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 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.21KNew |
$133K - $134K
|
1.21K
$134K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
1K+ 11.22% |
$110K - $111K
|
9.93K
$1.09M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
957New |
$105K - $106K
|
957
$105K
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
955+ 13.36% |
$105K - $105K
|
8.1K
$893K
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
881+ 0.29% |
$96.9K - $97.2K
|
301K
$33.1M
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
827+ 11.69% |
$90.9K - $91.2K
|
7.9K
$871K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
806+ 17.54% |
$88.6K - $88.9K
|
5.4K
$595K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
741+ 7.15% |
$81.5K - $81.7K
|
11.1K
$1.22M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
722+ 26.45% |
$79.4K - $79.6K
|
3.45K
$381K
|
|
Aug 09, 2022
Q2 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
700+ 23.49% |
$77K - $77.2K
|
3.68K
$406K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
672+ 4.43% |
$73.9K - $74.1K
|
15.8K
$1.74M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
645+ 33.37% |
$70.9K - $71.1K
|
2.58K
$284K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
621New |
$68.3K - $68.5K
|
621
$68.5K
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
587+ 7.42% |
$64.5K - $64.7K
|
8.5K
$937K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
576+ 332.95% |
$63.3K - $63.5K
|
749
$82.6K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
548+ 128.64% |
$60.3K - $60.4K
|
974
$107K
|
|
Aug 10, 2022
Q2 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
505+ 21.67% |
$55.5K - $55.7K
|
2.84K
$313K
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
499+ 8.83% |
$54.9K - $55K
|
6.15K
$678K
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
429+ 11.71% |
$47.2K - $47.3K
|
4.09K
$451K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
365New |
$40.1K - $40.3K
|
365
$40.2K
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
344+ 0.74% |
$37.8K - $37.9K
|
46.6K
$5.14M
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
318+ 13.45% |
$35K - $35.1K
|
2.68K
$296K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
313+ 16.6% |
$34.4K - $34.5K
|
2.2K
$242K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
305+ 2.58% |
$33.5K - $33.6K
|
12.1K
$1.33M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
280+ 8.06% |
$30.8K - $30.9K
|
3.76K
$414K
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
280+ 2.68% |
$30.8K - $30.9K
|
10.7K
$1.18M
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
212+ 11.17% |
$23.3K - $23.4K
|
2.11K
$233K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
187+ 16.56% |
$20.6K - $20.6K
|
1.32K
$145K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
182+ 64.08% |
$20K - $20.1K
|
466
$51.4K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
163+ 67.08% |
$17.9K - $18K
|
406
$44.8K
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
156+ 0.35% |
$17.2K - $17.2K
|
44.9K
$4.95M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
150+ 2.51% |
$16.5K - $16.5K
|
6.14K
$676K
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
145+ 3.31% |
$15.9K - $16K
|
4.53K
$499K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
108+ 29.83% |
$11.9K - $11.9K
|
470
$51.8K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
102+ 9.85% |
$11.2K - $11.2K
|
1.14K
$125K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
64+ 1.8% |
$7.04K - $7.06K
|
3.63K
$400K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
60+ 55.05% |
$6.6K - $6.62K
|
169
$18.6K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
57New |
$6.27K - $6.29K
|
57
$6.28K
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
55+ 0.81% |
$6.05K - $6.07K
|
6.88K
$759K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
44New |
$4.84K - $4.85K
|
44
$4.85K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43+ 110.26% |
$4.73K - $4.74K
|
82
$9.04K
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
37+ 1.49% |
$4.07K - $4.08K
|
2.53K
$278K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 1.54% |
$3.08K - $3.09K
|
1.84K
$203K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
23+ 1.27% |
$2.53K - $2.54K
|
1.84K
$202K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
17New |
$1.87K - $1.87K
|
17
$1.87K
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
15New |
$1.65K - $1.65K
|
15
$1.65K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
9+ 0.09% |
$990 - $993
|
9.55K
$1.05M
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6+ 0.12% |
$660 - $662
|
4.85K
$535K
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.1% |
$550 - $551
|
5.26K
$579K
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5+ 8.77% |
$550 - $551
|
62
$6.83K
|