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 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.45K- 1.43% |
$381K - $381K
|
237K
$26.1M
|
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.48KClosed |
$384K - $384K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.51K- 34.34% |
$388K - $388K
|
6.71K
$738K
|
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.57K- 60.97% |
$395K - $395K
|
2.29K
$252K
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.81K- 18.7% |
$421K - $421K
|
16.6K
$1.82M
|
|
|
Apr 26, 2021
Q1 2021
|
Bfsg, LLC
|
SELL
|
- |
-4K- 37.39% |
$441K - $442K
|
6.69K
$736K
|
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.03KClosed |
$445K - $445K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.26KClosed |
$471K - $471K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.28K- 21.64% |
$473K - $473K
|
15.5K
$1.7M
|
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4.37K- 69.48% |
$482K - $482K
|
1.92K
$211K
|
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-4.38KClosed |
$484K - $484K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4.56K- 38.16% |
$503K - $504K
|
7.38K
$812K
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.67K- 6.79% |
$516K - $517K
|
64.2K
$7.06M
|
|
|
May 06, 2021
Q1 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-4.69K- 10.17% |
$518K - $518K
|
41.4K
$4.56M
|
|
|
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.76K- 66.03% |
$526K - $526K
|
2.45K
$269K
|
|
|
May 17, 2021
Q1 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-4.79KClosed |
$529K - $529K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4.85K- 52.02% |
$536K - $536K
|
4.47K
$492K
|
|
|
May 13, 2021
Q1 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.99KClosed |
$552K - $552K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5K- 53.4% |
$553K - $553K
|
4.37K
$480K
|
|
|
May 04, 2021
Q1 2021
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-5.24K- 27.87% |
$579K - $579K
|
13.6K
$1.49M
|
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.36KClosed |
$593K - $593K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-5.44KClosed |
$601K - $601K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.84K- 26.73% |
$645K - $645K
|
16K
$1.76M
|
|
|
May 06, 2021
Q1 2021
|
Patton Fund Management, Inc.
|
SELL
|
- |
-6.11K- 31.62% |
$675K - $675K
|
13.2K
$1.45M
|
|
|
May 12, 2021
Q1 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.14K- 20.84% |
$679K - $679K
|
23.3K
$2.56M
|
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-6.17K- 10.72% |
$682K - $682K
|
51.4K
$5.65M
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.28K- 1.95% |
$694K - $694K
|
316K
$34.7M
|
|
|
May 17, 2021
Q1 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-6.4K- 59.02% |
$708K - $708K
|
4.45K
$489K
|
|
|
Apr 23, 2021
Q1 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-6.57KClosed |
$726K - $726K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-6.76K- 22.9% |
$747K - $747K
|
22.8K
$2.5M
|
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.79K- 66.08% |
$750K - $750K
|
3.48K
$383K
|
|
|
May 10, 2021
Q1 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.05KClosed |
$779K - $779K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.06KClosed |
$780K - $781K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-7.34K- 7.83% |
$811K - $811K
|
86.4K
$9.51M
|
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-7.39K- 82.51% |
$817K - $817K
|
1.57K
$172K
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.63K- 54.06% |
$843K - $843K
|
6.48K
$713K
|
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.71KClosed |
$852K - $852K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.93K- 8.34% |
$877K - $877K
|
87.1K
$9.58M
|
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-8.16K- 36.7% |
$901K - $901K
|
14.1K
$1.55M
|
|
|
May 12, 2021
Q1 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-8.18K- 64.21% |
$904K - $904K
|
4.56K
$502K
|
|
|
Apr 30, 2021
Q1 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-8.41K- 78.18% |
$929K - $929K
|
2.35K
$258K
|
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.94K- 36.26% |
$988K - $988K
|
15.7K
$1.73M
|
|
|
May 10, 2021
Q1 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.1KClosed |
$1.01M - $1.01M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9.37K- 91.91% |
$1.04M - $1.04M
|
825
$90.7K
|
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.64K- 22.54% |
$1.06M - $1.07M
|
33.1K
$3.64M
|
|
|
Apr 14, 2021
Q1 2021
|
Sanders Morris Harris LLC
|
SELL
|
- |
-10.9KClosed |
$1.21M - $1.21M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-10.9K- 11.39% |
$1.21M - $1.21M
|
85K
$9.35M
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.2K- 8.94% |
$1.24M - $1.24M
|
114K
$12.5M
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-11.6K- 28.14% |
$1.28M - $1.28M
|
29.6K
$3.26M
|
|
|
May 17, 2021
Q1 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-12.3K- 60.52% |
$1.35M - $1.36M
|
8K
$880K
|