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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2020
Q3 2020
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
9.5K+ 3.43% |
$1.05M - $1.05M
|
286K
$31.5M
|
|
|
Nov 12, 2020
Q3 2020
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
9.13K+ 45.3% |
$1.01M - $1.01M
|
29.3K
$3.22M
|
|
|
Nov 13, 2020
Q3 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.1KNew |
$1.01M - $1.01M
|
9.1K
$1M
|
|
|
Oct 20, 2020
Q3 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
8.92K+ 160.63% |
$987K - $988K
|
14.5K
$1.59M
|
|
|
Aug 05, 2021
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.2KNew |
$907K - $908K
|
8.2K
$901K
|
|
|
Oct 09, 2020
Q3 2020
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.7KNew |
$852K - $852K
|
7.7K
$847K
|
|
|
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
BUY
|
- |
7.44KNew |
$823K - $824K
|
7.44K
$818K
|
|
|
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.19K+ 18.12% |
$796K - $796K
|
46.9K
$5.15M
|
|
|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.91K+ 54.56% |
$765K - $766K
|
19.6K
$2.15M
|
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
6.86K+ 3.37% |
$759K - $760K
|
211K
$23.2M
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
6.8K+ 7.43% |
$753K - $753K
|
98.3K
$10.8M
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.79K+ 12.31% |
$751K - $751K
|
61.9K
$6.81M
|
|
|
Dec 11, 2020
Q3 2020
|
United Bank
Vienna, VA |
BUY
|
- |
6.57KNew |
$727K - $727K
|
6.57K
$722K
|
|
|
Oct 16, 2020
Q3 2020
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.94K+ 119.03% |
$657K - $657K
|
10.9K
$1.2M
|
|
|
Nov 13, 2020
Q3 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.78K+ 14.22% |
$640K - $640K
|
46.4K
$5.1M
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.57K+ 3.86% |
$617K - $617K
|
150K
$16.5M
|
|
|
Oct 06, 2020
Q3 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
5.53K+ 16.22% |
$612K - $612K
|
39.6K
$4.36M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.34K+ 2.77% |
$591K - $591K
|
198K
$21.7M
|
|
|
Nov 12, 2020
Q3 2020
|
Orser Capital Management, LLC
|
BUY
|
- |
5.29KNew |
$586K - $586K
|
5.29K
$582K
|
|
|
Nov 17, 2020
Q3 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.2K+ 102.83% |
$576K - $576K
|
10.3K
$1.13M
|
|
|
Nov 16, 2020
Q3 2020
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.14K+ 267.78% |
$569K - $570K
|
7.07K
$777K
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.13K+ 21.41% |
$568K - $569K
|
29.1K
$3.2M
|
|
|
Nov 03, 2020
Q3 2020
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.04KNew |
$558K - $559K
|
5.04K
$555K
|
|
|
Oct 23, 2020
Q3 2020
|
Ritholtz Wealth Management
|
BUY
|
- |
4.77K+ 18.74% |
$528K - $529K
|
30.2K
$3.33M
|
|
|
Nov 12, 2020
Q3 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.73K+ 17.88% |
$523K - $523K
|
31.2K
$3.43M
|
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.72K+ 65.4% |
$523K - $523K
|
11.9K
$1.31M
|
|
|
Feb 03, 2021
Q3 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.67KNew |
$517K - $517K
|
4.67K
$514K
|
|
|
Nov 04, 2020
Q3 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.49K+ 8.33% |
$497K - $497K
|
58.4K
$6.42M
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
4.48K+ 22.44% |
$496K - $496K
|
24.4K
$2.69M
|
|
|
Oct 23, 2020
Q3 2020
|
Simpli Fi, Inc.
|
BUY
|
- |
4.4K+ 3.18% |
$487K - $487K
|
143K
$15.7M
|
|
|
Nov 10, 2020
Q3 2020
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.26KNew |
$472K - $472K
|
4.26K
$469K
|
|
|
Nov 03, 2020
Q3 2020
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.23KNew |
$468K - $469K
|
4.23K
$465K
|
|
|
Nov 06, 2020
Q3 2020
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.07K+ 22.13% |
$451K - $451K
|
22.5K
$2.47M
|
|
|
Nov 03, 2020
Q3 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
4.07K+ 26.28% |
$451K - $451K
|
19.6K
$2.15M
|
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.95K+ 47.69% |
$437K - $438K
|
12.2K
$1.35M
|
|
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.9KNew |
$431K - $431K
|
3.9K
$428K
|
|
|
Nov 12, 2020
Q3 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.49KNew |
$386K - $386K
|
3.49K
$383K
|
|
|
Nov 16, 2020
Q3 2020
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
3.16K+ 18.32% |
$350K - $350K
|
20.4K
$2.24M
|
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.83K+ 39.73% |
$313K - $313K
|
9.95K
$1.09M
|
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
BUY
|
- |
2.78KNew |
$308K - $308K
|
2.78K
$306K
|
|
|
Oct 08, 2020
Q3 2020
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.47K+ 4.64% |
$274K - $274K
|
55.7K
$6.13M
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.44K+ 17.76% |
$270K - $270K
|
16.2K
$1.78M
|
|
|
Oct 19, 2020
Q3 2020
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.34K+ 26.12% |
$259K - $260K
|
11.3K
$1.24M
|
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
BUY
|
- |
2.26KNew |
$250K - $250K
|
2.26K
$248K
|
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
BUY
|
- |
2.26KNew |
$250K - $250K
|
2.26K
$248K
|
|
|
Jan 02, 2024
Q3 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.25K+ 265.84% |
$249K - $249K
|
3.1K
$340K
|
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.22K+ 56.53% |
$245K - $245K
|
6.14K
$675K
|
|
|
Oct 28, 2020
Q3 2020
|
Estate Counselors, LLC
|
BUY
|
- |
2.2K+ 3.51% |
$244K - $244K
|
64.9K
$7.14M
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.15K+ 269.97% |
$238K - $238K
|
2.95K
$324K
|
|
|
Nov 12, 2020
Q3 2020
|
Destination Wealth Management
|
BUY
|
- |
2.15K+ 31.8% |
$238K - $238K
|
8.91K
$979K
|