Purchases and Sales Made in Q3 2020 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
BUY
|
- |
1.05M+ 3530.37% |
$116M - $116M
|
1.08M
$118M
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
828K+ 138.69% |
$91.7M - $91.7M
|
1.43M
$157M
|
|
Nov 10, 2020
Q3 2020
|
Betterment LLC
New York, NY |
BUY
|
- |
605K+ 7.61% |
$67M - $67M
|
8.56M
$942M
|
|
Nov 05, 2020
Q3 2020
|
Divergent Wealth Advisors
|
BUY
|
- |
515KNew |
$57M - $57.1M
|
515K
$56.7M
|
|
Nov 13, 2020
Q3 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
316KNew |
$35M - $35M
|
316K
$34.7M
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
165K+ 84.68% |
$18.3M - $18.3M
|
361K
$39.7M
|
|
Nov 05, 2020
Q3 2020
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
134K+ 133.79% |
$14.8M - $14.8M
|
233K
$25.7M
|
|
Nov 13, 2020
Q3 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
118K+ 4143.16% |
$13M - $13M
|
120K
$13.2M
|
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
107K+ 55.46% |
$11.9M - $11.9M
|
301K
$33.1M
|
|
Nov 10, 2020
Q3 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
98.2K+ 11.01% |
$10.9M - $10.9M
|
990K
$109M
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
97.1KNew |
$10.8M - $10.8M
|
97.1K
$10.7M
|
|
Nov 13, 2020
Q3 2020
|
Rmr Wealth Builders
|
BUY
|
- |
94.3K+ 363.4% |
$10.4M - $10.4M
|
120K
$13.2M
|
|
Nov 17, 2020
Q3 2020
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
91.5KNew |
$10.1M - $10.1M
|
91.5K
$10.1M
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
90.9K+ 70.74% |
$10.1M - $10.1M
|
219K
$24.1M
|
|
Oct 29, 2020
Q3 2020
|
Next Capital Advisers, Inc.
|
BUY
|
- |
82.2K+ 21.06% |
$9.1M - $9.11M
|
473K
$52M
|
|
Oct 16, 2020
Q3 2020
|
Quattro Financial Advisors LLC
|
BUY
|
- |
59.7K+ 294.75% |
$6.61M - $6.61M
|
80K
$8.8M
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.3K+ 53.36% |
$6.34M - $6.34M
|
165K
$18.1M
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
49.7K+ 1124.75% |
$5.5M - $5.51M
|
54.1K
$5.96M
|
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
47.3KNew |
$5.23M - $5.24M
|
47.3K
$5.2M
|
|
Nov 02, 2020
Q3 2020
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
46.2KNew |
$5.11M - $5.12M
|
46.2K
$5.08M
|
|
Nov 13, 2020
Q3 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
44.5K+ 95.08% |
$4.93M - $4.93M
|
91.4K
$10.1M
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.5KNew |
$4.92M - $4.92M
|
44.5K
$4.89M
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
38.7K+ 123.72% |
$4.28M - $4.29M
|
70K
$7.7M
|
|
Oct 19, 2020
Q3 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
38.4KNew |
$4.25M - $4.25M
|
38.4K
$4.23M
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.2K+ 40.04% |
$4.23M - $4.23M
|
134K
$14.7M
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
37.9K+ 83.19% |
$4.19M - $4.19M
|
83.4K
$9.18M
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.1K+ 35.17% |
$4M - $4M
|
139K
$15.3M
|
|
Nov 12, 2020
Q3 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
33.9K+ 19.28% |
$3.75M - $3.75M
|
210K
$23M
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.6K+ 110.33% |
$3.06M - $3.06M
|
52.7K
$5.8M
|
|
Oct 20, 2020
Q3 2020
|
Strong Box Wealth, LLC
|
BUY
|
- |
25.8K+ 112.8% |
$2.86M - $2.86M
|
48.7K
$5.36M
|
|
Nov 13, 2020
Q3 2020
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.4KNew |
$2.81M - $2.81M
|
25.4K
$2.79M
|
|
Nov 12, 2020
Q3 2020
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
25.1K+ 48.0% |
$2.78M - $2.78M
|
77.3K
$8.51M
|
|
Nov 03, 2020
Q3 2020
|
Verus Financial Partners, Inc.
|
BUY
|
- |
20K+ 1056.39% |
$2.21M - $2.22M
|
21.9K
$2.41M
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.8K+ 555.12% |
$2.08M - $2.08M
|
22.2K
$2.44M
|
|
Nov 16, 2020
Q3 2020
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
18.8KNew |
$2.08M - $2.08M
|
18.8K
$2.06M
|
|
Oct 26, 2020
Q3 2020
|
Hedeker Wealth, LLC
|
BUY
|
- |
16.4K+ 160.48% |
$1.81M - $1.81M
|
26.6K
$2.93M
|
|
Nov 12, 2020
Q3 2020
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
15.7K+ 54.8% |
$1.74M - $1.74M
|
44.4K
$4.88M
|
|
Nov 04, 2020
Q3 2020
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14.8K+ 20.87% |
$1.63M - $1.63M
|
85.5K
$9.41M
|
|
Nov 03, 2020
Q3 2020
|
Abacus Planning Group, Inc.
|
BUY
|
- |
14.7K+ 202.26% |
$1.62M - $1.62M
|
21.9K
$2.41M
|
|
Oct 22, 2020
Q3 2020
|
Gw Henssler & Associates LTD
|
BUY
|
- |
12.1K+ 6.54% |
$1.34M - $1.34M
|
197K
$21.7M
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 69.46% |
$1.34M - $1.34M
|
29.5K
$3.24M
|
|
Oct 14, 2020
Q3 2020
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12K+ 24.68% |
$1.33M - $1.33M
|
60.6K
$6.67M
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.9K+ 4.33% |
$1.32M - $1.32M
|
287K
$31.5M
|
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11.7K+ 6.13% |
$1.29M - $1.29M
|
202K
$22.3M
|
|
Oct 28, 2020
Q3 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
11.1KNew |
$1.23M - $1.23M
|
11.1K
$1.22M
|
|
Oct 13, 2020
Q3 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$1.2M - $1.2M
|
10.9K
$1.19M
|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
10.7K+ 16.15% |
$1.18M - $1.18M
|
76.9K
$8.46M
|
|
Oct 16, 2020
Q3 2020
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 3.45% |
$1.15M - $1.15M
|
311K
$34.3M
|
|
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.1KNew |
$1.12M - $1.12M
|
10.1K
$1.11M
|
|
Nov 09, 2020
Q3 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.61KNew |
$1.06M - $1.06M
|
9.61K
$1.06M
|