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 12, 2020
Q3 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.03KClosed |
$224K - $224K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.03KClosed |
$225K - $225K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.07K- 17.57% |
$229K - $229K
|
9.7K
$1.07M
|
|
Oct 20, 2020
Q3 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.07K- 49.5% |
$230K - $230K
|
2.12K
$233K
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.11KClosed |
$233K - $233K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.36KClosed |
$261K - $261K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.48K- 14.93% |
$274K - $274K
|
14.1K
$1.55M
|
|
Oct 13, 2020
Q3 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.52KClosed |
$279K - $279K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.54KClosed |
$281K - $281K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.59KClosed |
$287K - $287K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.76KClosed |
$305K - $305K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.9K- 7.9% |
$321K - $321K
|
33.8K
$3.72M
|
|
Nov 10, 2020
Q3 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.08KClosed |
$341K - $341K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3.15K- 34.89% |
$349K - $349K
|
5.88K
$647K
|
|
May 17, 2021
Q3 2020
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.24KClosed |
$359K - $359K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-3.29KClosed |
$364K - $364K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.34K- 6.24% |
$370K - $370K
|
50.2K
$5.53M
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.42K- 44.94% |
$379K - $379K
|
4.19K
$461K
|
|
Nov 02, 2020
Q3 2020
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-3.47KClosed |
$384K - $385K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.49KClosed |
$387K - $387K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.5KClosed |
$387K - $387K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Weaver Consulting Group
|
SELL
|
- |
-3.52K- 93.61% |
$389K - $390K
|
240
$26.4K
|
|
Nov 06, 2020
Q3 2020
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.56KClosed |
$394K - $394K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.57K- 44.18% |
$395K - $395K
|
4.51K
$496K
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.74K- 62.28% |
$414K - $415K
|
2.27K
$249K
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.86KClosed |
$428K - $428K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.93KClosed |
$435K - $436K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.03K- 23.71% |
$446K - $446K
|
13K
$1.42M
|
|
Nov 05, 2020
Q3 2020
|
Copperwynd Financial, LLC
|
SELL
|
- |
-4.19K- 25.38% |
$464K - $464K
|
12.3K
$1.35M
|
|
Nov 13, 2020
Q3 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-4.45KClosed |
$492K - $493K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-4.5KClosed |
$498K - $498K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.51KClosed |
$499K - $499K
|
0
$0
|
|
Mar 11, 2024
Q3 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.56KClosed |
$504K - $505K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.62K- 1.04% |
$511K - $511K
|
438K
$48.1M
|
|
Nov 06, 2020
Q3 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.68KClosed |
$519K - $519K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.86K- 8.72% |
$538K - $538K
|
50.8K
$5.59M
|
|
Nov 13, 2020
Q3 2020
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-4.91K- 4.34% |
$544K - $544K
|
108K
$11.9M
|
|
Nov 16, 2020
Q3 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.24KClosed |
$580K - $580K
|
0
$0
|
|
Feb 11, 2021
Q3 2020
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-5.39KClosed |
$596K - $596K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.06K- 2.56% |
$670K - $671K
|
231K
$25.4M
|
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.27K- 66.9% |
$695K - $695K
|
3.1K
$341K
|
|
Nov 02, 2020
Q3 2020
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-6.41K- 26.04% |
$710K - $710K
|
18.2K
$2M
|
|
Oct 20, 2020
Q3 2020
|
Hms Capital Management, LLC
|
SELL
|
- |
-6.54K- 18.51% |
$724K - $724K
|
28.8K
$3.17M
|
|
Nov 12, 2020
Q3 2020
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-6.77K- 21.27% |
$750K - $750K
|
25.1K
$2.76M
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.82K- 60.16% |
$755K - $755K
|
4.52K
$497K
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.07K- 62.35% |
$782K - $783K
|
4.27K
$469K
|
|
Nov 16, 2020
Q3 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.07K- 11.04% |
$782K - $783K
|
57K
$6.26M
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.17K- 99.43% |
$793K - $794K
|
41
$4.51K
|
|
Nov 04, 2020
Q3 2020
|
Bfsg, LLC
|
SELL
|
- |
-7.34K- 30.88% |
$813K - $813K
|
16.4K
$1.81M
|
|
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
SELL
|
- |
-7.42K- 21.48% |
$821K - $821K
|
27.1K
$2.98M
|