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 12, 2020
Q2 2020
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.6K+ 109.17% |
$287K - $288K
|
4.97K
$547K
|
|
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.58K+ 130.38% |
$286K - $286K
|
4.56K
$501K
|
|
|
Aug 05, 2020
Q2 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.41KNew |
$266K - $267K
|
2.41K
$265K
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.38K+ 45.46% |
$263K - $264K
|
7.61K
$837K
|
|
|
Aug 13, 2020
Q2 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.36KNew |
$261K - $261K
|
2.36K
$259K
|
|
|
Jul 29, 2020
Q2 2020
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.3KNew |
$254K - $255K
|
2.3K
$253K
|
|
|
Aug 13, 2020
Q2 2020
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.25K+ 10.0% |
$249K - $250K
|
24.8K
$2.72M
|
|
|
Aug 05, 2020
Q2 2020
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.2KNew |
$243K - $244K
|
2.2K
$241K
|
|
|
Aug 13, 2020
Q2 2020
|
Family Management Corp
New York, NY |
BUY
|
- |
2.09K+ 20.73% |
$231K - $231K
|
12.1K
$1.34M
|
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.08K+ 47.43% |
$230K - $231K
|
6.47K
$711K
|
|
|
Aug 03, 2020
Q2 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.03KNew |
$225K - $226K
|
2.03K
$224K
|
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
BUY
|
- |
2.01K+ 322.63% |
$223K - $223K
|
2.63K
$290K
|
|
|
Sep 11, 2020
Q2 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.9KNew |
$210K - $211K
|
1.9K
$209K
|
|
|
Jul 31, 2020
Q2 2020
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.89KNew |
$210K - $210K
|
1.89K
$208K
|
|
|
Aug 06, 2020
Q2 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.82KNew |
$201K - $202K
|
1.82K
$200K
|
|
|
Jul 14, 2020
Q2 2020
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.75K+ 8.33% |
$194K - $194K
|
22.7K
$2.5M
|
|
|
Jul 23, 2020
Q2 2020
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.69KNew |
$187K - $187K
|
1.69K
$186K
|
|
|
Oct 27, 2020
Q2 2020
|
One Day In July LLC
|
BUY
|
- |
1.54K+ 1.02% |
$170K - $171K
|
152K
$16.7M
|
|
|
Aug 05, 2020
Q2 2020
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.46KNew |
$162K - $162K
|
1.46K
$161K
|
|
|
Aug 12, 2020
Q2 2020
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.39K+ 15.2% |
$153K - $154K
|
10.5K
$1.16M
|
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.24KNew |
$137K - $138K
|
1.24K
$137K
|
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.18K+ 6.84% |
$131K - $131K
|
18.5K
$2.03M
|
|
|
Aug 11, 2020
Q2 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.18K+ 19.89% |
$131K - $131K
|
7.12K
$783K
|
|
|
Jul 09, 2024
Q2 2020
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.1K+ 46.55% |
$122K - $122K
|
3.46K
$381K
|
|
|
Jul 22, 2020
Q2 2020
|
Trilogy Capital Inc.
|
BUY
|
- |
1.07K+ 1.71% |
$119K - $119K
|
64K
$7.04M
|
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
BUY
|
- |
1.01K+ 14.41% |
$112K - $112K
|
8K
$880K
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
996+ 5.51% |
$110K - $110K
|
19.1K
$2.1M
|
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
968+ 968.0% |
$107K - $107K
|
1.07K
$118K
|
|
|
Aug 11, 2020
Q2 2020
|
Patriot Investment Management Inc.
|
BUY
|
- |
751New |
$83.1K - $83.3K
|
751
$82.6K
|
|
|
Jul 08, 2020
Q2 2020
|
Moulton Wealth Management, Inc
|
BUY
|
- |
751+ 0.54% |
$83.1K - $83.3K
|
141K
$15.5M
|
|
|
Aug 14, 2020
Q2 2020
|
Destination Wealth Management
|
BUY
|
- |
729+ 12.09% |
$80.7K - $80.9K
|
6.76K
$743K
|
|
|
Nov 15, 2022
Q2 2020
|
Values First Advisors, Inc.
|
BUY
|
- |
710+ 4.77% |
$78.6K - $78.8K
|
15.6K
$1.72M
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
701New |
$77.6K - $77.8K
|
701
$77.1K
|
|
|
Jul 21, 2020
Q2 2020
|
Cairn Investment Group, Inc.
|
BUY
|
- |
675+ 2.82% |
$74.7K - $74.9K
|
24.6K
$2.71M
|
|
|
Aug 14, 2020
Q2 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
615+ 5.08% |
$68.1K - $68.2K
|
12.7K
$1.4M
|
|
|
Jan 08, 2024
Q2 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
585+ 2.85% |
$64.8K - $64.9K
|
21.1K
$2.32M
|
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
BUY
|
- |
541New |
$59.9K - $60K
|
541
$59.5K
|
|
|
Aug 13, 2020
Q2 2020
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
500+ 2.1% |
$55.4K - $55.5K
|
24.3K
$2.67M
|
|
|
Aug 14, 2020
Q2 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
490New |
$54.2K - $54.4K
|
490
$53.9K
|
|
|
Jul 10, 2020
Q2 2020
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
456New |
$50.5K - $50.6K
|
456
$50.2K
|
|
|
Jul 10, 2020
Q2 2020
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
450+ 22.08% |
$49.8K - $49.9K
|
2.49K
$274K
|
|
|
Aug 07, 2020
Q2 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
450New |
$49.8K - $49.9K
|
450
$49.5K
|
|
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
436+ 6.43% |
$48.3K - $48.4K
|
7.22K
$794K
|
|
|
Aug 17, 2020
Q2 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
428+ 29.6% |
$47.4K - $47.5K
|
1.87K
$206K
|
|
|
Aug 13, 2020
Q2 2020
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
427+ 9.32% |
$47.3K - $47.4K
|
5.01K
$551K
|
|
|
Jul 29, 2020
Q2 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
417+ 0.24% |
$46.2K - $46.3K
|
171K
$18.9M
|
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
411+ 106.75% |
$45.5K - $45.6K
|
796
$87.6K
|
|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
340New |
$37.6K - $37.7K
|
340
$37.4K
|
|
|
Jul 14, 2020
Q2 2020
|
Emerson Wealth, LLC
|
BUY
|
- |
323+ 0.57% |
$35.8K - $35.8K
|
57.2K
$6.29M
|
|
|
Aug 19, 2020
Q2 2020
|
Gamble Jones Investment Counsel
|
BUY
|
- |
243+ 0.23% |
$26.9K - $27K
|
106K
$11.6M
|