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
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.62KNew |
$398K - $399K
|
3.62K
$399K
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.61K+ 6.06% |
$397K - $398K
|
63.2K
$6.97M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.61K+ 142.72% |
$396K - $398K
|
6.13K
$676K
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
3.6K+ 10.25% |
$395K - $397K
|
38.7K
$4.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.43K+ 2.78% |
$377K - $378K
|
127K
$14M
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
3.4K+ 179.18% |
$374K - $375K
|
5.3K
$584K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.09K+ 117.26% |
$340K - $341K
|
5.73K
$631K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
3.07K+ 12.63% |
$338K - $339K
|
27.4K
$3.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
2.95KNew |
$324K - $325K
|
2.95K
$325K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.93K+ 302.37% |
$323K - $323K
|
3.9K
$430K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.86K+ 46.4% |
$315K - $316K
|
9.03K
$995K
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.81KNew |
$309K - $310K
|
2.81K
$309K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.8K+ 4.31% |
$308K - $309K
|
67.8K
$7.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.8KNew |
$308K - $308K
|
2.8K
$308K
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.8KNew |
$307K - $308K
|
2.8K
$308K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2.79KNew |
$307K - $308K
|
2.79K
$308K
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.69K+ 10.87% |
$296K - $297K
|
27.5K
$3.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.64K+ 1.19% |
$290K - $291K
|
225K
$24.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2.61K+ 1.35% |
$287K - $288K
|
196K
$21.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.6K+ 2599.0% |
$286K - $287K
|
2.7K
$298K
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.58KNew |
$284K - $285K
|
2.58K
$285K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$284K - $285K
|
2.58K
$285K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
2.56K+ 59.57% |
$281K - $282K
|
6.85K
$755K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.54K+ 11.72% |
$279K - $280K
|
24.2K
$2.67M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.51K+ 296.57% |
$276K - $276K
|
3.35K
$369K
|
|
|
Jul 28, 2022
Q2 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
2.48K+ 37.76% |
$272K - $273K
|
9.03K
$995K
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
2.44KNew |
$269K - $270K
|
2.44K
$269K
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.4KNew |
$264K - $265K
|
2.4K
$265K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.39KNew |
$263K - $264K
|
2.39K
$264K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.22K+ 64.97% |
$244K - $245K
|
5.64K
$621K
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.13KNew |
$234K - $234K
|
2.13K
$234K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.12K+ 19.39% |
$233K - $233K
|
13K
$1.44M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
2.06K+ 13.58% |
$226K - $227K
|
17.2K
$1.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.01K+ 80.11% |
$221K - $222K
|
4.52K
$498K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.01K+ 23.1% |
$221K - $221K
|
10.7K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.95KNew |
$215K - $215K
|
1.95K
$215K
|
|
|
Jul 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.91K+ 69.75% |
$210K - $211K
|
4.65K
$512K
|
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
BUY
|
- |
1.88K+ 45.73% |
$206K - $207K
|
5.98K
$659K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.87K+ 10.12% |
$206K - $206K
|
20.3K
$2.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.85KNew |
$203K - $204K
|
1.85K
$204K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.79KNew |
$197K - $198K
|
1.79K
$197K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.71K+ 3.35% |
$188K - $189K
|
52.8K
$5.82M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.62K+ 39.14% |
$179K - $179K
|
5.77K
$636K
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.62K+ 12.19% |
$178K - $179K
|
14.9K
$1.64M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.58K+ 9.03% |
$174K - $174K
|
19.1K
$2.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.54K+ 0.72% |
$169K - $170K
|
215K
$23.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.47K+ 68.04% |
$162K - $162K
|
3.64K
$401K
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.43K+ 68.59% |
$157K - $158K
|
3.52K
$387K
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.37K+ 18.0% |
$151K - $151K
|
8.98K
$990K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.24K+ 4.62% |
$136K - $136K
|
28K
$3.08M
|