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 07, 2020
Q2 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-82- 30.94% |
$9.08K - $9.1K
|
183
$20.2K
|
|
Aug 14, 2020
Q2 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-85Closed |
$9.41K - $9.43K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-103- 2.0% |
$11.4K - $11.4K
|
5.04K
$556K
|
|
Feb 10, 2021
Q2 2020
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-104- 1.89% |
$11.5K - $11.5K
|
5.39K
$594K
|
|
Aug 14, 2020
Q2 2020
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-111- 0.68% |
$12.3K - $12.3K
|
16.3K
$1.79M
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-131Closed |
$14.5K - $14.5K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Comerica Bank
|
SELL
|
- |
-154- 2.05% |
$17K - $17.1K
|
7.38K
$813K
|
|
Aug 10, 2020
Q2 2020
|
Keybank National Association
|
SELL
|
- |
-188- 1.19% |
$20.8K - $20.9K
|
15.6K
$1.72M
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-203Closed |
$22.5K - $22.5K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
-203Closed |
$22.5K - $22.5K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-225- 2.91% |
$24.9K - $25K
|
7.52K
$828K
|
|
Aug 11, 2020
Q2 2020
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-226- 1.4% |
$25K - $25.1K
|
15.9K
$1.75M
|
|
Aug 06, 2020
Q2 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-255Closed |
$28.2K - $28.3K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-273- 0.81% |
$30.2K - $30.3K
|
33.4K
$3.68M
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-311Closed |
$34.4K - $34.5K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-317- 3.64% |
$35.1K - $35.2K
|
8.4K
$926K
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-382- 16.08% |
$42.3K - $42.4K
|
1.99K
$220K
|
|
Aug 03, 2020
Q2 2020
|
American Investment Services, Inc.
|
SELL
|
- |
-413- 13.73% |
$45.7K - $45.8K
|
2.6K
$286K
|
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-441- 21.52% |
$48.8K - $48.9K
|
1.61K
$177K
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-450Closed |
$49.8K - $49.9K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-455- 3.47% |
$50.4K - $50.5K
|
12.6K
$1.39M
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-471Closed |
$52.1K - $52.3K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-520Closed |
$57.6K - $57.7K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-524- 11.79% |
$58K - $58.1K
|
3.92K
$432K
|
|
Aug 11, 2020
Q2 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-599Closed |
$66.3K - $66.5K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-617- 18.28% |
$68.3K - $68.4K
|
2.76K
$304K
|
|
Jul 16, 2020
Q2 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-639- 18.57% |
$70.7K - $70.9K
|
2.8K
$309K
|
|
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-669- 20.07% |
$74.1K - $74.2K
|
2.66K
$294K
|
|
Aug 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-779- 3.33% |
$86.2K - $86.4K
|
22.6K
$2.49M
|
|
Jul 22, 2020
Q2 2020
|
Cadinha & CO LLC
|
SELL
|
- |
-784- 2.54% |
$86.8K - $87K
|
30K
$3.31M
|
|
Jul 17, 2020
Q2 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-796- 15.03% |
$88.1K - $88.3K
|
4.5K
$496K
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-828Closed |
$91.7K - $91.9K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Weaver Consulting Group
|
SELL
|
- |
-883- 19.03% |
$97.8K - $98K
|
3.76K
$414K
|
|
Aug 12, 2020
Q2 2020
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-916- 14.21% |
$101K - $102K
|
5.53K
$609K
|
|
Aug 14, 2020
Q2 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-986- 18.66% |
$109K - $109K
|
4.3K
$474K
|
|
Aug 13, 2020
Q2 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.05K- 19.31% |
$116K - $117K
|
4.39K
$484K
|
|
Aug 14, 2020
Q2 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.1K- 6.4% |
$122K - $122K
|
16.1K
$1.77M
|
|
Aug 10, 2020
Q2 2020
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.14K- 11.67% |
$126K - $126K
|
8.6K
$948K
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.14K- 42.48% |
$126K - $127K
|
1.55K
$170K
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.15K- 96.88% |
$127K - $127K
|
37
$4.08K
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-1.18K- 35.0% |
$130K - $131K
|
2.19K
$241K
|
|
Aug 12, 2020
Q2 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.19K- 5.03% |
$131K - $131K
|
22.4K
$2.47M
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.19K- 8.0% |
$132K - $132K
|
13.7K
$1.51M
|
|
Aug 04, 2020
Q2 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.24KClosed |
$138K - $138K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.35K- 1.18% |
$149K - $150K
|
113K
$12.5M
|
|
Aug 13, 2020
Q2 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.37K- 40.4% |
$152K - $152K
|
2.03K
$223K
|
|
Aug 03, 2020
Q2 2020
|
Sfmg, LLC
|
SELL
|
- |
-1.4K- 5.98% |
$155K - $155K
|
22K
$2.43M
|
|
Aug 10, 2020
Q2 2020
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-1.4K- 34.44% |
$155K - $156K
|
2.67K
$294K
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.47K- 30.82% |
$163K - $163K
|
3.3K
$364K
|
|
Aug 13, 2020
Q2 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.67K- 39.62% |
$184K - $185K
|
2.54K
$280K
|