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 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.98K- 15.48% |
$219K - $219K
|
10.8K
$1.19M
|
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-1.98K- 16.81% |
$219K - $219K
|
9.82K
$1.08M
|
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.01K- 88.71% |
$222K - $222K
|
256
$28.2K
|
|
|
Aug 12, 2021
Q2 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.07KClosed |
$229K - $229K
|
0
$0
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
SELL
|
- |
-2.1K- 22.96% |
$232K - $232K
|
7.04K
$776K
|
|
|
Jul 29, 2021
Q2 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 47.5% |
$235K - $235K
|
2.35K
$259K
|
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.19K- 9.37% |
$242K - $242K
|
21.1K
$2.33M
|
|
|
Jul 29, 2021
Q2 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.23KClosed |
$246K - $246K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2.23KClosed |
$246K - $246K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.24KClosed |
$248K - $248K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.3KClosed |
$254K - $254K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.33KClosed |
$258K - $258K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.39K- 20.76% |
$264K - $264K
|
9.13K
$1.01M
|
|
|
Jul 07, 2021
Q2 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.4K- 31.17% |
$265K - $265K
|
5.3K
$584K
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.44KClosed |
$270K - $270K
|
0
$0
|
|
|
Aug 23, 2021
Q2 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.47K- 19.08% |
$273K - $273K
|
10.5K
$1.16M
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.5K- 9.31% |
$276K - $276K
|
24.3K
$2.68M
|
|
|
Jul 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.51KClosed |
$277K - $278K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.66K- 21.3% |
$294K - $294K
|
9.84K
$1.08M
|
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
SELL
|
- |
-2.67K- 16.56% |
$295K - $295K
|
13.4K
$1.48M
|
|
|
Aug 06, 2021
Q2 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.78K- 15.13% |
$307K - $308K
|
15.6K
$1.72M
|
|
|
Aug 03, 2021
Q2 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.79KClosed |
$308K - $308K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3.01KClosed |
$333K - $333K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.14K- 49.41% |
$347K - $347K
|
3.21K
$354K
|
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.23K- 19.83% |
$356K - $357K
|
13K
$1.44M
|
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.23K- 20.98% |
$356K - $357K
|
12.2K
$1.34M
|
|
|
Aug 25, 2021
Q2 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.25K- 40.73% |
$359K - $359K
|
4.73K
$521K
|
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.32K- 49.49% |
$366K - $366K
|
3.38K
$373K
|
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.37K- 26.46% |
$372K - $372K
|
9.35K
$1.03M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.48K- 53.69% |
$384K - $385K
|
3K
$331K
|
|
|
Aug 09, 2021
Q2 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-3.48K- 51.91% |
$385K - $385K
|
3.23K
$355K
|
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.48KClosed |
$385K - $385K
|
0
$0
|
|
|
Aug 28, 2024
Q2 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-3.58KClosed |
$396K - $396K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-3.65K- 46.98% |
$403K - $403K
|
4.11K
$453K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.88K- 1.73% |
$428K - $429K
|
220K
$24.3M
|
|
|
Jul 22, 2021
Q2 2021
|
Ma Private Wealth
|
SELL
|
- |
-4.09K- 8.28% |
$452K - $452K
|
45.3K
$5M
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.18K- 43.91% |
$461K - $462K
|
5.34K
$588K
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.27K- 44.21% |
$472K - $472K
|
5.39K
$594K
|
|
|
Jul 01, 2021
Q2 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-4.32K- 39.21% |
$477K - $477K
|
6.7K
$738K
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.38K- 10.05% |
$484K - $484K
|
39.2K
$4.32M
|
|
|
Jul 30, 2021
Q2 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4.47K- 29.6% |
$493K - $494K
|
10.6K
$1.17M
|
|
|
Jul 26, 2021
Q2 2021
|
James Investment Research Inc
|
SELL
|
- |
-4.52K- 6.5% |
$499K - $499K
|
65K
$7.16M
|
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.52K- 24.23% |
$499K - $499K
|
14.1K
$1.56M
|
|
|
Jul 20, 2021
Q2 2021
|
Sol Capital Management CO
|
SELL
|
- |
-4.57KClosed |
$505K - $505K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-4.81K- 4.89% |
$531K - $531K
|
93.6K
$10.3M
|
|
|
Aug 17, 2021
Q2 2021
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-4.88K- 28.95% |
$539K - $540K
|
12K
$1.32M
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5.27K- 33.55% |
$582K - $583K
|
10.4K
$1.15M
|
|
|
Aug 06, 2021
Q2 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-5.38K- 18.17% |
$595K - $595K
|
24.2K
$2.67M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.5K- 6.31% |
$607K - $608K
|
81.6K
$9M
|
|
|
Aug 02, 2021
Q2 2021
|
One Day In July LLC
|
SELL
|
- |
-5.56K- 40.33% |
$614K - $614K
|
8.22K
$906K
|