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
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
54+ 10.57% |
$5.97K - $5.97K
|
565
$62.1K
|
|
|
Apr 05, 2021
Q1 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
44+ 0.99% |
$4.86K - $4.86K
|
4.5K
$495K
|
|
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44New |
$4.86K - $4.86K
|
44
$4.84K
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
41+ 3.42% |
$4.53K - $4.53K
|
1.24K
$136K
|
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
37+ 1.29% |
$4.09K - $4.09K
|
2.91K
$320K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
35New |
$3.87K - $3.87K
|
35
$3.85K
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
35New |
$3.87K - $3.87K
|
35
$3.85K
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
30+ 0.53% |
$3.32K - $3.32K
|
5.71K
$628K
|
|
|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
27New |
$2.98K - $2.98K
|
27
$2.97K
|
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.84% |
$2.54K - $2.54K
|
2.76K
$303K
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18+ 0.5% |
$1.99K - $1.99K
|
3.64K
$400K
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.67% |
$1.88K - $1.88K
|
2.55K
$280K
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10New |
$1.11K - $1.11K
|
10
$1.1K
|
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 2.19% |
$442 - $442
|
187
$20.6K
|
|
|
May 18, 2021
Q1 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1+ 0.24% |
$111 - $111
|
411
$45.2K
|
|
|
May 14, 2021
Q1 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.03% |
$111 - $111
|
3.9K
$429K
|
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1- 0.26% |
$111 - $111
|
381
$41.9K
|
|
|
May 11, 2021
Q1 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1- 0.01% |
$111 - $111
|
7.47K
$822K
|
|
|
May 17, 2021
Q1 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3- 0.05% |
$332 - $332
|
6.44K
$708K
|
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 3.68% |
$553 - $553
|
131
$14.4K
|
|
|
May 14, 2021
Q1 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-8- 29.63% |
$884 - $884
|
19
$2.09K
|
|
|
May 03, 2021
Q1 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-19Closed |
$2.1K - $2.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-27Closed |
$2.98K - $2.98K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-31- 88.57% |
$3.43K - $3.43K
|
4
$440
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-35- 19.23% |
$3.87K - $3.87K
|
147
$16.2K
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-43Closed |
$4.75K - $4.75K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-55Closed |
$6.08K - $6.08K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-64Closed |
$7.07K - $7.07K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-68- 1.63% |
$7.51K - $7.52K
|
4.11K
$452K
|
|
|
May 04, 2021
Q1 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-74- 11.73% |
$8.18K - $8.18K
|
557
$61.3K
|
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-80- 7.41% |
$8.84K - $8.84K
|
1K
$110K
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-80Closed |
$8.84K - $8.84K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-94- 3.95% |
$10.4K - $10.4K
|
2.29K
$252K
|
|
|
May 14, 2021
Q1 2021
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-98- 0.58% |
$10.8K - $10.8K
|
16.9K
$1.85M
|
|
|
May 17, 2021
Q1 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-100- 3.46% |
$11.1K - $11.1K
|
2.79K
$307K
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 12.5% |
$11.1K - $11.1K
|
700
$77K
|
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-104- 1.45% |
$11.5K - $11.5K
|
7.06K
$777K
|
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-121- 4.4% |
$13.4K - $13.4K
|
2.63K
$289K
|
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-128- 1.16% |
$14.1K - $14.1K
|
10.9K
$1.2M
|
|
|
Apr 27, 2021
Q1 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-128- 4.33% |
$14.1K - $14.1K
|
2.83K
$311K
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-129- 46.07% |
$14.3K - $14.3K
|
151
$16.6K
|
|
|
Jun 01, 2021
Q1 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-130- 5.8% |
$14.4K - $14.4K
|
2.11K
$232K
|
|
|
Apr 19, 2021
Q1 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-132Closed |
$14.6K - $14.6K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-133Closed |
$14.7K - $14.7K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-139- 1.19% |
$15.4K - $15.4K
|
11.6K
$1.27M
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-140- 0.52% |
$15.5K - $15.5K
|
26.8K
$2.95M
|
|
|
May 03, 2021
Q1 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-149- 5.6% |
$16.5K - $16.5K
|
2.51K
$276K
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-162- 2.19% |
$17.9K - $17.9K
|
7.22K
$794K
|
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-185- 2.81% |
$20.4K - $20.4K
|
6.39K
$703K
|
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-225- 2.3% |
$24.9K - $24.9K
|
9.56K
$1.05M
|