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
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 1.72% |
$110 - $110
|
59
$6.51K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-5- 10.0% |
$549 - $551
|
45
$4.96K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-13- 22.41% |
$1.43K - $1.43K
|
45
$4.96K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-14- 0.39% |
$1.54K - $1.54K
|
3.62K
$399K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-15- 1.23% |
$1.65K - $1.65K
|
1.21K
$133K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-19- 0.57% |
$2.09K - $2.09K
|
3.29K
$363K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-20- 0.78% |
$2.19K - $2.2K
|
2.56K
$282K
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-25- 1.13% |
$2.74K - $2.75K
|
2.19K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-27- 1.46% |
$2.96K - $2.97K
|
1.83K
$201K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-41- 0.99% |
$4.5K - $4.51K
|
4.1K
$453K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-46- 4.52% |
$5.05K - $5.06K
|
971
$107K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-51- 1.97% |
$5.6K - $5.62K
|
2.53K
$279K
|
|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-59- 1.37% |
$6.47K - $6.5K
|
4.26K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-60- 0.42% |
$6.58K - $6.61K
|
14.3K
$1.58M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-73- 3.6% |
$8.01K - $8.04K
|
1.96K
$216K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-76- 3.44% |
$8.34K - $8.37K
|
2.13K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-79- 0.33% |
$8.67K - $8.7K
|
23.9K
$2.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-90- 1.99% |
$9.88K - $9.91K
|
4.43K
$488K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-92- 6.63% |
$10.1K - $10.1K
|
1.3K
$143K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-100- 1.25% |
$11K - $11K
|
7.9K
$871K
|
|
|
Jan 24, 2023
Q4 2022
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-109- 2.6% |
$12K - $12K
|
4.09K
$451K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-110- 1.61% |
$12.1K - $12.1K
|
6.72K
$741K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-121- 4.89% |
$13.3K - $13.3K
|
2.35K
$259K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-125- 0.47% |
$13.7K - $13.8K
|
26.4K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-131- 34.56% |
$14.4K - $14.4K
|
248
$27.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-134- 0.51% |
$14.7K - $14.8K
|
26.1K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-143- 3.43% |
$15.7K - $15.7K
|
4.03K
$444K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-171Closed |
$18.8K - $18.8K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-196- 6.08% |
$21.5K - $21.6K
|
3.03K
$334K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-211- 4.0% |
$23.2K - $23.2K
|
5.06K
$558K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-223- 0.73% |
$24.5K - $24.6K
|
30.2K
$3.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-233- 1.49% |
$25.6K - $25.7K
|
15.4K
$1.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-243- 4.71% |
$26.7K - $26.8K
|
4.91K
$542K
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-250- 0.92% |
$27.4K - $27.5K
|
26.8K
$2.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-250- 8.34% |
$27.4K - $27.5K
|
2.75K
$303K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-303- 10.36% |
$33.3K - $33.4K
|
2.62K
$289K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-309- 2.0% |
$33.9K - $34K
|
15.2K
$1.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-312- 1.53% |
$34.2K - $34.4K
|
20.1K
$2.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-312- 5.34% |
$34.2K - $34.4K
|
5.53K
$610K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-329- 4.66% |
$36.1K - $36.2K
|
6.73K
$742K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-445- 6.05% |
$48.8K - $49K
|
6.91K
$762K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-455- 3.41% |
$49.9K - $50.1K
|
12.9K
$1.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-463- 3.04% |
$50.8K - $51K
|
14.7K
$1.63M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-520- 10.39% |
$57.1K - $57.3K
|
4.48K
$494K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-530- 19.99% |
$58.2K - $58.4K
|
2.12K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-610- 24.87% |
$66.9K - $67.2K
|
1.84K
$203K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-617- 1.61% |
$67.7K - $67.9K
|
37.7K
$4.16M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-620- 56.67% |
$68K - $68.3K
|
474
$52.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-625- 8.73% |
$68.6K - $68.8K
|
6.54K
$721K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-627- 1.92% |
$68.8K - $69K
|
32.1K
$3.54M
|