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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q3 2021
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-8- 0.34% |
$884 - $884
|
2.35K
$258K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-8- 2.22% |
$884 - $884
|
353
$38.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-19Closed |
$2.1K - $2.1K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20- 0.55% |
$2.21K - $2.21K
|
3.62K
$398K
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-26- 6.33% |
$2.87K - $2.87K
|
385
$42.4K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-27- 0.18% |
$2.98K - $2.98K
|
15.3K
$1.69M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-27- 77.14% |
$2.98K - $2.98K
|
8
$881
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-36- 1.27% |
$3.98K - $3.98K
|
2.79K
$307K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-42- 0.51% |
$4.64K - $4.64K
|
8.18K
$901K
|
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-43- 0.05% |
$4.75K - $4.75K
|
82.9K
$9.13M
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-44- 0.08% |
$4.86K - $4.86K
|
58.4K
$6.43M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-49- 1.16% |
$5.41K - $5.41K
|
4.18K
$460K
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-50- 1.03% |
$5.52K - $5.52K
|
4.8K
$528K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-55- 18.15% |
$6.08K - $6.08K
|
248
$27.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-56- 0.21% |
$6.19K - $6.19K
|
26.9K
$2.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-63- 21.5% |
$6.96K - $6.96K
|
230
$25.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-67- 0.27% |
$7.4K - $7.4K
|
25K
$2.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-69Closed |
$7.62K - $7.62K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-75- 0.93% |
$8.28K - $8.29K
|
7.96K
$876K
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-75- 1.82% |
$8.28K - $8.29K
|
4.04K
$445K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-81- 8.99% |
$8.95K - $8.95K
|
820
$90.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Sanders Morris Harris LLC
|
SELL
|
- |
-91- 2.01% |
$10.1K - $10.1K
|
4.43K
$488K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-101- 1.64% |
$11.2K - $11.2K
|
6.07K
$668K
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-131- 1.66% |
$14.5K - $14.5K
|
7.77K
$855K
|
|
|
Nov 03, 2021
Q3 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-134- 2.84% |
$14.8K - $14.8K
|
4.58K
$505K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-135- 52.73% |
$14.9K - $14.9K
|
121
$13.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-147- 2.59% |
$16.2K - $16.2K
|
5.53K
$609K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-147- 67.43% |
$16.2K - $16.2K
|
71
$7.82K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-152- 46.48% |
$16.8K - $16.8K
|
175
$19.3K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-154- 1.42% |
$17K - $17K
|
10.7K
$1.18M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-180- 8.81% |
$19.9K - $19.9K
|
1.86K
$205K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-198- 2.01% |
$21.9K - $21.9K
|
9.64K
$1.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-206- 6.09% |
$22.8K - $22.8K
|
3.18K
$350K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-212- 7.08% |
$23.4K - $23.4K
|
2.78K
$306K
|
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-251- 2.94% |
$27.7K - $27.7K
|
8.29K
$913K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-276- 18.52% |
$30.5K - $30.5K
|
1.21K
$134K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-288- 13.03% |
$31.8K - $31.8K
|
1.92K
$212K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-309- 7.64% |
$34.1K - $34.1K
|
3.74K
$411K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-312- 3.76% |
$34.5K - $34.5K
|
7.98K
$879K
|
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-361- 14.72% |
$39.9K - $39.9K
|
2.09K
$230K
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-362- 10.09% |
$40K - $40K
|
3.23K
$355K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-373Closed |
$41.2K - $41.2K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-390- 16.59% |
$43.1K - $43.1K
|
1.96K
$216K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-420- 18.07% |
$46.4K - $46.4K
|
1.9K
$210K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-430- 11.2% |
$47.5K - $47.5K
|
3.41K
$375K
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-443- 2.18% |
$48.9K - $48.9K
|
19.9K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-465- 7.03% |
$51.4K - $51.4K
|
6.15K
$677K
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-505- 16.99% |
$55.8K - $55.8K
|
2.47K
$272K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-505- 4.03% |
$55.8K - $55.8K
|
12K
$1.33M
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-516- 19.55% |
$57K - $57K
|
2.12K
$234K
|