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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
937+ 0.78% |
$104K - $104K
|
122K
$13.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
882New |
$97.4K - $97.5K
|
882
$97.2K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
882+ 39.06% |
$97.4K - $97.5K
|
3.14K
$346K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
875+ 8.77% |
$96.7K - $96.7K
|
10.9K
$1.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
799+ 15.4% |
$88.3K - $88.3K
|
5.99K
$660K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
743+ 14.14% |
$82.1K - $82.1K
|
6K
$661K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
666+ 0.32% |
$73.6K - $73.6K
|
207K
$22.8M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
642+ 3.27% |
$70.9K - $70.9K
|
20.3K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
583+ 2.76% |
$64.4K - $64.4K
|
21.7K
$2.39M
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
576+ 3.05% |
$63.6K - $63.6K
|
19.5K
$2.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
543+ 3.35% |
$60K - $60K
|
16.7K
$1.85M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
533+ 323.03% |
$58.9K - $58.9K
|
698
$77K
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
505+ 6.82% |
$55.8K - $55.8K
|
7.91K
$872K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
465+ 0.51% |
$51.4K - $51.4K
|
91.8K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
390+ 3.06% |
$43.1K - $43.1K
|
13.1K
$1.45M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
382+ 2.34% |
$42.2K - $42.2K
|
16.7K
$1.85M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
354+ 9.36% |
$39.1K - $39.1K
|
4.14K
$456K
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
BUY
|
- |
350+ 8.73% |
$38.7K - $38.7K
|
4.36K
$481K
|
|
|
Oct 13, 2021
Q3 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
319+ 13.86% |
$35.2K - $35.2K
|
2.62K
$289K
|
|
|
Oct 26, 2021
Q3 2021
|
Patton Fund Management, Inc.
|
BUY
|
- |
303+ 2.57% |
$33.5K - $33.5K
|
12.1K
$1.33M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
262+ 2.66% |
$28.9K - $28.9K
|
10.1K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
260New |
$28.7K - $28.7K
|
260
$28.7K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
250+ 13.28% |
$27.6K - $27.6K
|
2.13K
$235K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
250+ 13.28% |
$27.6K - $27.6K
|
2.13K
$235K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
237+ 8.8% |
$26.2K - $26.2K
|
2.93K
$323K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
226+ 29.62% |
$25K - $25K
|
989
$109K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
206+ 1.27% |
$22.8K - $22.8K
|
16.5K
$1.81M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
194+ 1.01% |
$21.4K - $21.4K
|
19.4K
$2.14M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
166+ 27.81% |
$18.3K - $18.3K
|
763
$84.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
165+ 7.21% |
$18.2K - $18.2K
|
2.45K
$270K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
162New |
$17.9K - $17.9K
|
162
$17.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
120+ 4.4% |
$13.3K - $13.3K
|
2.85K
$314K
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
96+ 2.64% |
$10.6K - $10.6K
|
3.73K
$411K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
87+ 1.95% |
$9.61K - $9.61K
|
4.54K
$501K
|
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
83+ 3.79% |
$9.17K - $9.17K
|
2.28K
$251K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
75New |
$8.28K - $8.29K
|
75
$8.27K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
74+ 1.81% |
$8.17K - $8.18K
|
4.15K
$458K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34New |
$3.76K - $3.76K
|
34
$3.75K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
32+ 0.75% |
$3.53K - $3.54K
|
4.3K
$474K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
31+ 5.48% |
$3.42K - $3.43K
|
597
$65.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
14+ 0.08% |
$1.55K - $1.55K
|
16.6K
$1.83M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 5.94% |
$1.33K - $1.33K
|
214
$23.6K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10New |
$1.1K - $1.1K
|
10
$1.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
7New |
$773 - $773
|
7
$772
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 0.27% |
$331 - $331
|
1.1K
$121K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
1New |
$110 - $110
|
1
$110
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$110 - $110
|
2.55K
$281K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3- 0.12% |
$331 - $331
|
2.5K
$276K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4- 0.85% |
$442 - $442
|
467
$51.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7- 7.78% |
$773 - $773
|
83
$9.15K
|