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 14, 2020
Q3 2020
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-446- 0.32% |
$49.4K - $49.4K
|
140K
$15.4M
|
|
|
Nov 12, 2020
Q3 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-450Closed |
$49.8K - $49.8K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-452- 5.26% |
$50K - $50.1K
|
8.15K
$896K
|
|
|
Nov 03, 2020
Q3 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-489Closed |
$54.1K - $54.2K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-489- 1.26% |
$54.1K - $54.2K
|
38.3K
$4.21M
|
|
|
Oct 13, 2020
Q3 2020
|
Minot Wealth Management LLC
|
SELL
|
- |
-514- 11.65% |
$56.9K - $56.9K
|
3.9K
$429K
|
|
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-541Closed |
$59.9K - $59.9K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Cadinha & CO LLC
|
SELL
|
- |
-553- 1.84% |
$61.2K - $61.2K
|
29.5K
$3.24M
|
|
|
Oct 20, 2020
Q3 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-562- 2.27% |
$62.2K - $62.2K
|
24.2K
$2.66M
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-595- 15.53% |
$65.9K - $65.9K
|
3.24K
$356K
|
|
|
Nov 13, 2020
Q3 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-600- 8.68% |
$66.4K - $66.4K
|
6.31K
$694K
|
|
|
Oct 08, 2020
Q3 2020
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 5.8% |
$66.4K - $66.4K
|
9.75K
$1.07M
|
|
|
Nov 12, 2020
Q3 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-620- 0.53% |
$68.6K - $68.7K
|
115K
$12.7M
|
|
|
Nov 13, 2020
Q3 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-620- 2.55% |
$68.6K - $68.7K
|
23.7K
$2.61M
|
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-620- 10.69% |
$68.6K - $68.7K
|
5.18K
$570K
|
|
|
Nov 12, 2020
Q3 2020
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-670- 25.08% |
$74.2K - $74.2K
|
2K
$220K
|
|
|
Oct 30, 2020
Q3 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-725- 53.47% |
$80.3K - $80.3K
|
631
$69.4K
|
|
|
Nov 12, 2020
Q3 2020
|
Delta Investment Management, LLC
|
SELL
|
- |
-734- 2.47% |
$81.3K - $81.3K
|
29K
$3.19M
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-751Closed |
$83.1K - $83.2K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-796- 2.68% |
$88.1K - $88.1K
|
28.9K
$3.18M
|
|
|
Nov 12, 2020
Q3 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-812- 0.72% |
$89.9K - $89.9K
|
112K
$12.4M
|
|
|
May 15, 2024
Q3 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-819- 29.01% |
$90.7K - $90.7K
|
2K
$220K
|
|
|
Nov 16, 2020
Q3 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-832- 41.73% |
$92.1K - $92.1K
|
1.16K
$128K
|
|
|
Oct 22, 2020
Q3 2020
|
Apella Capital, LLC
|
SELL
|
- |
-859- 3.66% |
$95.1K - $95.1K
|
22.6K
$2.49M
|
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
SELL
|
- |
-900- 23.87% |
$99.6K - $99.7K
|
2.87K
$316K
|
|
|
Oct 21, 2020
Q3 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-902- 7.38% |
$99.9K - $99.9K
|
11.3K
$1.24M
|
|
|
Nov 13, 2020
Q3 2020
|
Pecaut & Co.
|
SELL
|
- |
-995Closed |
$110K - $110K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1KClosed |
$111K - $111K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-1.05K- 14.07% |
$116K - $116K
|
6.4K
$704K
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$118K - $118K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.07K- 24.9% |
$118K - $118K
|
3.23K
$355K
|
|
|
Nov 09, 2020
Q3 2020
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.1K- 10.47% |
$122K - $122K
|
9.41K
$1.03M
|
|
|
Nov 13, 2020
Q3 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.18K- 23.27% |
$131K - $131K
|
3.89K
$428K
|
|
|
Oct 15, 2020
Q3 2020
|
Davenport & CO LLC
|
SELL
|
- |
-1.25K- 9.42% |
$138K - $138K
|
12K
$1.32M
|
|
|
Oct 28, 2020
Q3 2020
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.36K- 1.25% |
$150K - $150K
|
107K
$11.7M
|
|
|
Nov 04, 2020
Q3 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.46K- 6.43% |
$161K - $161K
|
21.2K
$2.33M
|
|
|
Nov 02, 2020
Q3 2020
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.49K- 13.31% |
$165K - $165K
|
9.7K
$1.07M
|
|
|
Nov 12, 2020
Q3 2020
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.51K- 27.32% |
$167K - $167K
|
4.02K
$442K
|
|
|
Nov 16, 2020
Q3 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-1.53K- 11.64% |
$169K - $169K
|
11.6K
$1.28M
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.55KClosed |
$171K - $171K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Covington Capital Management
|
SELL
|
- |
-1.6K- 31.59% |
$177K - $177K
|
3.46K
$380K
|
|
|
Nov 02, 2020
Q3 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.73K- 39.36% |
$192K - $192K
|
2.67K
$293K
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.75K- 7.7% |
$194K - $194K
|
21K
$2.31M
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.8K- 34.42% |
$199K - $199K
|
3.43K
$377K
|
|
|
Nov 04, 2020
Q3 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.82KClosed |
$201K - $201K
|
0
$0
|
|
|
Nov 27, 2020
Q3 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.9KClosed |
$210K - $210K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.96K- 18.61% |
$217K - $217K
|
8.58K
$943K
|
|
|
Nov 02, 2020
Q3 2020
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.97KClosed |
$218K - $218K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.99KClosed |
$220K - $220K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.01K- 8.5% |
$223K - $223K
|
21.7K
$2.38M
|