Purchases and Sales Made in Q1 2021 in Ishares Tr (SHV)

SHV Quotes by TradingView

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
Jun 15, 2021 Q1 2021
Hm Payson & CO

Portland, ME
SELL
 -
-12.4K
Closed
$1.37M - $1.37M
0 $0
Apr 12, 2021 Q1 2021
Hms Capital Management, LLC

SELL
 -
-12.9K
- 51.04%
$1.43M - $1.43M
12.4K $1.36M
May 10, 2021 Q1 2021
Kestra Advisory Services, LLC

SELL
 -
-13.3K
- 60.99%
$1.47M - $1.47M
8.52K $937K
May 17, 2021 Q1 2021
Synergy Asset Management, LLC

Bellevue, WA
SELL
 -
-13.9K
Closed
$1.53M - $1.53M
0 $0
Apr 23, 2021 Q1 2021
Parallel Advisors, LLC

SELL
 -
-14K
- 25.4%
$1.54M - $1.54M
41K $4.51M
May 04, 2021 Q1 2021
Blue Zone Wealth Advisors, LLC

SELL
 -
-14.4K
- 44.91%
$1.59M - $1.59M
17.6K $1.94M
May 13, 2021 Q1 2021
Cabana LLC

Fayetteville, AR
SELL
 -
-14.5K
Closed
$1.6M - $1.6M
0 $0
May 18, 2021 Q1 2021
Inscription Capital, LLC

Houston, TX
SELL
 -
-14.5K
- 86.14%
$1.6M - $1.6M
2.33K $257K
Apr 24, 2024 Q1 2021
Bulltick Wealth Management, LLC

Miami, FL
SELL
 -
-15.6K
- 15.05%
$1.72M - $1.72M
88K $9.68M
Apr 22, 2021 Q1 2021
Sol Capital Management CO

SELL
 -
-16.6K
- 78.47%
$1.84M - $1.84M
4.57K $502K
May 14, 2021 Q1 2021
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-18.1K
- 46.41%
$2M - $2M
20.9K $2.3M
May 03, 2021 Q1 2021
Calton & Associates, Inc.

SELL
 -
-18.3K
- 20.09%
$2.03M - $2.03M
72.9K $8.02M
Apr 12, 2021 Q1 2021
Jackson Wealth Management, LLC

SELL
 -
-18.5K
- 6.98%
$2.04M - $2.04M
246K $27.1M
Apr 30, 2021 Q1 2021
Ifp Advisors, Inc

SELL
 -
-18.5K
- 76.4%
$2.05M - $2.05M
5.72K $629K
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-19.1K
Closed
$2.11M - $2.11M
0 $0
May 06, 2021 Q1 2021
Scotia Capital Inc.

SELL
 -
-20.2K
- 17.05%
$2.24M - $2.24M
98.4K $10.8M
May 17, 2021 Q1 2021
Money Concepts Capital Corp

SELL
 -
-21.2K
- 48.43%
$2.34M - $2.34M
22.6K $2.48M
May 28, 2021 Q1 2021
Strong Box Wealth, LLC

SELL
 -
-21.3K
- 74.02%
$2.35M - $2.35M
7.46K $821K
Jan 08, 2024 Q1 2021
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-23.7K
Closed
$2.62M - $2.62M
0 $0
Nov 15, 2022 Q1 2021
Values First Advisors, Inc.

SELL
 -
-24.7K
- 58.12%
$2.73M - $2.73M
17.8K $1.96M
Apr 26, 2021 Q1 2021
Precision Wealth Strategies, LLC

SELL
 -
-25.4K
Closed
$2.81M - $2.81M
0 $0
May 17, 2021 Q1 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-26.1K
- 13.59%
$2.89M - $2.89M
166K $18.3M
May 14, 2021 Q1 2021
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-26.6K
- 48.59%
$2.94M - $2.94M
28.2K $3.1M
May 07, 2021 Q1 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-27.5K
- 15.12%
$3.04M - $3.04M
154K $17M
Apr 28, 2021 Q1 2021
Wealth Alliance Advisory Group, LLC

