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 07, 2021
Q1 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
9.66KNew |
$1.07M - $1.07M
|
9.66K
$1.06M
|
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
9.59K+ 29.23% |
$1.06M - $1.06M
|
42.4K
$4.68M
|
|
|
May 12, 2021
Q1 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.48K+ 10.82% |
$1.05M - $1.05M
|
97.1K
$10.7M
|
|
|
Apr 13, 2021
Q1 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
9.38K+ 106.27% |
$1.04M - $1.04M
|
18.2K
$2.01M
|
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.75K+ 19.58% |
$967K - $967K
|
53.4K
$5.89M
|
|
|
Apr 01, 2021
Q1 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
8.38K+ 316.87% |
$926K - $926K
|
11K
$1.21M
|
|
|
May 06, 2021
Q1 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
8.3KNew |
$917K - $917K
|
8.3K
$915K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
8.13K+ 3.76% |
$898K - $898K
|
224K
$24.7M
|
|
|
May 11, 2021
Q1 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8.12K+ 305.19% |
$897K - $898K
|
10.8K
$1.19M
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.08KNew |
$893K - $893K
|
8.08K
$891K
|
|
|
Apr 23, 2021
Q1 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
7.84K+ 2.85% |
$867K - $867K
|
283K
$31.2M
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
7.8K+ 2.4% |
$862K - $862K
|
332K
$36.6M
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.38KNew |
$816K - $816K
|
7.38K
$814K
|
|
|
May 17, 2021
Q1 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
7.36K+ 299.63% |
$814K - $814K
|
9.82K
$1.08M
|
|
|
Jun 21, 2021
Q1 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
7.16K+ 73.56% |
$792K - $792K
|
16.9K
$1.86M
|
|
|
May 05, 2021
Q1 2021
|
Adviser Investments LLC
|
BUY
|
- |
7.12KNew |
$787K - $787K
|
7.12K
$785K
|
|
|
Apr 23, 2021
Q1 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
6.98KNew |
$772K - $772K
|
6.98K
$770K
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.85K+ 243.72% |
$757K - $757K
|
9.66K
$1.06M
|
|
|
May 13, 2021
Q1 2021
|
Pecaut & Co.
|
BUY
|
- |
6.78KNew |
$749K - $749K
|
6.78K
$747K
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.22KNew |
$688K - $688K
|
6.22K
$686K
|
|
|
Apr 27, 2021
Q1 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.09K+ 7.98% |
$673K - $673K
|
82.4K
$9.08M
|
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
5.64K+ 213.91% |
$624K - $624K
|
8.28K
$913K
|
|
|
May 12, 2021
Q1 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.25KNew |
$581K - $581K
|
5.25K
$579K
|
|
|
May 06, 2021
Q1 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.17K+ 22.5% |
$571K - $572K
|
28.2K
$3.1M
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.64K+ 31.25% |
$512K - $512K
|
19.5K
$2.15M
|
|
|
May 17, 2021
Q1 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.57K+ 76.31% |
$505K - $505K
|
10.6K
$1.16M
|
|
|
May 28, 2021
Q1 2021
|
Sierra Capital LLC
|
BUY
|
- |
4.5KNew |
$497K - $497K
|
4.5K
$496K
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.37K+ 148.27% |
$483K - $483K
|
7.32K
$807K
|
|
|
Apr 28, 2021
Q1 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.28K+ 30.35% |
$473K - $473K
|
18.4K
$2.03M
|
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.18K+ 78.28% |
$462K - $462K
|
9.51K
$1.05M
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.82K+ 7.29% |
$422K - $422K
|
56.2K
$6.19M
|
|
|
Aug 28, 2024
Q1 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.58KNew |
$396K - $396K
|
3.58K
$395K
|
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.5KNew |
$387K - $387K
|
3.5K
$386K
|
|
|
May 12, 2021
Q1 2021
|
Rede Wealth, LLC
|
BUY
|
- |
3.28KNew |
$362K - $362K
|
3.28K
$361K
|
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.24K+ 96.58% |
$358K - $358K
|
6.6K
$728K
|
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.2KNew |
$354K - $354K
|
3.2K
$353K
|
|
|
May 11, 2021
Q1 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.17KNew |
$350K - $350K
|
3.17K
$349K
|
|
|
Apr 12, 2021
Q1 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.16K+ 89.87% |
$349K - $349K
|
6.67K
$735K
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.15K+ 37.63% |
$348K - $348K
|
11.5K
$1.27M
|
|
|
May 04, 2021
Q1 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.01KNew |
$333K - $333K
|
3.01K
$332K
|
|
|
Mar 11, 2024
Q1 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.9KNew |
$320K - $320K
|
2.9K
$319K
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.84K+ 35.63% |
$313K - $313K
|
10.8K
$1.19M
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.75K+ 19.76% |
$304K - $304K
|
16.7K
$1.84M
|
|
|
May 13, 2021
Q1 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.65K+ 94.64% |
$293K - $293K
|
5.45K
$601K
|
|
|
Apr 26, 2021
Q1 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.65K+ 41.04% |
$293K - $293K
|
9.1K
$1M
|
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
2.58K+ 39.25% |
$285K - $285K
|
9.14K
$1.01M
|
|
|
May 10, 2021
Q1 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.58K+ 2.44% |
$285K - $285K
|
108K
$11.9M
|
|
|
Apr 13, 2021
Q1 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
2.57KNew |
$284K - $284K
|
2.57K
$284K
|
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.44KNew |
$270K - $270K
|
2.44K
$269K
|
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.41KNew |
$266K - $266K
|
2.41K
$265K
|