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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2020
Q2 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
48.2K+ 1009.55% |
$5.34M - $5.35M
|
53K
$5.83M
|
|
|
Aug 17, 2020
Q2 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
46.8KNew |
$5.19M - $5.2M
|
46.8K
$5.15M
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
45.7KNew |
$5.06M - $5.07M
|
45.7K
$5.03M
|
|
|
Aug 13, 2020
Q2 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
38.8KNew |
$4.29M - $4.3M
|
38.8K
$4.26M
|
|
|
Jul 31, 2020
Q2 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
38.4K+ 12.81% |
$4.26M - $4.27M
|
339K
$37.2M
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
38.3K+ 42.49% |
$4.24M - $4.25M
|
129K
$14.1M
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.1K+ 41.84% |
$4.21M - $4.22M
|
129K
$14.2M
|
|
|
Jul 21, 2020
Q2 2020
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
36.8KNew |
$4.07M - $4.08M
|
36.8K
$4.04M
|
|
|
Aug 14, 2020
Q2 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.5K+ 1.47% |
$3.82M - $3.83M
|
2.39M
$262M
|
|
|
Jul 21, 2020
Q2 2020
|
Brookstone Capital Management
|
BUY
|
- |
34.5KNew |
$3.82M - $3.83M
|
34.5K
$3.8M
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.5K+ 21.1% |
$3.71M - $3.72M
|
192K
$21.2M
|
|
|
Aug 14, 2020
Q2 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
32.9K+ 485.21% |
$3.64M - $3.65M
|
39.7K
$4.36M
|
|
|
Aug 12, 2020
Q2 2020
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
29.7KNew |
$3.29M - $3.3M
|
29.7K
$3.27M
|
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.6K+ 390.6% |
$3.27M - $3.28M
|
37.1K
$4.08M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28.7K+ 47.44% |
$3.18M - $3.19M
|
89.3K
$9.83M
|
|
|
Jul 28, 2020
Q2 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27.9K+ 106.98% |
$3.09M - $3.09M
|
53.9K
$5.93M
|
|
|
Jul 17, 2020
Q2 2020
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
26.2K+ 878.87% |
$2.91M - $2.91M
|
29.2K
$3.21M
|
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25KNew |
$2.77M - $2.78M
|
25K
$2.75M
|
|
|
Apr 19, 2024
Q2 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
24.9K+ 720.2% |
$2.75M - $2.76M
|
28.3K
$3.11M
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.8K+ 20.78% |
$2.75M - $2.75M
|
144K
$15.9M
|
|
|
Aug 04, 2020
Q2 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
24.1K+ 617.67% |
$2.67M - $2.67M
|
28K
$3.08M
|
|
|
Jul 28, 2020
Q2 2020
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
23.4K+ 72.68% |
$2.59M - $2.6M
|
55.7K
$6.12M
|
|
|
Jul 29, 2020
Q2 2020
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
20.2KNew |
$2.23M - $2.24M
|
20.2K
$2.22M
|
|
|
Jul 13, 2020
Q2 2020
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
18.5K+ 61.14% |
$2.04M - $2.05M
|
48.6K
$5.35M
|
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
18.4KNew |
$2.04M - $2.04M
|
18.4K
$2.02M
|
|
|
Aug 13, 2020
Q2 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
17.3K+ 61875.0% |
$1.92M - $1.92M
|
17.4K
$1.91M
|
|
|
Aug 21, 2020
Q2 2020
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
16.1K+ 6.19% |
$1.79M - $1.79M
|
277K
$30.4M
|
|
|
Jul 30, 2020
Q2 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
15.5KNew |
$1.71M - $1.72M
|
15.5K
$1.7M
|
|
|
Aug 07, 2020
Q2 2020
|
Dakota Wealth Management
|
BUY
|
- |
15.1K+ 346.44% |
$1.67M - $1.67M
|
19.4K
$2.14M
|
|
|
Aug 12, 2020
Q2 2020
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15K+ 26.97% |
$1.66M - $1.67M
|
70.7K
$7.78M
|
|
|
Jul 15, 2020
Q2 2020
|
Ritholtz Wealth Management
|
BUY
|
- |
14.9K+ 141.16% |
$1.65M - $1.65M
|
25.5K
$2.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
14.9K+ 156.19% |
$1.65M - $1.65M
|
24.4K
$2.69M
|
|
|
Aug 17, 2020
Q2 2020
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.9K+ 49.6% |
$1.65M - $1.65M
|
44.9K
$4.94M
|
|
|
Aug 13, 2020
Q2 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.6K+ 122.88% |
$1.61M - $1.62M
|
26.4K
$2.91M
|
|
|
Jul 24, 2020
Q2 2020
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
14.1KNew |
$1.56M - $1.56M
|
14.1K
$1.55M
|
|
|
Aug 14, 2020
Q2 2020
|
Excalibur Management Corp
|
BUY
|
- |
13.7K+ 375.36% |
$1.51M - $1.52M
|
17.3K
$1.91M
|
|
|
Aug 12, 2020
Q2 2020
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.5M - $1.5M
|
13.5K
$1.49M
|
|
|
Jul 28, 2020
Q2 2020
|
Davenport & CO LLC
|
BUY
|
- |
13.2KNew |
$1.46M - $1.47M
|
13.2K
$1.45M
|
|
|
Aug 19, 2020
Q2 2020
|
Rmr Wealth Builders
|
BUY
|
- |
12.8K+ 97.99% |
$1.42M - $1.42M
|
25.9K
$2.85M
|
|
|
May 14, 2021
Q2 2020
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
12.5K+ 34.97% |
$1.38M - $1.39M
|
48.2K
$5.3M
|
|
|
Aug 07, 2020
Q2 2020
|
Copperwynd Financial, LLC
|
BUY
|
- |
11.9K+ 260.03% |
$1.32M - $1.32M
|
16.5K
$1.82M
|
|
|
Aug 19, 2020
Q2 2020
|
Tru Independence LLC
|
BUY
|
- |
11.5KNew |
$1.27M - $1.28M
|
11.5K
$1.26M
|
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.2K+ 32.62% |
$1.24M - $1.24M
|
45.5K
$5.01M
|
|
|
Jul 13, 2020
Q2 2020
|
Simpli Fi, Inc.
|
BUY
|
- |
10.5K+ 8.18% |
$1.16M - $1.16M
|
138K
$15.2M
|
|
|
Aug 12, 2020
Q2 2020
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
10.1KNew |
$1.12M - $1.13M
|
10.1K
$1.12M
|
|
|
Aug 11, 2020
Q2 2020
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.85K+ 52.39% |
$1.09M - $1.09M
|
28.7K
$3.15M
|
|
|
Aug 05, 2020
Q2 2020
|
Banco Santander, S.A.
|
BUY
|
- |
9.39K+ 8.42% |
$1.04M - $1.04M
|
121K
$13.3M
|
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.31K+ 391.26% |
$1.03M - $1.03M
|
11.7K
$1.29M
|
|
|
Jul 30, 2020
Q2 2020
|
Strong Box Wealth, LLC
|
BUY
|
- |
9.3K+ 68.45% |
$1.03M - $1.03M
|
22.9K
$2.52M
|
|
|
Jul 27, 2020
Q2 2020
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.98KNew |
$994K - $996K
|
8.98K
$987K
|