |
$748K - $750K
|
9.23K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.63KNew |
$727K - $730K
|
6.63K
$731K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.62K+ 42.52% |
$726K - $728K
|
22.2K
$2.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.58KNew |
$722K - $724K
|
6.58K
$725K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
6.1KNew |
$669K - $672K
|
6.1K
$673K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
5.94KNew |
$652K - $654K
|
5.94K
$655K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.89KNew |
$646K - $648K
|
5.89K
$649K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.87K+ 60.79% |
$644K - $646K
|
15.5K
$1.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
5.83K+ 7.06% |
$639K - $641K
|
88.3K
$9.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
5.74KNew |
$630K - $632K
|
5.74K
$633K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.71K+ 38.95% |
$627K - $629K
|
20.4K
$2.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
5.51KNew |
$605K - $607K
|
5.51K
$608K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.49KNew |
$602K - $604K
|
5.49K
$605K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.45K+ 28.33% |
$598K - $600K
|
24.7K
$2.72M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.41KNew |
$593K - $595K
|
5.41K
$596K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.24K+ 35.3% |
$574K - $576K
|
20.1K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
4.9KNew |
$538K - $539K
|
4.9K
$540K
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.89KNew |
$536K - $538K
|
4.89K
$539K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.82KNew |
$529K - $531K
|
4.82K
$532K
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
4.68K+ 1.53% |
$513K - $515K
|
310K
$34.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.54KNew |
$498K - $500K
|
4.54K
$500K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.51KNew |
$495K - $497K
|
4.51K
$497K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.36KNew |
$478K - $480K
|
4.36K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.3K+ 32.96% |
$472K - $473K
|
17.3K
$1.91M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.27K+ 90.74% |
$468K - $470K
|
8.97K
$988K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4.12K+ 104.95% |
$452K - $453K
|
8.04K
$886K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.09K+ 152.35% |
$448K - $450K
|
6.77K
$746K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
4.04K+ 44.99% |
$444K - $445K
|
13K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.95K+ 26.39% |
$433K - $434K
|
18.9K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3.91K+ 24.38% |
$429K - $430K
|
19.9K
$2.2M
|