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
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.14K+ 40.19% |
$237K - $237K
|
7.48K
$822K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.14K+ 3.49% |
$237K - $237K
|
63.4K
$6.97M
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.12K+ 18.12% |
$234K - $235K
|
13.8K
$1.52M
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.12K+ 32.71% |
$234K - $234K
|
8.58K
$944K
|
|
|
Oct 13, 2020
Q3 2020
|
Pacifica Partners Inc.
|
BUY
|
- |
2.04K+ 27.17% |
$226K - $226K
|
9.56K
$1.05M
|
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.04KNew |
$225K - $225K
|
2.04K
$224K
|
|
|
Nov 13, 2020
Q3 2020
|
Krilogy Financial LLC
|
BUY
|
- |
2.03KNew |
$225K - $225K
|
2.03K
$223K
|
|
|
Nov 16, 2020
Q3 2020
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2KNew |
$221K - $221K
|
2K
$220K
|
|
|
Oct 22, 2020
Q3 2020
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.99K+ 10.4% |
$220K - $220K
|
21.1K
$2.32M
|
|
|
Nov 12, 2020
Q3 2020
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.89KNew |
$209K - $209K
|
1.89K
$208K
|
|
|
Nov 12, 2020
Q3 2020
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.88K+ 11.98% |
$209K - $209K
|
17.6K
$1.94M
|
|
|
Nov 13, 2020
Q3 2020
|
Retirement Capital Strategies
|
BUY
|
- |
1.82KNew |
$202K - $202K
|
1.82K
$201K
|
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
- |
1.71K+ 1.5% |
$189K - $189K
|
115K
$12.7M
|
|
|
Nov 13, 2020
Q3 2020
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 10.63% |
$177K - $177K
|
16.6K
$1.83M
|
|
|
Nov 12, 2020
Q3 2020
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.38K+ 37.28% |
$152K - $152K
|
5.07K
$558K
|
|
|
Oct 21, 2020
Q3 2020
|
Emerson Wealth, LLC
|
BUY
|
- |
1.3K+ 2.27% |
$144K - $144K
|
58.5K
$6.43M
|
|
|
Nov 12, 2020
Q3 2020
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.25K+ 54.62% |
$139K - $139K
|
3.55K
$390K
|
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.22K+ 2.71% |
$135K - $135K
|
46.1K
$5.07M
|
|
|
Dec 10, 2020
Q3 2020
|
Nvwm, LLC
|
BUY
|
- |
1.17KNew |
$130K - $130K
|
1.17K
$129K
|
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.15KNew |
$127K - $127K
|
1.15K
$126K
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.1K+ 3.96% |
$121K - $121K
|
28.8K
$3.16M
|
|
|
Nov 09, 2020
Q3 2020
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.07KNew |
$119K - $119K
|
1.07K
$118K
|
|
|
Oct 13, 2020
Q3 2020
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.03K+ 0.37% |
$114K - $114K
|
276K
$30.4M
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1KNew |
$111K - $111K
|
1K
$110K
|
|
|
Oct 29, 2020
Q3 2020
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
984+ 50.13% |
$109K - $109K
|
2.95K
$324K
|
|
|
Nov 15, 2022
Q3 2020
|
Values First Advisors, Inc.
|
BUY
|
- |
863+ 5.53% |
$95.5K - $95.6K
|
16.5K
$1.81M
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
838+ 11.48% |
$92.8K - $92.8K
|
8.14K
$895K
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
788+ 2129.73% |
$87.2K - $87.3K
|
825
$90.7K
|
|
|
Oct 29, 2020
Q3 2020
|
Keybank National Association
|
BUY
|
- |
784+ 5.04% |
$86.8K - $86.8K
|
16.4K
$1.8M
|
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
717+ 9.41% |
$79.4K - $79.4K
|
8.34K
$917K
|
|
|
Oct 20, 2020
Q3 2020
|
Patton Fund Management, Inc.
|
BUY
|
- |
695+ 6.28% |
$76.9K - $77K
|
11.8K
$1.29M
|
|
|
Oct 07, 2020
Q3 2020
|
Kwmg, LLC
|
BUY
|
- |
619+ 1.07% |
$68.5K - $68.5K
|
58.4K
$6.42M
|
|
|
Oct 30, 2020
Q3 2020
|
Comerica Bank
|
BUY
|
- |
601+ 8.15% |
$66.5K - $66.6K
|
7.98K
$877K
|
|
|
Nov 10, 2020
Q3 2020
|
Gamble Jones Investment Counsel
|
BUY
|
- |
595+ 0.56% |
$65.9K - $65.9K
|
106K
$11.7M
|
|
|
Nov 13, 2020
Q3 2020
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
550+ 19.71% |
$60.9K - $60.9K
|
3.34K
$367K
|
|
|
Nov 05, 2020
Q3 2020
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
445New |
$49.3K - $49.3K
|
445
$48.9K
|
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
432+ 960.0% |
$47.8K - $47.8K
|
477
$52.5K
|
|
|
Nov 03, 2020
Q3 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
407+ 14.78% |
$45.1K - $45.1K
|
3.16K
$348K
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
387+ 4.71% |
$42.8K - $42.9K
|
8.6K
$945K
|
|
|
Oct 27, 2020
Q3 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
355+ 8.35% |
$39.3K - $39.3K
|
4.6K
$506K
|
|
|
Oct 29, 2020
Q3 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
340+ 32.69% |
$37.6K - $37.7K
|
1.38K
$152K
|
|
|
Nov 05, 2020
Q3 2020
|
Washington Trust CO
|
BUY
|
- |
280+ 22.4% |
$31K - $31K
|
1.53K
$168K
|
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
240+ 4.41% |
$26.6K - $26.6K
|
5.69K
$626K
|
|
|
Nov 16, 2020
Q3 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
220+ 1.73% |
$24.4K - $24.4K
|
12.9K
$1.42M
|
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
200New |
$22.1K - $22.1K
|
200
$22K
|
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
178New |
$19.7K - $19.7K
|
178
$19.6K
|
|
|
Nov 06, 2020
Q3 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
133New |
$14.7K - $14.7K
|
133
$14.6K
|
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106New |
$11.7K - $11.7K
|
106
$11.7K
|
|
|
Nov 13, 2020
Q3 2020
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
100+ 1.25% |
$11.1K - $11.1K
|
8.12K
$893K
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
69New |
$7.64K - $7.64K
|
69
$7.59K
|