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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2020
Q3 2020
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
58New |
$6.42K - $6.42K
|
58
$6.38K
|
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
54+ 0.26% |
$5.98K - $5.98K
|
21.2K
$2.33M
|
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
52+ 0.35% |
$5.76K - $5.76K
|
15.1K
$1.66M
|
|
|
Oct 08, 2020
Q3 2020
|
City Holding CO
|
BUY
|
- |
35New |
$3.87K - $3.88K
|
35
$3.85K
|
|
|
Nov 09, 2020
Q3 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
30+ 1.25% |
$3.32K - $3.32K
|
2.44K
$268K
|
|
|
Nov 04, 2020
Q3 2020
|
Independent Advisor Alliance
|
BUY
|
- |
20+ 0.4% |
$2.21K - $2.21K
|
5.06K
$557K
|
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17New |
$1.88K - $1.88K
|
17
$1.87K
|
|
|
Oct 26, 2020
Q3 2020
|
Ma Private Wealth
|
BUY
|
- |
9+ 0.02% |
$996 - $997
|
50.3K
$5.53M
|
|
|
Nov 09, 2020
Q3 2020
|
Pacific Financial Group Inc
|
BUY
|
- |
8+ 0.23% |
$886 - $886
|
3.48K
$383K
|
|
|
Oct 13, 2020
Q3 2020
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.03% |
$332 - $332
|
8.64K
$950K
|
|
|
Oct 14, 2020
Q3 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.03% |
$332 - $332
|
10.2K
$1.12M
|
|
|
Nov 16, 2020
Q3 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2+ 0.03% |
$221 - $221
|
8K
$880K
|
|
|
Oct 27, 2020
Q3 2020
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$111 - $111
|
2.39K
$262K
|
|
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$111 - $111
|
6.31K
$694K
|
|
|
Nov 09, 2020
Q3 2020
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1- 0.03% |
$111 - $111
|
3.12K
$344K
|
|
|
Oct 28, 2020
Q3 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2Closed |
$221 - $221
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-22Closed |
$2.44K - $2.44K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-27- 0.99% |
$2.99K - $2.99K
|
2.7K
$297K
|
|
|
Oct 09, 2020
Q3 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-34Closed |
$3.76K - $3.77K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Elm Partners Management LLC
|
SELL
|
- |
-41Closed |
$4.54K - $4.54K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-50- 2.2% |
$5.54K - $5.54K
|
2.22K
$244K
|
|
|
Nov 18, 2020
Q3 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-66- 0.26% |
$7.31K - $7.31K
|
25.6K
$2.81M
|
|
|
Oct 23, 2020
Q3 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-85- 0.96% |
$9.41K - $9.41K
|
8.81K
$969K
|
|
|
Oct 29, 2020
Q3 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-85- 1.06% |
$9.41K - $9.41K
|
7.92K
$871K
|
|
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-90- 4.8% |
$9.96K - $9.97K
|
1.78K
$196K
|
|
|
Oct 16, 2020
Q3 2020
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-95Closed |
$10.5K - $10.5K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
SELL
|
- |
-100- 4.57% |
$11.1K - $11.1K
|
2.09K
$229K
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-104Closed |
$11.5K - $11.5K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-107- 0.67% |
$11.8K - $11.8K
|
15.8K
$1.73M
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-111- 13.07% |
$12.3K - $12.3K
|
738
$81.2K
|
|
|
Oct 21, 2020
Q3 2020
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-130- 1.64% |
$14.4K - $14.4K
|
7.78K
$856K
|
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-140- 53.44% |
$15.5K - $15.5K
|
122
$13.4K
|
|
|
Nov 12, 2020
Q3 2020
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-145- 2.89% |
$16.1K - $16.1K
|
4.87K
$535K
|
|
|
Oct 23, 2020
Q3 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-148- 0.19% |
$16.4K - $16.4K
|
76.9K
$8.46M
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-154Closed |
$17K - $17.1K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-180- 6.42% |
$19.9K - $19.9K
|
2.62K
$288K
|
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-189- 81.12% |
$20.9K - $20.9K
|
44
$4.84K
|
|
|
Oct 23, 2020
Q3 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-203- 5.69% |
$22.5K - $22.5K
|
3.36K
$370K
|
|
|
Oct 14, 2020
Q3 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-217- 4.94% |
$24K - $24K
|
4.18K
$459K
|
|
|
Nov 10, 2020
Q3 2020
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-223- 2.2% |
$24.7K - $24.7K
|
9.92K
$1.09M
|
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-226- 14.05% |
$25K - $25K
|
1.38K
$152K
|
|
|
Nov 13, 2020
Q3 2020
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-240- 1.12% |
$26.6K - $26.6K
|
21.2K
$2.33M
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-251- 57.97% |
$27.8K - $27.8K
|
182
$20K
|
|
|
Nov 12, 2020
Q3 2020
|
Sfmg, LLC
|
SELL
|
- |
-283- 1.28% |
$31.3K - $31.3K
|
21.7K
$2.39M
|
|
|
Nov 12, 2020
Q3 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-297- 2.35% |
$32.9K - $32.9K
|
12.3K
$1.36M
|
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$33.2K - $33.2K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Allworth Financial LP
|
SELL
|
- |
-312- 11.85% |
$34.5K - $34.6K
|
2.32K
$255K
|
|
|
Nov 16, 2020
Q3 2020
|
Coldstream Capital Management Inc
|
SELL
|
- |
-340- 6.84% |
$37.6K - $37.7K
|
4.63K
$510K
|
|
|
Nov 12, 2020
Q3 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-359- 23.06% |
$39.7K - $39.8K
|
1.2K
$132K
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 30.77% |
$44.3K - $44.3K
|
900
$99K
|