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
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
366New |
$40.2K - $40.3K
|
366
$40.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
356New |
$39.1K - $39.2K
|
356
$39.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
322+ 14.73% |
$35.3K - $35.5K
|
2.51K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
250New |
$27.4K - $27.5K
|
250
$27.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
238+ 0.95% |
$26.1K - $26.2K
|
25.2K
$2.78M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$21.9K - $22K
|
200
$22.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
195+ 0.29% |
$21.4K - $21.5K
|
67.6K
$7.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
195+ 1.19% |
$21.4K - $21.5K
|
16.5K
$1.82M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
183+ 1.12% |
$20.1K - $20.1K
|
16.5K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
183New |
$20.1K - $20.1K
|
183
$20.2K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
182+ 8.52% |
$20K - $20K
|
2.32K
$255K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
181+ 2.36% |
$19.9K - $19.9K
|
7.84K
$865K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
175+ 5.62% |
$19.2K - $19.3K
|
3.29K
$363K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
155+ 11.46% |
$17K - $17.1K
|
1.51K
$166K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
153New |
$16.8K - $16.8K
|
153
$16.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
151New |
$16.6K - $16.6K
|
151
$16.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
150New |
$16.5K - $16.5K
|
150
$16.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
135+ 519.23% |
$14.8K - $14.9K
|
161
$17.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
117New |
$12.8K - $12.9K
|
117
$12.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
117+ 2.15% |
$12.8K - $12.9K
|
5.56K
$613K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
110+ 1.21% |
$12.1K - $12.1K
|
9.23K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
108+ 3.49% |
$11.9K - $11.9K
|
3.21K
$353K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
102+ 4.03% |
$11.2K - $11.2K
|
2.63K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
92+ 1.91% |
$10.1K - $10.1K
|
4.91K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
73+ 0.76% |
$8.01K - $8.04K
|
9.64K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
69New |
$7.57K - $7.6K
|
69
$7.61K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
66New |
$7.24K - $7.27K
|
66
$7.28K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
64+ 0.62% |
$7.02K - $7.05K
|
10.4K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
58New |
$6.36K - $6.39K
|
58
$6.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41+ 0.29% |
$4.5K - $4.51K
|
14.1K
$1.56M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
28+ 0.22% |
$3.07K - $3.08K
|
12.7K
$1.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
27+ 0.03% |
$2.96K - $2.97K
|
82.1K
$9.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
26New |
$2.85K - $2.86K
|
26
$2.87K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
24+ 1.0% |
$2.63K - $2.64K
|
2.42K
$267K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
24+ 0.76% |
$2.63K - $2.64K
|
3.18K
$350K
|
|
|
Feb 02, 2023
Q4 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
20+ 0.94% |
$2.19K - $2.2K
|
2.15K
$237K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18New |
$1.98K - $1.98K
|
18
$1.98K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
17New |
$1.87K - $1.87K
|
17
$1.87K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
16+ 0.75% |
$1.76K - $1.76K
|
2.14K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
14+ 0.39% |
$1.54K - $1.54K
|
3.64K
$401K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
14+ 0.34% |
$1.54K - $1.54K
|
4.16K
$458K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.35% |
$1.43K - $1.43K
|
3.74K
$412K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11+ 0.18% |
$1.21K - $1.21K
|
6.12K
$675K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10+ 0.95% |
$1.1K - $1.1K
|
1.06K
$117K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.96% |
$768 - $771
|
737
$81.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 1.94% |
$439 - $440
|
210
$23.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.26% |
$219 - $220
|
760
$83.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.92% |
$110 - $110
|
110
$12.1K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.75% |
$110 - $110
|
58
$6.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.66% |
$110 - $110
|
152
$16.8K
|