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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-227Closed |
$25.1K - $25.1K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ma Private Wealth
|
SELL
|
- |
-266- 0.54% |
$29.4K - $29.4K
|
49.4K
$5.44M
|
|
|
Apr 15, 2021
Q1 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-273- 5.99% |
$30.2K - $30.2K
|
4.28K
$471K
|
|
|
Jul 09, 2024
Q1 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-281- 7.66% |
$31.1K - $31.1K
|
3.39K
$373K
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-329- 12.51% |
$36.4K - $36.4K
|
2.3K
$253K
|
|
|
May 14, 2021
Q1 2021
|
West Branch Capital LLC
|
SELL
|
- |
-333- 5.03% |
$36.8K - $36.8K
|
6.29K
$692K
|
|
|
May 18, 2021
Q1 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-335Closed |
$37K - $37K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-336- 2.09% |
$37.1K - $37.1K
|
15.7K
$1.73M
|
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-337- 0.14% |
$37.2K - $37.2K
|
238K
$26.2M
|
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-340- 3.45% |
$37.6K - $37.6K
|
9.52K
$1.05M
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-359Closed |
$39.7K - $39.7K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-367- 1.88% |
$40.6K - $40.6K
|
19.2K
$2.11M
|
|
|
Apr 12, 2021
Q1 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-393- 56.79% |
$43.4K - $43.4K
|
299
$32.9K
|
|
|
May 14, 2021
Q1 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-405- 43.5% |
$44.8K - $44.8K
|
526
$57.8K
|
|
|
Apr 26, 2021
Q1 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-430- 5.38% |
$47.5K - $47.5K
|
7.56K
$831K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-458- 67.16% |
$50.6K - $50.6K
|
224
$24.6K
|
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-459- 9.83% |
$50.7K - $50.7K
|
4.21K
$463K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-461- 7.22% |
$50.9K - $51K
|
5.93K
$652K
|
|
|
May 17, 2021
Q1 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-490- 16.0% |
$54.1K - $54.2K
|
2.57K
$283K
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-519- 4.94% |
$57.4K - $57.4K
|
9.99K
$1.1M
|
|
|
Apr 27, 2021
Q1 2021
|
American Asset Management Inc.
|
SELL
|
- |
-534- 0.29% |
$59K - $59K
|
183K
$20.1M
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-555Closed |
$61.3K - $61.3K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-571Closed |
$63.1K - $63.1K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-576- 18.43% |
$63.7K - $63.7K
|
2.55K
$280K
|
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-611- 5.35% |
$67.5K - $67.5K
|
10.8K
$1.19M
|
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-670- 2.35% |
$74K - $74.1K
|
27.8K
$3.06M
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-705- 85.45% |
$77.9K - $77.9K
|
120
$13.2K
|
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-712- 70.29% |
$78.7K - $78.7K
|
301
$33.1K
|
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
SELL
|
- |
-715- 4.25% |
$79K - $79K
|
16.1K
$1.77M
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-723- 8.28% |
$79.9K - $79.9K
|
8.01K
$881K
|
|
|
May 03, 2021
Q1 2021
|
Sfmg, LLC
|
SELL
|
- |
-734- 3.37% |
$81.1K - $81.1K
|
21K
$2.31M
|
|
|
May 17, 2021
Q1 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-743- 1.38% |
$82.1K - $82.1K
|
53.1K
$5.84M
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-759- 3.39% |
$83.9K - $83.9K
|
21.6K
$2.38M
|
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
SELL
|
- |
-770- 9.0% |
$85.1K - $85.1K
|
7.79K
$856K
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-780- 3.79% |
$86.2K - $86.2K
|
19.8K
$2.18M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-789- 18.46% |
$87.2K - $87.2K
|
3.49K
$383K
|
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-795- 6.17% |
$87.9K - $87.9K
|
12.1K
$1.33M
|
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-815- 5.84% |
$90.1K - $90.1K
|
13.2K
$1.45M
|
|
|
Apr 14, 2021
Q1 2021
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-833- 19.37% |
$92.1K - $92.1K
|
3.47K
$381K
|
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-838- 48.81% |
$92.6K - $92.6K
|
879
$96.7K
|
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-942- 72.52% |
$104K - $104K
|
357
$39.3K
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-953Closed |
$105K - $105K
|
0
$0
|
|
|
Jun 21, 2021
Q1 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-954- 4.79% |
$105K - $105K
|
19K
$2.09M
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-972- 16.32% |
$107K - $107K
|
4.98K
$548K
|
|
|
May 06, 2021
Q1 2021
|
Grand Central Investment Group
|
SELL
|
- |
-985- 8.09% |
$109K - $109K
|
11.2K
$1.23M
|
|
|
May 06, 2021
Q1 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.03K- 22.76% |
$113K - $114K
|
3.49K
$383K
|
|
|
Apr 08, 2021
Q1 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.03K- 6.39% |
$114K - $114K
|
15.1K
$1.66M
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.04K- 6.04% |
$114K - $115K
|
16.1K
$1.77M
|
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.04K- 13.16% |
$115K - $115K
|
6.87K
$755K
|
|
|
Apr 28, 2021
Q1 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.11K- 4.82% |
$123K - $123K
|
21.9K
$2.41M
|