Purchases and Sales Made in Q3 2021 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q3 2021. 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 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.45K+ 71.04% |
$823K - $823K
|
17.9K
$1.98M
|
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5.75K+ 85.88% |
$635K - $636K
|
12.5K
$1.38M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.72K+ 14.61% |
$632K - $632K
|
44.9K
$4.96M
|
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.98K+ 46.07% |
$550K - $550K
|
15.8K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.81K+ 115.5% |
$531K - $531K
|
8.97K
$990K
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
4.72KNew |
$521K - $522K
|
4.72K
$521K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4.53K+ 189.71% |
$501K - $501K
|
6.92K
$765K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.53K+ 101.39% |
$500K - $500K
|
8.99K
$993K
|
|
|
Nov 04, 2021
Q3 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
4.51KNew |
$498K - $498K
|
4.51K
$498K
|
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
BUY
|
- |
4KNew |
$442K - $442K
|
4K
$442K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
3.87K+ 488.51% |
$427K - $427K
|
4.66K
$515K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
3.82KNew |
$422K - $423K
|
3.82K
$422K
|
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
3.77K+ 7.32% |
$416K - $416K
|
55.2K
$6.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.73KNew |
$412K - $412K
|
3.73K
$412K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.68K+ 319.83% |
$406K - $406K
|
4.83K
$533K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.39KNew |
$375K - $375K
|
3.39K
$375K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
3.25KNew |
$359K - $359K
|
3.25K
$359K
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.22KNew |
$356K - $356K
|
3.22K
$356K
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
3.09K+ 88.75% |
$342K - $342K
|
6.58K
$727K
|
|
|
Nov 09, 2021
Q3 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
2.98K+ 24.12% |
$329K - $329K
|
15.3K
$1.69M
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
2.97KNew |
$329K - $329K
|
2.97K
$328K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.77KNew |
$306K - $306K
|
2.77K
$306K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.66K+ 56.19% |
$294K - $294K
|
7.39K
$816K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.59K+ 48.12% |
$286K - $286K
|
7.98K
$881K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.53KNew |
$279K - $279K
|
2.53K
$279K
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
2.47KNew |
$273K - $273K
|
2.47K
$273K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.41K+ 5.2% |
$267K - $267K
|
48.9K
$5.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.41K+ 13.28% |
$266K - $267K
|
20.6K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.37KNew |
$262K - $262K
|
2.37K
$262K
|
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.31K+ 3.27% |
$255K - $255K
|
72.9K
$8.05M
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
2.25KNew |
$249K - $249K
|
2.25K
$249K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.05K+ 13.14% |
$227K - $227K
|
17.7K
$1.95M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
2.05K+ 5.65% |
$226K - $226K
|
38.3K
$4.23M
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.98K+ 48.6% |
$218K - $218K
|
6.04K
$667K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.92K+ 27.15% |
$212K - $212K
|
9K
$994K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.85K+ 92.24% |
$205K - $205K
|
3.86K
$427K
|
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
1.83KNew |
$202K - $203K
|
1.83K
$202K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.83KNew |
$202K - $202K
|
1.83K
$202K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.75K+ 206.74% |
$193K - $193K
|
2.6K
$287K
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 72.41% |
$188K - $188K
|
4.05K
$447K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.58K+ 16.73% |
$174K - $174K
|
11K
$1.22M
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.46K+ 32.9% |
$161K - $161K
|
5.89K
$651K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.38K+ 1.47% |
$152K - $152K
|
95K
$10.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.36K+ 4.52% |
$150K - $150K
|
31.3K
$3.46M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.29K+ 40.59% |
$142K - $142K
|
4.45K
$492K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.15K+ 8.14% |
$127K - $127K
|
15.3K
$1.69M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
1.13K+ 8.41% |
$125K - $125K
|
14.6K
$1.61M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.12KNew |
$124K - $124K
|
1.12K
$124K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.07K+ 47.65% |
$119K - $119K
|
3.33K
$367K
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
972+ 1.26% |
$107K - $107K
|
78.1K
$8.62M
|