Purchases and Sales Made in Q2 2021 in Ishares Tr (SHV)

This table provides information about the institutional ownership of Ishares Tr (SHV) during Q2 2021. 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
Aug 25, 2023 Q2 2021	Financial & Tax Architects, LLC St Louis, MO	BUY	-	5.84K New	$646K - $646K	5.84K $644K
Aug 12, 2021 Q2 2021	Jacobi Capital Management LLC	BUY	-	5.81K + 53.79%	$641K - $642K	16.6K $1.83M
Aug 10, 2021 Q2 2021	Cidel Asset Management Inc Toronto, Ontario, A6	BUY	-	5.7K New	$630K - $630K	5.7K $629K
Jul 30, 2021 Q2 2021	Heartland Bank & Trust CO	BUY	-	5.44K + 32.17%	$601K - $601K	22.3K $2.46M
Jul 20, 2021 Q2 2021	Alpha Cubed Investments, LLC	BUY	-	5.39K + 10.16%	$595K - $596K	58.4K $6.44M
Aug 13, 2021 Q2 2021	Cetera Investment Advisers Schaumburg, IL	BUY	-	5.33K + 89.86%	$588K - $589K	11.3K $1.24M
Aug 11, 2021 Q2 2021	Erts Wealth Advisors, LLC	BUY	-	5.25K + 48.76%	$580K - $580K	16K $1.76M
Jul 20, 2021 Q2 2021	Abacus Planning Group, Inc.	BUY	-	5.16K + 46.66%	$570K - $570K	16.2K $1.79M
Jul 27, 2021 Q2 2021	Mattern Wealth Management LLC	BUY	-	5K + 91.71%	$552K - $552K	10.4K $1.15M
Aug 05, 2021 Q2 2021	Winch Advisory Services, LLC Appleton, WI	BUY	-	4.88K + 5.65%	$539K - $540K	91.3K $10.1M
Aug 13, 2021 Q2 2021	Wbi Investments, Inc.	BUY	-	4.53K + 18870.83%	$500K - $501K	4.55K $502K
Jul 22, 2021 Q2 2021	Sage Capital Advisors,Llc	BUY	-	4.43K New	$490K - $490K	4.43K $489K
Jul 26, 2021 Q2 2021	Smithfield Trust CO Pittsburgh, PA	BUY	-	4.28K + 15.19%	$473K - $473K	32.5K $3.58M
Aug 13, 2021 Q2 2021	Advisor Resource Council	BUY	-	4.11K New	$454K - $455K	4.11K $453K
Jul 13, 2021 Q2 2021	Ivc Wealth Advisors LLC	BUY	-	4.06K New	$449K - $449K	4.06K $448K
Aug 02, 2021 Q2 2021	Trustcore Financial Services, LLC	BUY	-	4.02K New	$444K - $445K	4.02K $443K
Aug 10, 2021 Q2 2021	Midwest Professional Planners, Ltd. Wausau, WI	BUY	-	3.78K New	$417K - $417K	3.78K $416K
Aug 09, 2021 Q2 2021	Next Capital Advisers, Inc.	BUY	-	3.62K + 0.57%	$400K - $400K	640K $70.5M
Aug 10, 2021 Q2 2021	Brighton Jones LLC	BUY	-	3.17K New	$350K - $350K	3.17K $349K
Aug 11, 2021 Q2 2021	Trustmark National Bank Trust Department Jackson, MS	BUY	-	3.1K + 28.18%	$342K - $343K	14.1K $1.55M
Nov 18, 2021 Q2 2021	Wealthsource Partners, LLC	BUY	-	3.03K + 86.49%	$335K - $335K	6.53K $720K
Aug 06, 2021 Q2 2021	Center For Asset Management LLC	BUY	-	2.84K New	$313K - $313K	2.84K $313K
Jul 26, 2021 Q2 2021	White Lighthouse Investment Management Inc.	BUY	-	2.77K + 6.34%	$306K - $306K	46.4K $5.12M
Aug 12, 2021 Q2 2021	Stephens Inc	BUY	-	2.5K + 30.19%	$276K - $276K	10.8K $1.19M
Jul 23, 2021 Q2 2021	Acorn Financial Advisory Services Inc	BUY	-	2.49K New	$275K - $275K	2.49K $274K
Aug 04, 2021 Q2 2021	Beaumont Financial Partners, LLC	BUY	-	2.28K New	$252K - $252K	2.28K $251K
Aug 06, 2021 Q2 2021	J.W. Cole Advisors, Inc.	BUY	-	2.23K New	$246K - $247K	2.23K $246K
