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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
746+ 9.98% |
$82.4K - $82.5K
|
8.22K
$908K
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
736+ 17.91% |
$81.3K - $81.4K
|
4.85K
$535K
|
|
|
Nov 15, 2022
Q2 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
668+ 3.76% |
$73.8K - $73.8K
|
18.5K
$2.04M
|
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
665+ 5.5% |
$73.5K - $73.5K
|
12.8K
$1.41M
|
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
605+ 3.84% |
$66.8K - $66.9K
|
16.4K
$1.81M
|
|
|
Aug 05, 2021
Q2 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
540+ 24.66% |
$59.7K - $59.7K
|
2.73K
$301K
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
527+ 2.28% |
$58.2K - $58.2K
|
23.7K
$2.61M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
514New |
$56.8K - $56.8K
|
514
$56.8K
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
512+ 1.51% |
$56.6K - $56.6K
|
34.4K
$3.8M
|
|
|
Aug 02, 2021
Q2 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
504+ 0.61% |
$55.7K - $55.7K
|
82.9K
$9.15M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
500+ 12.06% |
$55.2K - $55.3K
|
4.65K
$513K
|
|
|
Jul 21, 2021
Q2 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
445+ 2.0% |
$49.2K - $49.2K
|
22.7K
$2.51M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
439+ 10.88% |
$48.5K - $48.5K
|
4.47K
$494K
|
|
|
Jul 13, 2021
Q2 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
438+ 2.38% |
$48.4K - $48.4K
|
18.9K
$2.08M
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
400New |
$44.2K - $44.2K
|
400
$44.2K
|
|
|
Jul 12, 2021
Q2 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
373New |
$41.2K - $41.2K
|
373
$41.2K
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
361New |
$39.9K - $39.9K
|
361
$39.9K
|
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
357+ 5.74% |
$39.4K - $39.5K
|
6.58K
$727K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
355+ 3.55% |
$39.2K - $39.2K
|
10.3K
$1.14M
|
|
|
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
335+ 8.76% |
$37K - $37K
|
4.16K
$459K
|
|
|
Jul 22, 2021
Q2 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
330+ 0.52% |
$36.5K - $36.5K
|
63.2K
$6.98M
|
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
285+ 14.36% |
$31.5K - $31.5K
|
2.27K
$251K
|
|
|
Aug 13, 2021
Q2 2021
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
270+ 6.07% |
$29.8K - $29.8K
|
4.72K
$521K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
204+ 4.09% |
$22.5K - $22.5K
|
5.19K
$573K
|
|
|
Aug 05, 2021
Q2 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$22.1K - $22.1K
|
200
$22.1K
|
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
193+ 7.31% |
$21.3K - $21.3K
|
2.83K
$313K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
183+ 44.2% |
$20.2K - $20.2K
|
597
$65.9K
|
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
181+ 4.64% |
$20K - $20K
|
4.08K
$451K
|
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
168+ 42.21% |
$18.6K - $18.6K
|
566
$62.5K
|
|
|
Aug 04, 2021
Q2 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
160+ 0.91% |
$17.7K - $17.7K
|
17.8K
$1.96M
|
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
143+ 1.02% |
$15.8K - $15.8K
|
14.2K
$1.57M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
130+ 6.16% |
$14.4K - $14.4K
|
2.24K
$247K
|
|
|
Aug 04, 2021
Q2 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
96+ 0.19% |
$10.6K - $10.6K
|
51.5K
$5.68M
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
93+ 4.85% |
$10.3K - $10.3K
|
2.01K
$222K
|
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
90+ 23.62% |
$9.94K - $9.95K
|
471
$52K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
80+ 0.84% |
$8.84K - $8.84K
|
9.6K
$1.06M
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61+ 2.08% |
$6.74K - $6.74K
|
2.99K
$330K
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
60New |
$6.63K - $6.63K
|
60
$6.63K
|
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
57+ 2.33% |
$6.3K - $6.3K
|
2.51K
$277K
|
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
55New |
$6.08K - $6.08K
|
55
$6.07K
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.5% |
$5.97K - $5.97K
|
10.9K
$1.2M
|
|
|
Jul 22, 2021
Q2 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
45+ 1.25% |
$4.97K - $4.97K
|
3.63K
$401K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
44+ 0.62% |
$4.86K - $4.86K
|
7.11K
$785K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
35+ 1.53% |
$3.87K - $3.87K
|
2.32K
$256K
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 19.87% |
$3.31K - $3.32K
|
181
$20K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27New |
$2.98K - $2.98K
|
27
$2.98K
|
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
24New |
$2.65K - $2.65K
|
24
$2.65K
|
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management
|
BUY
|
- |
23+ 2.15% |
$2.54K - $2.54K
|
1.09K
$121K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
22New |
$2.43K - $2.43K
|
22
$2.43K
|
|
|
Aug 10, 2021
Q2 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
22+ 0.3% |
$2.43K - $2.43K
|
7.41K
$818K
|