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 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.39KNew |
$264K - $264K
|
2.39K
$263K
|
|
|
May 15, 2023
Q1 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
2.36KNew |
$260K - $260K
|
2.36K
$259K
|
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.27KNew |
$251K - $251K
|
2.27K
$249K
|
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.24KNew |
$248K - $248K
|
2.24K
$247K
|
|
|
May 10, 2021
Q1 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.23KNew |
$246K - $246K
|
2.23K
$245K
|
|
|
May 07, 2021
Q1 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.19KNew |
$242K - $242K
|
2.19K
$241K
|
|
|
May 18, 2021
Q1 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.17KNew |
$240K - $240K
|
2.17K
$238K
|
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.16K+ 34.93% |
$238K - $238K
|
8.33K
$916K
|
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.01KNew |
$223K - $223K
|
2.01K
$221K
|
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.01KNew |
$223K - $223K
|
2.01K
$221K
|
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2KNew |
$221K - $221K
|
2K
$220K
|
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.99KNew |
$219K - $219K
|
1.99K
$218K
|
|
|
May 20, 2021
Q1 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.96KNew |
$217K - $217K
|
1.96K
$216K
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.78K+ 79.05% |
$197K - $197K
|
4.03K
$444K
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.78KNew |
$197K - $197K
|
1.78K
$196K
|
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.7K+ 46.75% |
$188K - $188K
|
5.34K
$587K
|
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.57K+ 136.88% |
$174K - $174K
|
2.72K
$299K
|
|
|
May 25, 2021
Q1 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.52KNew |
$168K - $168K
|
1.52K
$167K
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.49K+ 24.82% |
$164K - $164K
|
7.48K
$822K
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.36K+ 50.22% |
$150K - $150K
|
4.06K
$446K
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.34K+ 31.61% |
$148K - $148K
|
5.56K
$611K
|
|
|
May 13, 2021
Q1 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.31K+ 24.32% |
$145K - $145K
|
6.71K
$738K
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.31K+ 6.2% |
$145K - $145K
|
22.5K
$2.47M
|
|
|
May 07, 2021
Q1 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 11.98% |
$127K - $127K
|
10.8K
$1.18M
|
|
|
Apr 28, 2021
Q1 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.15K+ 46.93% |
$127K - $127K
|
3.59K
$395K
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.07K+ 3.81% |
$118K - $118K
|
29.2K
$3.21M
|
|
|
Apr 22, 2021
Q1 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.07K+ 8.74% |
$118K - $118K
|
13.2K
$1.46M
|
|
|
May 19, 2021
Q1 2021
|
Clarity Financial LLC
|
BUY
|
- |
998+ 9.23% |
$110K - $110K
|
11.8K
$1.3M
|
|
|
Apr 26, 2021
Q1 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
846+ 11.72% |
$93.5K - $93.5K
|
8.06K
$887K
|
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
750+ 14.85% |
$82.9K - $82.9K
|
5.8K
$638K
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
678+ 3.54% |
$74.9K - $74.9K
|
19.8K
$2.18M
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
633+ 2.18% |
$70K - $70K
|
29.6K
$3.26M
|
|
|
Apr 26, 2021
Q1 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
500+ 15.52% |
$55.3K - $55.3K
|
3.72K
$409K
|
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
491+ 163.12% |
$54.3K - $54.3K
|
792
$87.1K
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
414New |
$45.8K - $45.8K
|
414
$45.5K
|
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
356New |
$39.3K - $39.3K
|
356
$39.2K
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
355+ 13.53% |
$39.2K - $39.2K
|
2.98K
$328K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
335+ 6.11% |
$37K - $37K
|
5.82K
$640K
|
|
|
Apr 20, 2021
Q1 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
328+ 10.06% |
$36.2K - $36.3K
|
3.59K
$394K
|
|
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
280New |
$30.9K - $30.9K
|
280
$30.8K
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
260+ 433.33% |
$28.7K - $28.7K
|
320
$35.2K
|
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
207+ 2.56% |
$22.9K - $22.9K
|
8.31K
$914K
|
|
|
Apr 30, 2021
Q1 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
181New |
$20K - $20K
|
181
$19.9K
|
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
168+ 247.06% |
$18.6K - $18.6K
|
236
$26K
|
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
BUY
|
- |
118+ 6.86% |
$13K - $13K
|
1.84K
$202K
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
105+ 4.82% |
$11.6K - $11.6K
|
2.28K
$251K
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
74+ 168.18% |
$8.18K - $8.18K
|
118
$13K
|
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
67+ 2.6% |
$7.4K - $7.41K
|
2.64K
$290K
|
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
63New |
$6.96K - $6.96K
|
63
$6.93K
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60New |
$6.63K - $6.63K
|
60
$6.6K
|