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 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 400.88% |
$200K - $200K
|
2.27K
$251K
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.8K+ 450.0% |
$198K - $198K
|
2.2K
$243K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.73K+ 204.96% |
$190K - $191K
|
2.58K
$284K
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.73K+ 38.11% |
$190K - $190K
|
6.27K
$691K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.67K+ 15.92% |
$183K - $184K
|
12.2K
$1.34M
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.66K+ 1.04% |
$182K - $183K
|
162K
$17.8M
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.64K+ 9.59% |
$180K - $181K
|
18.7K
$2.07M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.59K+ 71.68% |
$175K - $175K
|
3.81K
$420K
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.36K+ 25.15% |
$149K - $149K
|
6.75K
$744K
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
1.35K+ 0.46% |
$149K - $149K
|
296K
$32.6M
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.35K+ 50.32% |
$148K - $149K
|
4.04K
$445K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.33K+ 22.04% |
$146K - $146K
|
7.37K
$812K
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.22K+ 1.94% |
$134K - $134K
|
64.2K
$7.07M
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
1.2K+ 41.87% |
$132K - $132K
|
4.07K
$448K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.11KNew |
$121K - $122K
|
1.11K
$122K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.1KNew |
$121K - $121K
|
1.1K
$122K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.1KNew |
$121K - $121K
|
1.1K
$122K
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.06K+ 3.97% |
$116K - $117K
|
27.8K
$3.06M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.05KNew |
$116K - $116K
|
1.05K
$116K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.03K+ 11.74% |
$113K - $114K
|
9.84K
$1.09M
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
1.02K+ 4.77% |
$112K - $112K
|
22.4K
$2.47M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1K+ 22.75% |
$110K - $110K
|
5.4K
$595K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
982New |
$108K - $108K
|
982
$108K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
921New |
$101K - $101K
|
921
$102K
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
910New |
$99.9K - $100K
|
910
$100K
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
909New |
$99.8K - $100K
|
909
$100K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
808+ 36.91% |
$88.7K - $89K
|
3K
$330K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
805+ 36.26% |
$88.3K - $88.6K
|
3.03K
$334K
|
|
Feb 10, 2023
Q4 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
736+ 7.0% |
$80.8K - $81K
|
11.2K
$1.24M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
725+ 154.58% |
$79.6K - $79.8K
|
1.19K
$132K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
706New |
$77.5K - $77.7K
|
706
$77.8K
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
676+ 804.76% |
$74.2K - $74.4K
|
760
$83.8K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
638+ 20.42% |
$70K - $70.2K
|
3.76K
$415K
|
|
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
623New |
$68.4K - $68.6K
|
623
$68.7K
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
600+ 4.81% |
$65.8K - $66.1K
|
13.1K
$1.44M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
575+ 3.55% |
$63.1K - $63.3K
|
16.8K
$1.85M
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
571New |
$62.7K - $62.9K
|
571
$63K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
560New |
$61.5K - $61.7K
|
560
$61.7K
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
523+ 28.61% |
$57.4K - $57.6K
|
2.35K
$259K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
514+ 7.0% |
$56.4K - $56.6K
|
7.86K
$866K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
506+ 20.03% |
$55.5K - $55.7K
|
3.03K
$334K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
500New |
$54.9K - $55.1K
|
500
$55.1K
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
500+ 1.75% |
$54.9K - $55.1K
|
29.1K
$3.21M
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
494+ 19.74% |
$54.2K - $54.4K
|
3K
$330K
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
425+ 7.42% |
$46.6K - $46.8K
|
6.16K
$679K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
417+ 0.51% |
$45.8K - $45.9K
|
82.4K
$9.08M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
414+ 0.99% |
$45.4K - $45.6K
|
42.4K
$4.68M
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
400+ 0.23% |
$43.9K - $44K
|
175K
$19.3M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
392New |
$43K - $43.2K
|
392
$43.2K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
387+ 62.02% |
$42.5K - $42.6K
|
1.01K
$111K
|