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
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
8.95K+ 107.83% |
$991K - $993K
|
17.3K
$1.9M
|
|
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
8.9KNew |
$985K - $987K
|
8.9K
$979K
|
|
|
Aug 07, 2020
Q2 2020
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.8KNew |
$974K - $976K
|
8.8K
$968K
|
|
|
Jul 30, 2020
Q2 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8.74K+ 46.18% |
$968K - $970K
|
27.7K
$3.04M
|
|
|
Jul 28, 2020
Q2 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.3K+ 434.91% |
$919K - $921K
|
10.2K
$1.12M
|
|
|
Aug 05, 2021
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.28KNew |
$916K - $918K
|
8.28K
$911K
|
|
|
Jul 17, 2020
Q2 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
8.22K+ 4.21% |
$910K - $912K
|
204K
$22.4M
|
|
|
Aug 14, 2020
Q2 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.1K+ 349.91% |
$897K - $899K
|
10.4K
$1.15M
|
|
|
Aug 11, 2020
Q2 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.01KNew |
$886K - $888K
|
8.01K
$881K
|
|
|
Jul 28, 2020
Q2 2020
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.91KNew |
$876K - $877K
|
7.91K
$870K
|
|
|
Aug 17, 2020
Q2 2020
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
7.75K+ 2305.65% |
$858K - $859K
|
8.08K
$889K
|
|
|
Aug 11, 2020
Q2 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.71K+ 79.71% |
$854K - $856K
|
17.4K
$1.91M
|
|
|
Aug 03, 2020
Q2 2020
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7.46K+ 81.74% |
$826K - $827K
|
16.6K
$1.82M
|
|
|
Aug 14, 2020
Q2 2020
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.3K+ 6.97% |
$808K - $810K
|
112K
$12.3M
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.3KNew |
$808K - $810K
|
7.3K
$803K
|
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7.21KNew |
$798K - $800K
|
7.21K
$793K
|
|
|
Jul 09, 2020
Q2 2020
|
Omega Financial Group, LLC
|
BUY
|
- |
6.62KNew |
$733K - $735K
|
6.62K
$728K
|
|
|
Jul 31, 2020
Q2 2020
|
Sol Capital Management CO
|
BUY
|
- |
6.22K+ 4.68% |
$689K - $690K
|
139K
$15.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.99K+ 260.77% |
$663K - $665K
|
8.29K
$912K
|
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.81K+ 105.08% |
$643K - $644K
|
11.3K
$1.25M
|
|
|
Aug 17, 2020
Q2 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.8KNew |
$642K - $644K
|
5.8K
$638K
|
|
|
Aug 05, 2020
Q2 2020
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
5.56K+ 412.0% |
$616K - $617K
|
6.91K
$760K
|
|
|
Aug 12, 2020
Q2 2020
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.33KNew |
$591K - $592K
|
5.33K
$587K
|
|
|
Aug 10, 2020
Q2 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.24KNew |
$580K - $581K
|
5.24K
$577K
|
|
|
Aug 05, 2020
Q2 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.23KNew |
$579K - $580K
|
5.23K
$575K
|
|
|
Jul 09, 2020
Q2 2020
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.99KNew |
$552K - $553K
|
4.99K
$549K
|
|
|
Aug 13, 2020
Q2 2020
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.51KNew |
$499K - $500K
|
4.51K
$496K
|
|
|
Aug 13, 2020
Q2 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.45KNew |
$492K - $493K
|
4.45K
$489K
|
|
|
Jul 23, 2020
Q2 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.25KNew |
$470K - $471K
|
4.25K
$467K
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.03K+ 52.11% |
$446K - $447K
|
11.8K
$1.29M
|
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
3.96K+ 24.74% |
$438K - $439K
|
20K
$2.2M
|
|
|
Jul 08, 2020
Q2 2020
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.95K+ 61.72% |
$437K - $438K
|
10.4K
$1.14M
|
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.86KNew |
$428K - $428K
|
3.86K
$425K
|
|
|
Aug 12, 2020
Q2 2020
|
Stone X Group Inc.
|
BUY
|
- |
3.77KNew |
$417K - $418K
|
3.77K
$415K
|
|
|
Aug 04, 2020
Q2 2020
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.69KNew |
$409K - $410K
|
3.69K
$406K
|
|
|
Jul 27, 2020
Q2 2020
|
Kwmg, LLC
|
BUY
|
- |
3.65K+ 6.74% |
$404K - $405K
|
57.8K
$6.36M
|
|
|
Jul 31, 2020
Q2 2020
|
Hms Capital Management, LLC
|
BUY
|
- |
3.56K+ 11.21% |
$394K - $395K
|
35.3K
$3.89M
|
|
|
Aug 14, 2020
Q2 2020
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.54K+ 2.61% |
$392K - $393K
|
139K
$15.3M
|
|
|
Jul 17, 2020
Q2 2020
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.5KNew |
$387K - $388K
|
3.5K
$385K
|
|
|
Aug 13, 2020
Q2 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.49KNew |
$387K - $387K
|
3.49K
$384K
|
|
|
Jul 29, 2020
Q2 2020
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.47KNew |
$384K - $385K
|
3.47K
$382K
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.38K+ 3.4% |
$374K - $375K
|
103K
$11.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.18K+ 484.15% |
$352K - $352K
|
3.83K
$422K
|
|
|
Jul 20, 2020
Q2 2020
|
Apella Capital, LLC
|
BUY
|
- |
3.14K+ 15.45% |
$348K - $348K
|
23.5K
$2.58M
|
|
|
Aug 13, 2020
Q2 2020
|
Bahl & Gaynor Inc
|
BUY
|
- |
2.93K+ 23.38% |
$324K - $324K
|
15.4K
$1.7M
|
|
|
Aug 04, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.92K+ 62.13% |
$323K - $324K
|
7.62K
$838K
|
|
|
May 15, 2024
Q2 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.82KNew |
$313K - $313K
|
2.82K
$311K
|
|
|
Aug 13, 2020
Q2 2020
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.79KNew |
$309K - $310K
|
2.79K
$307K
|
|
|
Jul 29, 2020
Q2 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.75KNew |
$305K - $306K
|
2.75K
$303K
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
2.73KNew |
$302K - $303K
|
2.73K
$300K
|