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 13, 2020
Q2 2020
|
Stone House Investment Management, LLC
|
SELL
|
- |
-65.1K- 72.07% |
$7.21M - $7.23M
|
25.2K
$2.78M
|
|
|
Jul 30, 2020
Q2 2020
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-67.1K- 94.96% |
$7.43M - $7.44M
|
3.56K
$391K
|
|
|
Jul 20, 2020
Q2 2020
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-70.7K- 97.27% |
$7.83M - $7.85M
|
1.99K
$219K
|
|
|
Aug 13, 2020
Q2 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-75.1K- 10.94% |
$8.32M - $8.33M
|
611K
$67.2M
|
|
|
Aug 05, 2020
Q2 2020
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-84.1K- 84.05% |
$9.31M - $9.33M
|
16K
$1.75M
|
|
|
Aug 10, 2020
Q2 2020
|
Windham Capital Management, LLC
|
SELL
|
- |
-87.2KClosed |
$9.65M - $9.67M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
SELL
|
- |
-90.5KClosed |
$10M - $10M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-128K- 7.02% |
$14.1M - $14.2M
|
1.69M
$186M
|
|
|
Jul 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-132K- 78.08% |
$14.6M - $14.6M
|
37K
$4.07M
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-138K- 56.23% |
$15.3M - $15.3M
|
107K
$11.8M
|
|
|
Aug 11, 2020
Q2 2020
|
Wbi Investments, Inc.
|
SELL
|
- |
-150KClosed |
$16.6M - $16.6M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
J.Safra Asset Management Corp
|
SELL
|
- |
-155KClosed |
$17.2M - $17.2M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-157K- 50.37% |
$17.4M - $17.4M
|
155K
$17M
|
|
|
Jul 30, 2020
Q2 2020
|
3 Edge Asset Management, LP
|
SELL
|
- |
-178K- 10.75% |
$19.7M - $19.7M
|
1.47M
$162M
|
|
|
Jul 31, 2020
Q2 2020
|
Opus Capital Group, LLC
|
SELL
|
- |
-178KClosed |
$19.7M - $19.8M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-180K- 97.06% |
$19.9M - $19.9M
|
5.45K
$599K
|
|
|
Aug 05, 2020
Q2 2020
|
Titan Capital Management, LLC
|
SELL
|
- |
-189KClosed |
$20.9M - $20.9M
|
0
$0
|
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-194K- 49.8% |
$21.5M - $21.5M
|
195K
$21.5M
|
|
|
Jul 23, 2020
Q2 2020
|
Mainstay Capital Management LLC
|
SELL
|
- |
-206KClosed |
$22.8M - $22.8M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-213K- 33.68% |
$23.6M - $23.6M
|
419K
$46.1M
|
|
|
Sep 15, 2020
Q2 2020
|
Demars Financial Group, LLC
|
SELL
|
- |
-256K- 99.0% |
$28.4M - $28.4M
|
2.59K
$285K
|
|
|
Jul 14, 2020
Q2 2020
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-259K- 92.74% |
$28.6M - $28.7M
|
20.3K
$2.23M
|
|
|
Aug 13, 2020
Q2 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-293KClosed |
$32.4M - $32.5M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-393K- 91.28% |
$43.5M - $43.6M
|
37.5K
$4.13M
|
|
|
Aug 10, 2020
Q2 2020
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-410K- 83.95% |
$45.4M - $45.5M
|
78.4K
$8.62M
|
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-417K- 85.88% |
$46.1M - $46.2M
|
68.5K
$7.53M
|
|
|
Aug 12, 2020
Q2 2020
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-513K- 30.93% |
$56.8M - $56.9M
|
1.15M
$126M
|
|
|
Jul 20, 2020
Q2 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-523K- 93.88% |
$57.9M - $58M
|
34.1K
$3.75M
|
|
|
Jul 08, 2020
Q2 2020
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-919KClosed |
$102M - $102M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.16M- 98.77% |
$128M - $129M
|
14.5K
$1.59M
|
|
|
Jul 31, 2020
Q2 2020
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.3M- 98.83% |
$144M - $144M
|
15.4K
$1.69M
|
|
|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
SELL
|
- |
-1.52M- 98.08% |
$168M - $168M
|
29.6K
$3.26M
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.53M- 64.74% |
$169M - $169M
|
832K
$91.5M
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.53M- 66.86% |
$170M - $170M
|
761K
$83.7M
|
|
|
Aug 14, 2020
Q2 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.63M- 88.51% |
$291M - $292M
|
341K
$37.6M
|
|
|
Aug 14, 2020
Q2 2020
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-16.8M- 50.87% |
$1.86B - $1.86B
|
16.2M
$1.78B
|