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 10, 2021
Q1 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.12K- 27.18% |
$124K - $124K
|
3K
$330K
|
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.17K- 40.81% |
$129K - $129K
|
1.69K
$186K
|
|
|
May 14, 2021
Q1 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.21K- 14.4% |
$134K - $134K
|
7.19K
$791K
|
|
|
Apr 23, 2021
Q1 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.28K- 2.36% |
$142K - $142K
|
53K
$5.83M
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.29K- 6.48% |
$143K - $143K
|
18.6K
$2.05M
|
|
|
May 06, 2021
Q1 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.32K- 2.06% |
$146K - $146K
|
62.9K
$6.92M
|
|
|
May 17, 2021
Q1 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.36K- 28.92% |
$151K - $151K
|
3.35K
$368K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.39K- 51.68% |
$153K - $153K
|
1.3K
$142K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.42KClosed |
$156K - $156K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-1.47K- 64.7% |
$162K - $162K
|
801
$88.1K
|
|
|
May 24, 2021
Q1 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.49K- 15.77% |
$165K - $165K
|
7.98K
$878K
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 35.17% |
$167K - $167K
|
2.79K
$307K
|
|
|
Apr 15, 2021
Q1 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1.58K- 8.59% |
$175K - $175K
|
16.9K
$1.85M
|
|
|
May 14, 2021
Q1 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.61K- 8.47% |
$177K - $178K
|
17.4K
$1.91M
|
|
|
May 07, 2021
Q1 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.63K- 3.6% |
$180K - $180K
|
43.7K
$4.8M
|
|
|
May 07, 2021
Q1 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 20.0% |
$185K - $185K
|
6.7K
$737K
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.69K- 89.63% |
$186K - $186K
|
195
$21.4K
|
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.82KClosed |
$201K - $201K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.83K- 6.46% |
$202K - $202K
|
26.5K
$2.91M
|
|
|
Apr 26, 2021
Q1 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.87K- 36.72% |
$207K - $207K
|
3.23K
$355K
|
|
|
May 03, 2021
Q1 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.89KClosed |
$209K - $209K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.89KClosed |
$209K - $209K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-1.94KClosed |
$215K - $215K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.96K- 5.58% |
$217K - $217K
|
33.2K
$3.65M
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.97KClosed |
$218K - $218K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.98KClosed |
$218K - $219K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.98KClosed |
$219K - $219K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 3.39% |
$222K - $222K
|
57.3K
$6.3M
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 1.17% |
$223K - $223K
|
170K
$18.7M
|
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.09K- 24.72% |
$231K - $231K
|
6.35K
$698K
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.12KClosed |
$234K - $234K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.15KClosed |
$237K - $237K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.25KClosed |
$249K - $249K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2.26K- 4.83% |
$250K - $250K
|
44.6K
$4.91M
|
|
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2.26K- 4.83% |
$250K - $250K
|
44.6K
$4.91M
|
|
|
Apr 29, 2021
Q1 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-2.4KClosed |
$265K - $265K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2.4K- 23.42% |
$265K - $265K
|
7.84K
$862K
|
|
|
Apr 06, 2021
Q1 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.45K- 24.14% |
$271K - $271K
|
7.7K
$847K
|
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.49KClosed |
$275K - $275K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.67KClosed |
$295K - $295K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.71KClosed |
$300K - $300K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.82KClosed |
$312K - $312K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.84K- 2.36% |
$313K - $313K
|
118K
$12.9M
|
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.86K- 25.76% |
$316K - $316K
|
8.24K
$906K
|
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.94KClosed |
$324K - $324K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.94K- 15.62% |
$325K - $325K
|
15.9K
$1.75M
|
|
|
May 25, 2021
Q1 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3K- 18.79% |
$331K - $331K
|
13K
$1.42M
|
|
|
Apr 29, 2021
Q1 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-3.06K- 28.25% |
$338K - $338K
|
7.76K
$853K
|
|
|
May 12, 2021
Q1 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.14K- 42.28% |
$347K - $347K
|
4.29K
$472K
|
|
|
May 17, 2021
Q1 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.29K- 46.26% |
$364K - $364K
|
3.83K
$421K
|