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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-490- 8.81% |
$54.1K - $54.2K
|
5.07K
$559K
|
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-498- 60.36% |
$55K - $55K
|
327
$36K
|
|
|
Aug 10, 2021
Q2 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-500- 11.12% |
$55.2K - $55.3K
|
4K
$441K
|
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 16.16% |
$55.2K - $55.3K
|
2.6K
$286K
|
|
|
Aug 12, 2021
Q2 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-504- 11.75% |
$55.7K - $55.7K
|
3.79K
$417K
|
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-557Closed |
$61.5K - $61.6K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-558- 69.66% |
$61.6K - $61.7K
|
243
$26.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-579- 5.49% |
$64K - $64K
|
9.98K
$1.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-623- 18.61% |
$68.8K - $68.9K
|
2.73K
$300K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-661- 23.7% |
$73K - $73.1K
|
2.13K
$235K
|
|
|
Aug 11, 2021
Q2 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-667- 0.69% |
$73.7K - $73.7K
|
96.5K
$10.6M
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-693- 78.84% |
$76.6K - $76.6K
|
186
$20.5K
|
|
|
Jul 26, 2021
Q2 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-699- 18.93% |
$77.2K - $77.3K
|
2.99K
$330K
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-701Closed |
$77.4K - $77.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-705- 8.99% |
$77.9K - $77.9K
|
7.14K
$786K
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-715- 25.92% |
$79K - $79K
|
2.04K
$225K
|
|
|
Jul 22, 2021
Q2 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-739- 22.56% |
$81.6K - $81.7K
|
2.54K
$280K
|
|
|
Aug 13, 2021
Q2 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-752- 20.67% |
$83.1K - $83.1K
|
2.89K
$318K
|
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-795- 0.73% |
$87.8K - $87.9K
|
108K
$11.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-800- 0.34% |
$88.4K - $88.4K
|
236K
$26.1M
|
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-809- 2.91% |
$89.4K - $89.4K
|
27K
$2.98M
|
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
SELL
|
- |
-828- 10.63% |
$91.5K - $91.5K
|
6.96K
$767K
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
SELL
|
- |
-852- 5.05% |
$94.1K - $94.2K
|
16K
$1.77M
|
|
|
Jul 22, 2021
Q2 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-950- 12.57% |
$105K - $105K
|
6.61K
$729K
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-970- 23.92% |
$107K - $107K
|
3.09K
$340K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-980- 57.99% |
$108K - $108K
|
710
$78.3K
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-993- 14.79% |
$110K - $110K
|
5.72K
$631K
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1KClosed |
$110K - $111K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.17K- 33.6% |
$129K - $129K
|
2.3K
$254K
|
|
|
Aug 12, 2021
Q2 2021
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-1.2K- 8.82% |
$132K - $132K
|
12.4K
$1.36M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.25K- 9.05% |
$138K - $138K
|
12.5K
$1.38M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.28K- 7.99% |
$141K - $141K
|
14.7K
$1.62M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.3KClosed |
$143K - $143K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.3K- 48.06% |
$144K - $144K
|
1.41K
$155K
|
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.34K- 23.18% |
$148K - $149K
|
4.46K
$491K
|
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.39K- 4.92% |
$153K - $153K
|
26.8K
$2.95M
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.39K- 16.89% |
$154K - $154K
|
6.85K
$755K
|
|
|
Aug 02, 2021
Q2 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.4K- 9.03% |
$155K - $155K
|
14.1K
$1.55M
|
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.43K- 5.38% |
$158K - $158K
|
25.1K
$2.76M
|
|
|
Jul 28, 2021
Q2 2021
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.43K- 10.86% |
$158K - $159K
|
11.8K
$1.3M
|
|
|
Jul 21, 2021
Q2 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.48K- 11.69% |
$163K - $163K
|
11.2K
$1.23M
|
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.52K- 36.05% |
$168K - $168K
|
2.69K
$297K
|
|
|
Jul 07, 2021
Q2 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.52KClosed |
$168K - $168K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.59K- 7.26% |
$176K - $176K
|
20.3K
$2.24M
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.67K- 61.46% |
$185K - $185K
|
1.05K
$115K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.68K- 29.34% |
$185K - $186K
|
4.04K
$446K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.86K- 31.91% |
$205K - $205K
|
3.96K
$437K
|
|
|
Jul 29, 2021
Q2 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-1.93K- 14.36% |
$213K - $213K
|
11.5K
$1.27M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.96KClosed |
$217K - $217K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.97K- 9.11% |
$217K - $217K
|
19.6K
$2.16M
|