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 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-638- 3.2% |
$70K - $70.2K
|
19.3K
$2.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-724- 3.54% |
$79.5K - $79.7K
|
19.7K
$2.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-740- 28.58% |
$81.2K - $81.5K
|
1.85K
$204K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-753- 7.7% |
$82.6K - $82.9K
|
9.02K
$995K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-764- 5.64% |
$83.8K - $84.1K
|
12.8K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-768- 14.39% |
$84.3K - $84.6K
|
4.57K
$504K
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-800- 9.21% |
$87.8K - $88.1K
|
7.89K
$869K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-880- 88.89% |
$96.6K - $96.9K
|
110
$12.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-892- 28.73% |
$97.9K - $98.2K
|
2.21K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-902- 30.89% |
$99K - $99.3K
|
2.02K
$223K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-905- 2.97% |
$99.3K - $99.6K
|
29.5K
$3.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-909- 14.1% |
$99.8K - $100K
|
5.54K
$611K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-968- 18.47% |
$106K - $107K
|
4.27K
$471K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.01K- 8.23% |
$111K - $111K
|
11.3K
$1.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.02K- 20.1% |
$112K - $112K
|
4.04K
$446K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.05K- 10.91% |
$115K - $116K
|
8.58K
$946K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.09K- 30.16% |
$120K - $120K
|
2.53K
$279K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-1.1K- 5.12% |
$121K - $121K
|
20.4K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.19K- 51.98% |
$131K - $131K
|
1.1K
$122K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-1.43K- 6.64% |
$156K - $157K
|
20K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
SELL
|
- |
-1.47K- 4.21% |
$161K - $162K
|
33.5K
$3.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.48K- 23.75% |
$163K - $163K
|
4.77K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.51K- 13.75% |
$166K - $166K
|
9.47K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.62K- 7.08% |
$178K - $178K
|
21.2K
$2.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.64K- 10.11% |
$180K - $181K
|
14.6K
$1.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
SELL
|
- |
-1.7K- 12.48% |
$187K - $187K
|
11.9K
$1.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-1.7K- 0.83% |
$187K - $187K
|
202K
$22.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.75K- 45.36% |
$192K - $192K
|
2.1K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.95K- 1.56% |
$214K - $215K
|
123K
$13.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.1K- 8.13% |
$231K - $231K
|
23.8K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2.1K- 37.52% |
$231K - $232K
|
3.5K
$386K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.11K- 9.26% |
$232K - $233K
|
20.7K
$2.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.21K- 4.6% |
$242K - $243K
|
45.8K
$5.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.3K- 2.19% |
$253K - $254K
|
103K
$11.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.32K- 31.9% |
$254K - $255K
|
4.95K
$546K
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.42K- 3.16% |
$265K - $266K
|
74.1K
$8.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-2.45K- 0.47% |
$268K - $269K
|
519K
$57.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.48K- 46.26% |
$272K - $273K
|
2.88K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-2.61K- 1.06% |
$287K - $287K
|
243K
$26.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.66K- 49.17% |
$291K - $292K
|
2.75K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.73K- 6.25% |
$299K - $300K
|
40.9K
$4.51M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-2.9K- 3.54% |
$318K - $319K
|
78.9K
$8.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.9K- 58.98% |
$318K - $319K
|
2.02K
$222K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.93K- 18.23% |
$321K - $322K
|
13.1K
$1.45M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-2.96K- 28.57% |
$324K - $325K
|
7.39K
$814K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.06K- 29.01% |
$336K - $337K
|
7.49K
$825K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-3.19K- 53.77% |
$351K - $352K
|
2.75K
$303K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.27K- 56.54% |
$359K - $360K
|
2.51K
$277K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.35K- 34.65% |
$368K - $369K
|
6.32K
$696K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.53K- 2.11% |
$388K - $389K
|
164K
$18.1M
|