Purchases and Sales Made in Q1 2021 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q1 2021. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2021
Q1 2021
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
2.32MNew |
$256M - $256M
|
2.32M
$255M
|
|
|
Apr 27, 2021
Q1 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
594K+ 88.43% |
$65.6M - $65.6M
|
1.26M
$139M
|
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
402K+ 1609.52% |
$44.4M - $44.4M
|
427K
$47M
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
267K+ 873.84% |
$29.6M - $29.6M
|
298K
$32.8M
|
|
|
Apr 23, 2021
Q1 2021
|
Peavine Capital, LLC
|
BUY
|
- |
204K+ 9.24% |
$22.5M - $22.5M
|
2.41M
$265M
|
|
|
May 11, 2021
Q1 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
187KNew |
$20.6M - $20.6M
|
187K
$20.6M
|
|
|
May 12, 2021
Q1 2021
|
Palladiem, LLC
|
BUY
|
- |
125KNew |
$13.8M - $13.8M
|
125K
$13.7M
|
|
|
May 13, 2021
Q1 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
124KNew |
$13.7M - $13.7M
|
124K
$13.6M
|
|
|
Apr 23, 2021
Q1 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
102K+ 12.22% |
$11.3M - $11.3M
|
936K
$103M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
77.6KNew |
$8.58M - $8.58M
|
77.6K
$8.54M
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
74.4K+ 156.11% |
$8.23M - $8.23M
|
122K
$13.4M
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
73.3K+ 210.9% |
$8.1M - $8.1M
|
108K
$11.9M
|
|
|
Apr 27, 2021
Q1 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
68.6K+ 12.1% |
$7.58M - $7.58M
|
636K
$70M
|
|
|
May 13, 2021
Q1 2021
|
Gen Trust, LLC
|
BUY
|
- |
65.9KNew |
$7.29M - $7.29M
|
65.9K
$7.25M
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
62.6K+ 131.91% |
$6.92M - $6.92M
|
110K
$12.1M
|
|
|
Apr 20, 2021
Q1 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
61.5KNew |
$6.79M - $6.79M
|
61.5K
$6.76M
|
|
|
May 17, 2021
Q1 2021
|
Townsquare Capital LLC
|
BUY
|
- |
55.2K+ 102.39% |
$6.1M - $6.1M
|
109K
$12M
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
52.7K+ 54.31% |
$5.83M - $5.83M
|
150K
$16.5M
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
50.7K+ 25.96% |
$5.61M - $5.61M
|
246K
$27.1M
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44K+ 1213.08% |
$4.86M - $4.86M
|
47.6K
$5.24M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.6K+ 1.21% |
$3.82M - $3.82M
|
2.9M
$319M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.3K+ 25.42% |
$3.35M - $3.35M
|
150K
$16.5M
|
|
|
May 03, 2021
Q1 2021
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
29.9K+ 99.14% |
$3.31M - $3.31M
|
60.1K
$6.61M
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
28.8K+ 22.83% |
$3.18M - $3.18M
|
155K
$17M
|
|
|
May 14, 2021
Q1 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
28.2K+ 8.04% |
$3.11M - $3.11M
|
379K
$41.7M
|
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
23.1KNew |
$2.56M - $2.56M
|
23.1K
$2.55M
|
|
|
May 03, 2021
Q1 2021
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
22.5K+ 51.93% |
$2.49M - $2.49M
|
65.8K
$7.24M
|
|
|
Apr 15, 2021
Q1 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
22.3KNew |
$2.46M - $2.46M
|
22.3K
$2.45M
|
|
|
Apr 14, 2021
Q1 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
21.4KNew |
$2.36M - $2.36M
|
21.4K
$2.35M
|
|
|
May 12, 2021
Q1 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
21.2KNew |
$2.34M - $2.34M
|
21.2K
$2.33M
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
20.5K+ 911.18% |
$2.27M - $2.27M
|
22.8K
$2.51M
|
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.7KNew |
$2.07M - $2.07M
|
18.7K
$2.06M
|
|
|
May 13, 2021
Q1 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.7KNew |
$1.85M - $1.85M
|
16.7K
$1.84M
|
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15KNew |
$1.66M - $1.66M
|
15K
$1.65M
|
|
|
Apr 12, 2021
Q1 2021
|
Kwmg, LLC
|
BUY
|
- |
15K+ 24.65% |
$1.66M - $1.66M
|
75.9K
$8.36M
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.2K+ 1054.61% |
$1.45M - $1.45M
|
14.4K
$1.58M
|
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
13K+ 15.12% |
$1.44M - $1.44M
|
99K
$10.9M
|
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
13K+ 303.29% |
$1.44M - $1.44M
|
17.3K
$1.9M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
12.8KNew |
$1.41M - $1.41M
|
12.8K
$1.41M
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
12.7KNew |
$1.4M - $1.4M
|
12.7K
$1.39M
|
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
12.3K+ 5.5% |
$1.36M - $1.36M
|
235K
$25.9M
|
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.3K+ 57.34% |
$1.35M - $1.35M
|
33.6K
$3.7M
|
|
|
May 06, 2021
Q1 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
12KNew |
$1.33M - $1.33M
|
12K
$1.32M
|
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
11.6K+ 3.69% |
$1.29M - $1.29M
|
328K
$36M
|
|
|
Apr 15, 2021
Q1 2021
|
Astor Investment Management LLC
|
BUY
|
- |
11.3KNew |
$1.25M - $1.25M
|
11.3K
$1.25M
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.2K+ 7.84% |
$1.24M - $1.24M
|
154K
$16.9M
|
|
|
Apr 19, 2021
Q1 2021
|
Sanders Morris Harris LLC
|
BUY
|
- |
10.9KNew |
$1.21M - $1.21M
|
10.9K
$1.2M
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.5KNew |
$1.16M - $1.16M
|
10.5K
$1.16M
|
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.3K+ 30.87% |
$1.14M - $1.14M
|
43.6K
$4.79M
|
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.86K+ 253.08% |
$1.09M - $1.09M
|
13.8K
$1.51M
|