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

SHV Quotes by TradingView

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
Jul 26, 2021 Q2 2021
Ford Financial Group, LLC

BUY
 -
19
New
$2.1K - $2.1K
19 $2.09K
Jul 14, 2021 Q2 2021
Soa Wealth Advisors, Llc.

BUY
 -
15
+ 8.02%
$1.66K - $1.66K
202 $22.3K
Aug 13, 2021 Q2 2021
Barclays PLC

London, X0
BUY
 -
4
New
$442 - $442
4 $441
Aug 05, 2021 Q2 2021
Mizuho Securities Co. Ltd.

SELL
 -
-1
- 5.26%
$110 - $111
18 $1.98K
Jul 19, 2021 Q2 2021
Fundamentun, LLC

Beachwood, OH
SELL
 -
-1
- 0.04%
$110 - $111
2.83K $312K
Jul 21, 2021 Q2 2021
Grandview Asset Management LLC

SELL
 -
-4
Closed
$442 - $442
0 $0
Aug 10, 2021 Q2 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-10
Closed
$1.1K - $1.11K
0 $0
Aug 12, 2021 Q2 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-10
- 0.42%
$1.1K - $1.11K
2.4K $264K
Aug 09, 2021 Q2 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-15
- 0.18%
$1.66K - $1.66K
8.29K $914K
Aug 10, 2021 Q2 2021
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-24
- 0.94%
$2.65K - $2.65K
2.53K $278K
Jul 22, 2021 Q2 2021
Hanson & Doremus Investment Management

SELL
 -
-27
Closed
$2.98K - $2.98K
0 $0
Jul 28, 2021 Q2 2021
Hc Financial Advisors Inc

SELL
 -
-27
Closed
$2.98K - $2.98K
0 $0
Aug 16, 2021 Q2 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-27
- 8.44%
$2.98K - $2.98K
293 $32.3K
Jan 18, 2022 Q2 2021
Apella Capital, LLC

SELL
 -
-27
- 0.17%
$2.98K - $2.98K
16K $1.76M
Aug 12, 2021 Q2 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-28
- 0.44%
$3.09K - $3.09K
6.36K $701K
Aug 04, 2021 Q2 2021
Iag Wealth Partners, LLC

SELL
 -
-44
Closed
$4.86K - $4.86K
0 $0
Jul 29, 2021 Q2 2021
Financial Advisory Service, Inc.

SELL
 -
-53
- 17.61%
$5.86K - $5.86K
248 $27.3K
Aug 09, 2021 Q2 2021
Meeder Asset Management Inc

SELL
 -
-59
- 30.26%
$6.52K - $6.52K
136 $15K
Aug 03, 2021 Q2 2021
Mattern Capital Management, LLC

Lakewood, CO
SELL
 -
-72
- 0.73%
$7.95K - $7.96K
9.75K $1.07M
Jul 23, 2021 Q2 2021
Phoenix Wealth Advisors

SELL
 -
-81
- 27.09%
$8.95K - $8.95K
218 $24K
Aug 09, 2021 Q2 2021
Grand Central Investment Group

SELL
 -
-85
- 0.76%
$9.39K - $9.4K
11.1K $1.22M
Aug 16, 2021 Q2 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-94
- 0.44%
$10.4K - $10.4K
21.1K $2.32M
Aug 11, 2021 Q2 2021
Semmax Financial Advisors Inc.

Winston Salem, NC
SELL
 -
-96
- 4.2%
$10.6K - $10.6K
2.19K $242K
Jul 27, 2021 Q2 2021
Avion Wealth

The Woodlands, TX
SELL
 -
-106
- 6.94%
$11.7K - $11.7K
1.42K $157K
Aug 12, 2021 Q2 2021
Lazard Asset Management LLC

New York, NY
SELL
 -
-113
- 1.57%
$12.5K - $12.5K
7.08K $780K
Jul 15, 2021 Q2 2021
Pinnacle Bancorp, Inc.

SELL
 -
-118
Closed
$13K - $13K
0 $0
Aug 05, 2021 Q2 2021
Washington Trust CO

SELL
 -
-118
- 6.42%
$13K - $13K
1.72K $190K
Aug 11, 2021 Q2 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-120
Closed
$13.3K - $13.3K
0 $0
Jan 27, 2023 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-132
- 6.55%
$14.6K - $14.6K
1.88K $207K
Aug 13, 2021 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-132
- 6.55%
$14.6K - $14.6K
1.88K $207K
Jul 27, 2021 Q2 2021
Capital Investment Advisory Services, LLC

SELL
 -
-137
- 3.14%
$15.1K - $15.1K
4.23K $466K
Aug 06, 2021 Q2 2021
Fifth Third Bancorp

SELL
 -
-142
- 11.45%
$15.7K - $15.7K
1.1K $121K
Aug 09, 2021 Q2 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-146
- 61.86%
$16.1K - $16.1K
90 $9.92K
Aug 23, 2021 Q2 2021
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-146
- 8.18%
$16.1K - $16.1K
1.64K $181K
Aug 12, 2021 Q2 2021
Fieldpoint Private Securities, LLC

SELL
 -
-180
- 5.45%
$19.9K - $19.9K
3.13K $344K
Aug 12, 2021 Q2 2021
Jones Financial Companies Lllp

SELL
 -
-181
Closed
$20K - $20K
0 $0
Aug 10, 2021 Q2 2021
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-213
- 9.82%
$23.5K - $23.5K
1.96K $215K
Mar 11, 2024 Q2 2021
Hobart Private Capital, LLC

Charlotte, NC
SELL
 -
-259
- 8.94%
$28.6K - $28.6K
2.64K $291K
Aug 16, 2021 Q2 2021
Woodmont Investment Counsel LLC

Nashville, TN
SELL
 -
-272
- 4.22%
$30.1K - $30.1K
6.17K $680K
Jul 17, 2024 Q2 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-280
Closed
$30.9K - $30.9K
0 $0
Jul 13, 2021 Q2 2021
Hms Capital Management, LLC

SELL
 -
-285
- 2.3%
$31.5K - $31.5K
12.1K $1.33M
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-290
Closed
$32K - $32.1K
0 $0
Aug 09, 2021 Q2 2021
Brand Asset Management Group, Inc.

SELL
 -
-356
Closed
$39.3K - $39.3K
0 $0
Aug 03, 2021 Q2 2021
Fure Financial Corp

Bloomington, MN
SELL
 -
-357
Closed
$39.4K - $39.5K
0 $0
Aug 03, 2021 Q2 2021
American Investment Services, Inc.

SELL
 -
-385
- 14.83%
$42.5K - $42.6K
2.21K $244K
Aug 10, 2021 Q2 2021
Baker Ellis Asset Management LLC

SELL
 -
-400
- 2.42%
$44.2K - $44.2K
16.2K $1.78M
Aug 16, 2021 Q2 2021
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-400
- 15.21%
$44.2K - $44.2K
2.23K $246K
Jul 09, 2024 Q2 2021
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-414
- 12.22%
$45.7K - $45.8K
2.97K $328K
Jul 23, 2021 Q2 2021
Archford Capital Strategies, LLC

SELL
 -
-433
- 1.46%
$47.8K - $47.9K
29.2K $3.22M

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