SELL
 -
-29.8K
- 61.74%
$3.29M - $3.29M
18.4K $2.03M
May 17, 2021 Q1 2021
Cooper Financial Group

SELL
 -
-31K
Closed
$3.43M - $3.43M
0 $0
May 14, 2021 Q1 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-31.3K
- 16.56%
$3.45M - $3.46M
157K $17.3M
May 13, 2021 Q1 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-31.5K
- 69.57%
$3.48M - $3.48M
13.8K $1.52M
May 11, 2021 Q1 2021
Madison Asset Management, LLC

Madison, WI
SELL
 -
-31.8K
- 39.25%
$3.52M - $3.52M
49.3K $5.42M
Apr 28, 2021 Q1 2021
Us Bancorp \De\

SELL
 -
-34.2K
- 26.76%
$3.78M - $3.78M
93.6K $10.3M
May 07, 2021 Q1 2021
Alberta Investment Management Corp

Edmonton, A0
SELL
 -
-35K
- 20.0%
$3.87M - $3.87M
140K $15.4M
Apr 26, 2021 Q1 2021
One Day In July LLC

SELL
 -
-35.1K
- 71.82%
$3.88M - $3.88M
13.8K $1.51M
Apr 19, 2021 Q1 2021
Pinnacle Financial Partners Inc

SELL
 -
-36.4K
- 74.23%
$4.02M - $4.02M
12.6K $1.39M
Apr 22, 2021 Q1 2021
Private Advisor Group, LLC

SELL
 -
-38.6K
- 53.21%
$4.26M - $4.26M
33.9K $3.73M
May 13, 2021 Q1 2021
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-38.8K
Closed
$4.29M - $4.29M
0 $0
May 12, 2021 Q1 2021
Ubs Group Ag

SELL
 -
-39.4K
- 4.68%
$4.36M - $4.36M
803K $88.3M
May 07, 2021 Q1 2021
Mariner, LLC

Overland Park, KS
SELL
 -
-42.6K
- 32.57%
$4.71M - $4.71M
88.2K $9.7M
May 13, 2021 Q1 2021
Banco Bilbao Vizcaya Argentaria, S.A.

SELL
 -
-42.8K
- 10.69%
$4.73M - $4.73M
357K $39.3M
May 06, 2021 Q1 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-43.1K
Closed
$4.77M - $4.77M
0 $0
May 04, 2021 Q1 2021
Atlantic Union Bankshares Corp

SELL
 -
-43.9K
- 92.24%
$4.85M - $4.85M
3.69K $406K
May 14, 2021 Q1 2021
Assetmark, Inc

SELL
 -
-45.9K
- 5.11%
$5.07M - $5.07M
851K $93.6M
May 13, 2021 Q1 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-45.9K
- 20.2%
$5.07M - $5.07M
181K $19.9M
May 13, 2021 Q1 2021
Bourgeon Capital Management LLC

SELL
 -
-50K
- 46.81%
$5.53M - $5.53M
56.8K $6.25M
Sep 15, 2021 Q1 2021
Cwm, LLC

SELL
 -
-50.7K
- 20.61%
$5.61M - $5.61M
195K $21.5M
May 17, 2021 Q1 2021
Covalis Capital LLP

London, X0
SELL
 -
-53.3K
- 84.2%
$5.89M - $5.89M
10K $1.1M
May 11, 2021 Q1 2021
Summit Wealth Group, LLC

White River Junction, VT
SELL
 -
-53.5K
Closed
$5.91M - $5.91M
0 $0
May 12, 2021 Q1 2021
Ipg Investment Advisors LLC

San Diego, CA
SELL
 -
-62.5K
- 20.53%
$6.91M - $6.91M
242K $26.6M
May 17, 2021 Q1 2021
State Street Corp

Boston, MA
SELL
 -
-63.3K
- 47.03%
$7M - $7M
71.3K $7.85M
May 13, 2021 Q1 2021
Titan Capital Management, LLC

SELL
 -
-63.8K
Closed
$7.06M - $7.06M
0 $0

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