Purchases and Sales Made in Q2 2020 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q2 2020. 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 |
---|---|---|---|---|---|---|---|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.02M+ 58.05% |
$113M - $114M
|
2.79M
$307M
|
|
Aug 12, 2020
Q2 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
892KNew |
$98.7M - $98.9M
|
892K
$98M
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
743K+ 21.16% |
$82.2M - $82.4M
|
4.25M
$468M
|
|
Aug 11, 2020
Q2 2020
|
Betterment LLC
New York, NY |
BUY
|
- |
560K+ 7.58% |
$62M - $62.2M
|
7.95M
$875M
|
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
535K+ 857.84% |
$59.2M - $59.3M
|
597K
$65.7M
|
|
Jul 15, 2020
Q2 2020
|
Peavine Capital, LLC
|
BUY
|
- |
462K+ 41.78% |
$51.2M - $51.3M
|
1.57M
$173M
|
|
Jul 31, 2020
Q2 2020
|
Jordan Park Group LLC
|
BUY
|
- |
436K+ 146.01% |
$48.3M - $48.4M
|
734K
$80.8M
|
|
Jul 29, 2020
Q2 2020
|
Astor Investment Management LLC
|
BUY
|
- |
427KNew |
$47.3M - $47.4M
|
427K
$47M
|
|
Jul 30, 2020
Q2 2020
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
301KNew |
$33.3M - $33.4M
|
301K
$33.1M
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
256K+ 9082.9% |
$28.3M - $28.4M
|
259K
$28.5M
|
|
Jul 27, 2020
Q2 2020
|
Executive Wealth Management, LLC
|
BUY
|
- |
252KNew |
$27.9M - $28M
|
252K
$27.8M
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
BUY
|
- |
230K+ 79.06% |
$25.4M - $25.5M
|
520K
$57.2M
|
|
Aug 06, 2020
Q2 2020
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
221K+ 58.38% |
$24.5M - $24.6M
|
601K
$66.1M
|
|
Aug 30, 2024
Q2 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
212K+ 3201.58% |
$23.5M - $23.6M
|
219K
$24.1M
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
194K+ 99.19% |
$21.5M - $21.5M
|
389K
$42.8M
|
|
Aug 14, 2020
Q2 2020
|
Hrt Financial LP
New York, NY |
BUY
|
- |
193K+ 442.85% |
$21.4M - $21.4M
|
237K
$26M
|
|
Aug 14, 2020
Q2 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
191KNew |
$21.1M - $21.2M
|
191K
$21M
|
|
Jul 21, 2020
Q2 2020
|
Gw Henssler & Associates LTD
|
BUY
|
- |
185KNew |
$20.5M - $20.5M
|
185K
$20.3M
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
180K+ 29.92% |
$20M - $20M
|
784K
$86.2M
|
|
Aug 13, 2020
Q2 2020
|
Athanor Capital, LP
New York, NY |
BUY
|
- |
180KNew |
$19.9M - $20M
|
180K
$19.8M
|
|
Jul 15, 2020
Q2 2020
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
177KNew |
$19.6M - $19.6M
|
177K
$19.4M
|
|
Aug 14, 2020
Q2 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
176KNew |
$19.5M - $19.5M
|
176K
$19.3M
|
|
Aug 13, 2020
Q2 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
160K+ 1046.13% |
$17.7M - $17.8M
|
176K
$19.3M
|
|
Jul 21, 2020
Q2 2020
|
Hudson Capital Management LLC
|
BUY
|
- |
129KNew |
$14.3M - $14.3M
|
129K
$14.2M
|
|
Jul 29, 2020
Q2 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
116K+ 40.91% |
$12.9M - $12.9M
|
401K
$44.1M
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
115K+ 294.36% |
$12.8M - $12.8M
|
154K
$17M
|
|
Jul 27, 2020
Q2 2020
|
Bourgeon Capital Management LLC
|
BUY
|
- |
108KNew |
$12M - $12M
|
108K
$11.9M
|
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
107KNew |
$11.8M - $11.8M
|
107K
$11.7M
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
104K+ 87.54% |
$11.5M - $11.5M
|
223K
$24.5M
|
|
Aug 03, 2020
Q2 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
101K+ 843.28% |
$11.2M - $11.2M
|
113K
$12.5M
|
|
Aug 14, 2020
Q2 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
95.3KNew |
$10.6M - $10.6M
|
95.3K
$10.5M
|
|
Jul 21, 2020
Q2 2020
|
Next Capital Advisers, Inc.
|
BUY
|
- |
81.8K+ 26.51% |
$9.06M - $9.08M
|
390K
$42.9M
|
|
Aug 03, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
80.6K+ 2443.57% |
$8.92M - $8.94M
|
83.9K
$9.23M
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
80.4K+ 58.34% |
$8.9M - $8.92M
|
218K
$24M
|
|
Jul 15, 2020
Q2 2020
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
79.3KNew |
$8.78M - $8.8M
|
79.3K
$8.72M
|
|
Aug 13, 2020
Q2 2020
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
78.2K+ 185.56% |
$8.65M - $8.67M
|
120K
$13.2M
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
75.6K+ 367.55% |
$8.37M - $8.39M
|
96.2K
$10.6M
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
- |
71.9K+ 104.83% |
$7.96M - $7.98M
|
141K
$15.5M
|
|
Jul 31, 2020
Q2 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
71.4K+ 1255.45% |
$7.9M - $7.92M
|
77K
$8.47M
|
|
Jul 29, 2020
Q2 2020
|
Slate Stone Wealth, LLC
|
BUY
|
- |
70.9KNew |
$7.85M - $7.86M
|
70.9K
$7.79M
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
67K+ 136.19% |
$7.42M - $7.43M
|
116K
$12.8M
|
|
Aug 07, 2020
Q2 2020
|
Estate Counselors, LLC
|
BUY
|
- |
62.7KNew |
$6.94M - $6.95M
|
62.7K
$6.89M
|
|
Aug 11, 2020
Q2 2020
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
57.4KNew |
$6.36M - $6.37M
|
57.4K
$6.31M
|
|
Aug 14, 2020
Q2 2020
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
57.3K+ 62.96% |
$6.35M - $6.36M
|
148K
$16.3M
|
|
Aug 14, 2020
Q2 2020
|
Gen Trust, LLC
|
BUY
|
- |
55.5K+ 165.13% |
$6.15M - $6.16M
|
89.1K
$9.8M
|
|
Aug 14, 2020
Q2 2020
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55KNew |
$6.09M - $6.1M
|
55K
$6.05M
|
|
Jul 08, 2020
Q2 2020
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
53.2KNew |
$5.89M - $5.91M
|
53.2K
$5.86M
|
|
Sep 22, 2020
Q2 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
53.1KNew |
$5.88M - $5.9M
|
53.1K
$5.85M
|
|
Aug 12, 2020
Q2 2020
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
52.3KNew |
$5.78M - $5.8M
|
52.3K
$5.75M
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.2K+ 833.76% |
$5.45M - $5.46M
|
55.1K
$6.07M
|