Purchases and Sales Made in Q2 2023 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q2 2023. 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 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
495New |
$54.5K - $54.7K
|
495
$54.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
480New |
$52.8K - $53K
|
480
$52.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
458+ 6.36% |
$50.4K - $50.6K
|
7.66K
$844K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
450+ 2.19% |
$49.5K - $49.7K
|
21K
$2.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
440+ 1.45% |
$48.4K - $48.6K
|
30.9K
$3.4M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
438+ 2.08% |
$48.2K - $48.4K
|
21.5K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
363+ 65.64% |
$39.9K - $40.1K
|
916
$101K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
314+ 15.54% |
$34.5K - $34.7K
|
2.34K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
307+ 12.49% |
$33.8K - $33.9K
|
2.77K
$305K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
287+ 1.71% |
$31.6K - $31.7K
|
17.1K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
287New |
$31.6K - $31.7K
|
287
$31.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
282+ 6.25% |
$31K - $31.1K
|
4.79K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
279+ 230.58% |
$30.7K - $30.8K
|
400
$44.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
254+ 3.15% |
$27.9K - $28.1K
|
8.32K
$916K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
247New |
$27.2K - $27.3K
|
247
$27.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
228New |
$25.1K - $25.2K
|
228
$25.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
225+ 0.55% |
$24.8K - $24.9K
|
40.9K
$4.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
196New |
$21.6K - $21.6K
|
196
$21.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
188+ 0.32% |
$20.7K - $20.8K
|
58.2K
$6.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
179New |
$19.7K - $19.8K
|
179
$19.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
176New |
$19.4K - $19.4K
|
176
$19.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
172+ 3.82% |
$18.9K - $19K
|
4.67K
$514K
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
170+ 0.62% |
$18.7K - $18.8K
|
27.6K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
170+ 9.08% |
$18.7K - $18.8K
|
2.04K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
153+ 35.01% |
$16.8K - $16.9K
|
590
$65K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
137+ 16.31% |
$15.1K - $15.1K
|
977
$108K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
130+ 6.86% |
$14.3K - $14.4K
|
2.03K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
119+ 7.06% |
$13.1K - $13.1K
|
1.8K
$199K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
115+ 1.49% |
$12.7K - $12.7K
|
7.81K
$861K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
112New |
$12.3K - $12.4K
|
112
$12.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
111+ 0.95% |
$12.2K - $12.3K
|
11.8K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
110+ 1.28% |
$12.1K - $12.1K
|
8.71K
$960K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
107+ 1.18% |
$11.8K - $11.8K
|
9.21K
$1.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
95+ 730.77% |
$10.5K - $10.5K
|
108
$11.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
95New |
$10.5K - $10.5K
|
95
$10.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
84+ 1.17% |
$9.24K - $9.28K
|
7.26K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
70New |
$7.7K - $7.73K
|
70
$7.71K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
70+ 43.21% |
$7.7K - $7.73K
|
232
$25.6K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
70+ 3.2% |
$7.7K - $7.73K
|
2.26K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
69New |
$7.59K - $7.62K
|
69
$7.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
68+ 0.57% |
$7.48K - $7.51K
|
12.1K
$1.33M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
63+ 53.39% |
$6.93K - $6.96K
|
181
$19.9K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
56+ 1.16% |
$6.16K - $6.19K
|
4.89K
$538K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
50+ 0.72% |
$5.5K - $5.52K
|
7.01K
$772K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
49+ 0.99% |
$5.39K - $5.41K
|
5K
$551K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45+ 0.5% |
$4.95K - $4.97K
|
9.05K
$997K
|
|
|
Aug 07, 2023
Q2 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
40+ 0.36% |
$4.4K - $4.42K
|
11.3K
$1.24M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
37+ 1.16% |
$4.07K - $4.09K
|
3.23K
$356K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
34+ 41.46% |
$3.74K - $3.76K
|
116
$12.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
31+ 1.35% |
$3.41K - $3.42K
|
2.32K
$256K
|