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 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.88KNew |
$426K - $427K
|
3.88K
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.88KNew |
$426K - $427K
|
3.88K
$428K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.81K+ 5860.0% |
$418K - $419K
|
3.87K
$427K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.78KNew |
$415K - $417K
|
3.78K
$417K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.73K+ 103.24% |
$409K - $410K
|
7.34K
$809K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.7K+ 77.79% |
$406K - $407K
|
8.45K
$932K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.66K+ 45.33% |
$401K - $403K
|
11.7K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3.65KNew |
$401K - $402K
|
3.65K
$402K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.61KNew |
$396K - $397K
|
3.61K
$398K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.51KNew |
$385K - $386K
|
3.51K
$387K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.5KNew |
$384K - $385K
|
3.5K
$386K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.43K+ 142.3% |
$376K - $377K
|
5.84K
$644K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.43K+ 142.3% |
$376K - $377K
|
5.84K
$644K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.32K+ 145.19% |
$364K - $365K
|
5.61K
$618K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
3.29KNew |
$360K - $362K
|
3.29K
$362K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.26K+ 94.47% |
$358K - $359K
|
6.72K
$741K
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
3.26KNew |
$358K - $359K
|
3.26K
$359K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.24K+ 180.12% |
$355K - $356K
|
5.03K
$555K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
3.2KNew |
$351K - $352K
|
3.2K
$353K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.2KNew |
$351K - $352K
|
3.2K
$353K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
3.08K+ 3.14% |
$338K - $339K
|
101K
$11.2M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.08K+ 12.74% |
$338K - $339K
|
27.2K
$3M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.06KNew |
$336K - $337K
|
3.06K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.02K+ 2.87% |
$331K - $332K
|
108K
$11.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
3K+ 1851.85% |
$329K - $330K
|
3.16K
$349K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.92KNew |
$321K - $322K
|
2.92K
$322K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.88KNew |
$316K - $317K
|
2.88K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.82K+ 87.01% |
$309K - $310K
|
6.06K
$668K
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.67K+ 111.51% |
$292K - $293K
|
5.06K
$557K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.57KNew |
$282K - $283K
|
2.57K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.57KNew |
$282K - $283K
|
2.57K
$283K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.55K+ 2253.98% |
$280K - $280K
|
2.66K
$293K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.52KNew |
$277K - $278K
|
2.52K
$278K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
2.51KNew |
$276K - $277K
|
2.51K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.48K+ 95.69% |
$273K - $273K
|
5.08K
$560K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
2.47KNew |
$271K - $272K
|
2.47K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.32KNew |
$255K - $256K
|
2.32K
$256K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
2.27K+ 14.98% |
$249K - $250K
|
17.4K
$1.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.25K+ 100.45% |
$247K - $248K
|
4.49K
$495K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.24KNew |
$246K - $247K
|
2.24K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.22K+ 1.49% |
$243K - $244K
|
151K
$16.7M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.17K+ 24.83% |
$238K - $239K
|
10.9K
$1.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.16K+ 30.02% |
$237K - $237K
|
9.34K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.12KNew |
$232K - $233K
|
2.12K
$233K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.1K+ 2.43% |
$230K - $231K
|
88.5K
$9.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
BUY
|
- |
2.08K+ 4.84% |
$229K - $229K
|
45.1K
$4.97M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2KNew |
$220K - $220K
|
2K
$221K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
2K+ 35.06% |
$219K - $220K
|
7.7K
$849K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$219K - $220K
|
2K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.87KNew |
$205K - $206K
|
1.87K
$206K
|