Purchases and Sales Made in Q2 2022 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.74K- 6.17% |
$191K - $192K
|
26.4K
$2.92M
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.82KClosed |
$201K - $201K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.93K- 45.62% |
$212K - $212K
|
2.3K
$254K
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-1.95K- 2.39% |
$215K - $215K
|
79.8K
$8.82M
|
|
Jun 06, 2023
Q2 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-1.99K- 8.16% |
$219K - $220K
|
22.4K
$2.48M
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2K- 3.31% |
$220K - $221K
|
58.4K
$6.45M
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.01KClosed |
$221K - $222K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.07KClosed |
$228K - $228K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.1KClosed |
$231K - $232K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.14K- 32.05% |
$235K - $236K
|
4.54K
$501K
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.15K- 6.34% |
$236K - $237K
|
31.8K
$3.51M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 54.92% |
$240K - $241K
|
1.79K
$198K
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-2.19K- 43.34% |
$241K - $242K
|
2.87K
$317K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.19K- 59.55% |
$241K - $242K
|
1.49K
$165K
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.21KClosed |
$242K - $243K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.38K- 2.3% |
$261K - $262K
|
101K
$11.1M
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.66KClosed |
$293K - $294K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.67K- 32.03% |
$293K - $294K
|
5.67K
$626K
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-2.78KClosed |
$306K - $306K
|
0
$0
|
|
Apr 24, 2024
Q2 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.06K- 5.42% |
$336K - $337K
|
53.3K
$5.89M
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-3.06KClosed |
$336K - $337K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.18KClosed |
$350K - $351K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-3.23KClosed |
$355K - $356K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.46KClosed |
$380K - $381K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-3.47K- 2.42% |
$381K - $382K
|
140K
$15.4M
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.53K- 17.26% |
$388K - $389K
|
16.9K
$1.87M
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.18K- 8.62% |
$460K - $461K
|
44.3K
$4.89M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.26K- 61.22% |
$468K - $469K
|
2.7K
$298K
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-4.35KClosed |
$478K - $480K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.67K- 15.59% |
$514K - $515K
|
25.3K
$2.79M
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-5.2K- 12.43% |
$571K - $573K
|
36.6K
$4.04M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-5.26KClosed |
$578K - $580K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-5.29KClosed |
$582K - $583K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.58K- 25.71% |
$613K - $615K
|
16.1K
$1.78M
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.75KClosed |
$632K - $634K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-6K- 51.69% |
$659K - $661K
|
5.61K
$619K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-6.38K- 39.48% |
$701K - $703K
|
9.77K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-6.45K- 18.27% |
$709K - $712K
|
28.9K
$3.19M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-6.61KClosed |
$727K - $729K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.69KClosed |
$735K - $737K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-6.84K- 82.94% |
$753K - $755K
|
1.41K
$156K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.85KClosed |
$753K - $755K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.94K- 20.7% |
$763K - $765K
|
26.6K
$2.94M
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.95K- 82.65% |
$765K - $767K
|
1.46K
$161K
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-7.67KClosed |
$844K - $846K
|
0
$0
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-7.93KClosed |
$872K - $874K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-9.16KClosed |
$1.01M - $1.01M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.42K- 6.64% |
$1.04M - $1.04M
|
132K
$14.6M
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-9.59KClosed |
$1.05M - $1.06M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-10.9K- 45.9% |
$1.2M - $1.2M
|
12.9K
$1.42M
|