Jul 12, 2021 Q2 2021	Capital Investment Services Of America, Inc.	BUY	-	2.2K New	$243K - $243K	2.2K $243K
Aug 12, 2021 Q2 2021	Banque Pictet & Cie Sa	BUY	-	2.16K + 24.97%	$239K - $239K	10.8K $1.19M
Aug 06, 2021 Q2 2021	Gamble Jones Investment Counsel	BUY	-	2.09K + 1.94%	$231K - $231K	110K $12.1M
Aug 06, 2021 Q2 2021	Bessemer Group Inc Woodbridge, NJ	BUY	-	1.98K New	$218K - $218K	1.98K $218K
Aug 06, 2021 Q2 2021	Equity Investment Corp Atlanta, GA	BUY	-	1.84K New	$204K - $204K	1.84K $203K
Aug 11, 2021 Q2 2021	Cerity Partners LLC New York, NY	BUY	-	1.74K + 9.3%	$192K - $192K	20.5K $2.26M
Aug 10, 2021 Q2 2021	Resources Management Corp West Hartford, CT	BUY	-	1.73K New	$191K - $191K	1.73K $191K
Jul 28, 2021 Q2 2021	Divergent Wealth Advisors	BUY	-	1.72K + 0.18%	$190K - $190K	938K $103M
Jul 21, 2021 Q2 2021	Csenge Advisory Group	BUY	-	1.56K + 27.26%	$172K - $172K	7.26K $801K
Aug 13, 2021 Q2 2021	Concourse Financial Group Securities, Inc. Birmingham, AL	BUY	-	1.54K + 19.17%	$170K - $170K	9.55K $1.05M
Jul 15, 2021 Q2 2021	Coastal Investment Advisors, Inc. Wilmington, DE	BUY	-	1.51K + 22.57%	$166K - $166K	8.18K $901K
Aug 16, 2021 Q2 2021	Iht Wealth Management, LLC Chicago, IL	BUY	-	1.45K + 60.59%	$160K - $160K	3.84K $423K
Jul 28, 2021 Q2 2021	Exane Derivatives	BUY	-	1.41K New	$156K - $156K	1.41K $156K
Jul 22, 2021 Q2 2021	Versant Capital Management, Inc	BUY	-	1.4K + 23333.33%	$155K - $155K	1.41K $155K
Jul 28, 2021 Q2 2021	Courage Miller Partners, LLC	BUY	-	1.37K + 17.01%	$151K - $152K	9.43K $1.04M
Aug 11, 2021 Q2 2021	Baird Financial Group, Inc. Milwaukee, WI	BUY	-	1.37K + 18.65%	$151K - $151K	8.69K $958K
Jul 28, 2021 Q2 2021	Davenport & CO LLC	BUY	-	1.35K + 6.92%	$149K - $149K	20.8K $2.29M
Jul 28, 2021 Q2 2021	Kestra Advisory Services, LLC	BUY	-	1.33K + 15.64%	$147K - $147K	9.85K $1.09M
Aug 12, 2021 Q2 2021	Hamilton Capital, LLC Columbus, OH	BUY	-	1.2K + 6.92%	$133K - $133K	18.6K $2.05M
Jul 13, 2021 Q2 2021	Kwmg, LLC	BUY	-	1.13K + 1.49%	$125K - $125K	77.1K $8.5M
Aug 12, 2021 Q2 2021	Cambria Investment Management, L.P.	BUY	-	1.07K + 14.3%	$118K - $118K	8.54K $941K
Aug 17, 2021 Q2 2021	Castleview Partners, LLC Dallas, TX	BUY	-	894 New	$98.8K - $98.8K	894 $98.5K
Aug 12, 2021 Q2 2021	Patriot Investment Management Inc.	BUY	-	804 + 26.99%	$88.8K - $88.9K	3.78K $417K

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Account

Purchases and Sales Made in Q2 2021 in Ishares Tr (SHV)

5.84K

5.81K

5.7K

5.44K

5.39K

5.33K

5.25K

5.16K

5K

4.88K

4.53K

4.43K

4.28K

4.11K

4.06K

4.02K

3.78K

3.62K

3.17K

3.1K

3.03K

2.84K

2.77K

2.5K

2.49K

2.28K

2.23K

2.2K

2.16K

2.09K

1.98K

1.84K

1.74K

1.73K

1.72K

1.56K

1.54K

1.51K

1.45K

1.41K

1.4K

1.37K

1.37K

1.35K

1.33K

1.2K

1.13K

1.07K

894

804

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