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 10, 2020
Q3 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-26.5K- 90.51% |
$2.93M - $2.93M
|
2.78K
$306K
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27.9K- 51.54% |
$3.09M - $3.09M
|
26.2K
$2.89M
|
|
|
Oct 14, 2020
Q3 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-28KClosed |
$3.1M - $3.1M
|
0
$0
|
|
|
Apr 19, 2024
Q3 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-28.3KClosed |
$3.13M - $3.13M
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-28.4K- 26.61% |
$3.14M - $3.15M
|
78.3K
$8.64M
|
|
|
Oct 27, 2020
Q3 2020
|
One Day In July LLC
|
SELL
|
- |
-29K- 19.06% |
$3.21M - $3.21M
|
123K
$13.6M
|
|
|
Nov 16, 2020
Q3 2020
|
Gen Trust, LLC
|
SELL
|
- |
-29K- 32.53% |
$3.21M - $3.21M
|
60.1K
$6.63M
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-30.4K- 81.85% |
$3.36M - $3.37M
|
6.74K
$743K
|
|
|
Aug 30, 2024
Q3 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-32.1K- 14.64% |
$3.55M - $3.55M
|
187K
$20.6M
|
|
|
Oct 22, 2020
Q3 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-33.4KClosed |
$3.7M - $3.7M
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-34.7K- 49.0% |
$3.84M - $3.85M
|
36.1K
$3.98M
|
|
|
Nov 05, 2020
Q3 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-35.8K- 67.39% |
$3.96M - $3.97M
|
17.3K
$1.91M
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-35.9K- 25.52% |
$3.97M - $3.97M
|
105K
$11.5M
|
|
|
Oct 13, 2020
Q3 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-36.8KClosed |
$4.07M - $4.07M
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-37.6K- 89.64% |
$4.17M - $4.17M
|
4.35K
$479K
|
|
|
Oct 16, 2020
Q3 2020
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-42.2K- 23.87% |
$4.67M - $4.67M
|
135K
$14.8M
|
|
|
Nov 16, 2020
Q3 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-43.2K- 94.57% |
$4.79M - $4.79M
|
2.48K
$273K
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-43.3K- 33.56% |
$4.79M - $4.8M
|
85.7K
$9.45M
|
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-44K- 19.73% |
$4.87M - $4.87M
|
179K
$19.7M
|
|
|
Oct 06, 2020
Q3 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-45.7K- 70.83% |
$5.06M - $5.06M
|
18.8K
$2.07M
|
|
|
May 14, 2021
Q3 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-48.2KClosed |
$5.34M - $5.34M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-51.8K- 12.91% |
$5.73M - $5.74M
|
349K
$38.5M
|
|
|
Nov 13, 2020
Q3 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55KClosed |
$6.09M - $6.09M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-57.4KClosed |
$6.35M - $6.36M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-68.5KClosed |
$7.58M - $7.58M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-71.6K- 13.77% |
$7.93M - $7.93M
|
448K
$49.4M
|
|
|
Nov 09, 2020
Q3 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-75.9K- 90.54% |
$8.41M - $8.41M
|
7.94K
$875K
|
|
|
Oct 30, 2020
Q3 2020
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-79.3KClosed |
$8.78M - $8.78M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79.8K- 13.04% |
$8.83M - $8.83M
|
532K
$58.6M
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-83K- 10.59% |
$9.19M - $9.19M
|
701K
$77.2M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-84.4K- 24.71% |
$9.34M - $9.34M
|
257K
$28.3M
|
|
|
Nov 03, 2020
Q3 2020
|
Strategy Asset Managers LLC
|
SELL
|
- |
-90.1K- 73.24% |
$9.98M - $9.98M
|
32.9K
$3.63M
|
|
|
Oct 23, 2020
Q3 2020
|
Sol Capital Management CO
|
SELL
|
- |
-99.3K- 71.37% |
$11M - $11M
|
39.9K
$4.39M
|
|
|
Nov 16, 2020
Q3 2020
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-106K- 94.25% |
$11.7M - $11.7M
|
6.45K
$711K
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-111K- 52.77% |
$12.3M - $12.3M
|
99.2K
$10.9M
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-113K- 72.9% |
$12.5M - $12.5M
|
41.9K
$4.61M
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-113K- 97.63% |
$12.6M - $12.6M
|
2.75K
$303K
|
|
|
Oct 23, 2020
Q3 2020
|
Hudock, Inc.
|
SELL
|
- |
-123K- 98.41% |
$13.6M - $13.6M
|
1.98K
$218K
|
|
|
Oct 16, 2020
Q3 2020
|
Hudson Capital Management LLC
|
SELL
|
- |
-129KClosed |
$14.3M - $14.3M
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-129K- 92.59% |
$14.3M - $14.3M
|
10.3K
$1.14M
|
|
|
Oct 13, 2020
Q3 2020
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-142K- 82.93% |
$15.7M - $15.7M
|
29.3K
$3.23M
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-165K- 45.85% |
$18.3M - $18.3M
|
195K
$21.5M
|
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-176KClosed |
$19.5M - $19.5M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-180KClosed |
$19.9M - $19.9M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-187K- 86.11% |
$20.7M - $20.8M
|
30.2K
$3.33M
|
|
|
Oct 23, 2020
Q3 2020
|
Executive Wealth Management, LLC
|
SELL
|
- |
-210K- 83.26% |
$23.3M - $23.3M
|
42.2K
$4.66M
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-222K- 7.96% |
$24.5M - $24.6M
|
2.57M
$283M
|
|
|
Nov 13, 2020
Q3 2020
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-272KClosed |
$30.1M - $30.1M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-289K- 85.49% |
$32M - $32.1M
|
49.1K
$5.41M
|
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-364K- 60.54% |
$40.3M - $40.3M
|
237K
$26.1M
|