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 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
233+ 116.5% |
$25.8K - $25.8K
|
433
$47.6K
|
|
|
Jul 14, 2020
Q2 2020
|
Minot Wealth Management LLC
|
BUY
|
- |
226+ 5.4% |
$25K - $25.1K
|
4.41K
$485K
|
|
|
Aug 14, 2020
Q2 2020
|
First National Bank Of South Miami
|
BUY
|
- |
211+ 1.63% |
$23.4K - $23.4K
|
13.1K
$1.45M
|
|
|
Aug 14, 2020
Q2 2020
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
175+ 2.23% |
$19.4K - $19.4K
|
8.02K
$882K
|
|
|
Aug 14, 2020
Q2 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
166+ 4.88% |
$18.4K - $18.4K
|
3.57K
$392K
|
|
|
Aug 14, 2020
Q2 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
162+ 0.69% |
$17.9K - $18K
|
23.7K
$2.61M
|
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
BUY
|
- |
159+ 369.77% |
$17.6K - $17.6K
|
202
$22.2K
|
|
|
Jul 07, 2020
Q2 2020
|
Red Door Wealth Management, LLC
|
BUY
|
- |
150+ 100.0% |
$16.6K - $16.6K
|
300
$33K
|
|
|
Jul 09, 2020
Q2 2020
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
137+ 0.11% |
$15.2K - $15.2K
|
128K
$14.1M
|
|
|
Jul 21, 2020
Q2 2020
|
Investors Research Corp
|
BUY
|
- |
135+ 67.5% |
$14.9K - $15K
|
335
$36.9K
|
|
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
131+ 128.43% |
$14.5K - $14.5K
|
233
$25.6K
|
|
|
Aug 20, 2020
Q2 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
127New |
$14.1K - $14.1K
|
127
$14K
|
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
125+ 0.88% |
$13.8K - $13.9K
|
14.4K
$1.58M
|
|
|
Aug 13, 2020
Q2 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
97+ 4.0% |
$10.7K - $10.8K
|
2.52K
$277K
|
|
|
Aug 11, 2020
Q2 2020
|
Hudock, Inc.
|
BUY
|
- |
96+ 0.08% |
$10.6K - $10.7K
|
125K
$13.7M
|
|
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
95New |
$10.5K - $10.5K
|
95
$10.5K
|
|
|
Jul 17, 2020
Q2 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
86+ 9.01% |
$9.52K - $9.54K
|
1.04K
$114K
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
85+ 11.13% |
$9.41K - $9.43K
|
849
$93.4K
|
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
58New |
$6.42K - $6.43K
|
58
$6.38K
|
|
|
Jul 30, 2020
Q2 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
55New |
$6.09K - $6.1K
|
55
$6.05K
|
|
|
Jul 30, 2020
Q2 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
52New |
$5.76K - $5.77K
|
52
$5.72K
|
|
|
Jul 27, 2020
Q2 2020
|
Lindbrook Capital, LLC
|
BUY
|
- |
40New |
$4.43K - $4.44K
|
40
$4.4K
|
|
|
Jul 10, 2020
Q2 2020
|
Vigilant Capital Management, LLC
|
BUY
|
- |
27New |
$2.99K - $3K
|
27
$2.97K
|
|
|
Jul 08, 2020
Q2 2020
|
West Branch Capital LLC
|
BUY
|
- |
23+ 0.27% |
$2.55K - $2.55K
|
8.64K
$950K
|
|
|
Aug 12, 2020
Q2 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.21% |
$1.44K - $1.44K
|
6.31K
$694K
|
|
|
Jul 08, 2020
Q2 2020
|
Patton Fund Management, Inc.
|
BUY
|
- |
10+ 0.09% |
$1.11K - $1.11K
|
11.1K
$1.22M
|
|
|
Aug 05, 2020
Q2 2020
|
Delta Investment Management, LLC
|
BUY
|
- |
6+ 0.02% |
$664 - $666
|
29.7K
$3.27M
|
|
|
Aug 03, 2020
Q2 2020
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6+ 0.25% |
$664 - $666
|
2.39K
$262K
|
|
|
Aug 14, 2020
Q2 2020
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4+ 0.21% |
$443 - $444
|
1.92K
$211K
|
|
|
Aug 11, 2020
Q2 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.26% |
$443 - $444
|
1.56K
$171K
|
|
|
Jul 20, 2020
Q2 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
4+ 0.1% |
$443 - $444
|
4.19K
$461K
|
|
|
Aug 13, 2020
Q2 2020
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3+ 0.1% |
$332 - $333
|
3.13K
$344K
|
|
|
Jul 21, 2020
Q2 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.26% |
$332 - $333
|
1.15K
$126K
|
|
|
Aug 05, 2020
Q2 2020
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2New |
$221 - $222
|
2
$220
|
|
|
Jul 02, 2020
Q2 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.36% |
$111 - $111
|
280
$30.8K
|
|
|
Jul 28, 2020
Q2 2020
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.05% |
$111 - $111
|
1.96K
$216K
|
|
|
Jul 31, 2020
Q2 2020
|
Columbus Macro, LLC
|
BUY
|
- |
1+ 0.01% |
$111 - $111
|
7.45K
$820K
|
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9- 16.67% |
$996 - $998
|
45
$4.95K
|
|
|
Jul 31, 2020
Q2 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17Closed |
$1.88K - $1.89K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-20- 0.06% |
$2.21K - $2.22K
|
31.8K
$3.5M
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22- 0.65% |
$2.44K - $2.44K
|
3.38K
$372K
|
|
|
Jul 30, 2020
Q2 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23- 1.67% |
$2.55K - $2.55K
|
1.36K
$149K
|
|
|
Jul 23, 2020
Q2 2020
|
Courage Miller Partners, LLC
|
SELL
|
- |
-30- 0.57% |
$3.32K - $3.33K
|
5.25K
$577K
|
|
|
Aug 14, 2020
Q2 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.24% |
$3.99K - $3.99K
|
15K
$1.65M
|
|
|
Aug 13, 2020
Q2 2020
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-46- 44.66% |
$5.09K - $5.1K
|
57
$6.27K
|
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-55Closed |
$6.09K - $6.1K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-57- 1.29% |
$6.31K - $6.32K
|
4.35K
$479K
|
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-58Closed |
$6.42K - $6.43K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-73Closed |
$8.08K - $8.1K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-76- 77.55% |
$8.41K - $8.43K
|
22
$2.42K
|