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 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.68K- 15.21% |
$186K - $187K
|
9.38K
$1.03M
|
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.8KClosed |
$199K - $200K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.8KClosed |
$200K - $200K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.82KClosed |
$202K - $202K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.85KClosed |
$205K - $205K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.85K- 14.06% |
$205K - $206K
|
11.3K
$1.25M
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.01KClosed |
$223K - $223K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.31KClosed |
$256K - $257K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.45KClosed |
$271K - $272K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.46K- 34.32% |
$272K - $272K
|
4.7K
$517K
|
|
|
Jul 17, 2020
Q2 2020
|
Evergreen Advisors, LLC
|
SELL
|
- |
-2.68K- 19.32% |
$297K - $297K
|
11.2K
$1.23M
|
|
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.7K- 17.59% |
$299K - $300K
|
12.7K
$1.39M
|
|
|
Aug 14, 2020
Q2 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.72K- 3.95% |
$301K - $302K
|
66.2K
$7.28M
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.78K- 20.85% |
$307K - $308K
|
10.5K
$1.16M
|
|
|
Aug 13, 2020
Q2 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.02K- 33.41% |
$334K - $335K
|
6.01K
$661K
|
|
|
Aug 12, 2020
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.04KClosed |
$337K - $337K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.2K- 4.7% |
$354K - $355K
|
65K
$7.15M
|
|
|
Aug 05, 2020
Q2 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.38K- 46.18% |
$374K - $374K
|
3.93K
$433K
|
|
|
Jul 14, 2020
Q2 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.47KClosed |
$384K - $385K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.58KClosed |
$396K - $397K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-3.67K- 42.03% |
$406K - $407K
|
5.06K
$556K
|
|
|
Aug 10, 2020
Q2 2020
|
Davidson Investment Advisors
|
SELL
|
- |
-3.77KClosed |
$417K - $418K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.79K- 18.24% |
$419K - $420K
|
17K
$1.87M
|
|
|
Aug 05, 2020
Q2 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.89KClosed |
$430K - $431K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-4.19K- 93.29% |
$463K - $464K
|
301
$33.1K
|
|
|
Aug 14, 2020
Q2 2020
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.32K- 32.36% |
$478K - $479K
|
9.03K
$994K
|
|
|
May 18, 2021
Q2 2020
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.4K- 57.59% |
$488K - $489K
|
3.24K
$357K
|
|
|
Aug 11, 2020
Q2 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.5K- 3.73% |
$498K - $499K
|
116K
$12.8M
|
|
|
Aug 17, 2020
Q2 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.51KClosed |
$500K - $501K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.64K- 15.31% |
$514K - $515K
|
25.7K
$2.82M
|
|
|
Jul 23, 2020
Q2 2020
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.23K- 8.89% |
$579K - $580K
|
53.6K
$5.9M
|
|
|
Jul 01, 2020
Q2 2020
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.31K- 21.64% |
$587K - $589K
|
19.2K
$2.11M
|
|
|
Aug 10, 2020
Q2 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.68K- 72.95% |
$629K - $630K
|
2.11K
$232K
|
|
|
Aug 10, 2020
Q2 2020
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.7K- 0.73% |
$631K - $632K
|
770K
$84.7M
|
|
|
Aug 10, 2020
Q2 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.78K- 13.59% |
$640K - $641K
|
36.7K
$4.04M
|
|
|
Aug 11, 2020
Q2 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-5.99K- 5.01% |
$663K - $664K
|
114K
$12.5M
|
|
|
Aug 03, 2020
Q2 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-6.3K- 85.36% |
$697K - $698K
|
1.08K
$119K
|
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.3K- 55.47% |
$697K - $699K
|
5.06K
$556K
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.38KClosed |
$706K - $708K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.52K- 58.19% |
$722K - $723K
|
4.68K
$515K
|
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.01K- 25.89% |
$776K - $778K
|
20.1K
$2.21M
|
|
|
Aug 06, 2020
Q2 2020
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-7.12K- 8.3% |
$789K - $790K
|
78.7K
$8.66M
|
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.3K- 10.65% |
$808K - $810K
|
61.2K
$6.73M
|
|
|
Aug 14, 2020
Q2 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-7.45K- 70.72% |
$824K - $826K
|
3.08K
$339K
|
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-7.89K- 13.56% |
$874K - $876K
|
50.3K
$5.53M
|
|
|
Jul 22, 2020
Q2 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.47KClosed |
$937K - $939K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-8.76K- 61.21% |
$970K - $972K
|
5.55K
$611K
|
|
|
Aug 14, 2020
Q2 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.84K- 17.39% |
$978K - $980K
|
42K
$4.62M
|
|
|
Aug 07, 2020
Q2 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8.94K- 18.02% |
$989K - $991K
|
40.6K
$4.47M
|
|
|
Aug 13, 2020
Q2 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-9.58K- 48.4% |
$1.06M - $1.06M
|
10.2K
$1.12M
|