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 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-521- 6.37% |
$57.5K - $57.6K
|
7.66K
$843K
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-552- 12.89% |
$61K - $61K
|
3.73K
$411K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-558- 5.32% |
$61.6K - $61.7K
|
9.94K
$1.09M
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-610- 85.92% |
$67.4K - $67.4K
|
100
$11K
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-619- 3.87% |
$68.4K - $68.4K
|
15.4K
$1.69M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-642- 6.13% |
$70.9K - $70.9K
|
9.83K
$1.08M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-648- 8.92% |
$71.6K - $71.6K
|
6.62K
$729K
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-678- 2.18% |
$74.9K - $74.9K
|
30.4K
$3.35M
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-678- 2.18% |
$74.9K - $74.9K
|
30.4K
$3.35M
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-700- 13.21% |
$77.3K - $77.3K
|
4.6K
$507K
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-768- 5.41% |
$84.8K - $84.9K
|
13.4K
$1.48M
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
SELL
|
- |
-790- 11.66% |
$87.3K - $87.3K
|
5.99K
$659K
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-838- 29.58% |
$92.6K - $92.6K
|
2K
$220K
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
SELL
|
- |
-845- 8.6% |
$93.3K - $93.4K
|
8.98K
$989K
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-879- 7.34% |
$97.1K - $97.1K
|
11.1K
$1.22M
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-899- 12.92% |
$99.3K - $99.3K
|
6.06K
$667K
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-938- 33.07% |
$104K - $104K
|
1.9K
$209K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-987- 49.97% |
$109K - $109K
|
988
$109K
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1K- 4.78% |
$110K - $110K
|
19.9K
$2.19M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.04K- 11.36% |
$115K - $115K
|
8.09K
$891K
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.06K- 19.91% |
$117K - $117K
|
4.27K
$470K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 27.35% |
$120K - $120K
|
2.88K
$317K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.09K- 10.46% |
$121K - $121K
|
9.35K
$1.03M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 26.47% |
$131K - $131K
|
3.29K
$362K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.23K- 14.13% |
$136K - $136K
|
7.46K
$822K
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 7.1% |
$139K - $139K
|
16.5K
$1.82M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.27K- 27.13% |
$140K - $140K
|
3.41K
$376K
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-1.28K- 18.17% |
$141K - $141K
|
5.76K
$635K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.31K- 25.82% |
$145K - $145K
|
3.76K
$414K
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.31K- 13.46% |
$145K - $145K
|
8.44K
$929K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.38K- 5.68% |
$152K - $152K
|
22.9K
$2.52M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.39K- 14.53% |
$153K - $153K
|
8.16K
$899K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.4K- 99.57% |
$155K - $155K
|
6
$661
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.52K- 12.17% |
$168K - $168K
|
11K
$1.21M
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.54K- 15.94% |
$170K - $170K
|
8.12K
$894K
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.57KClosed |
$173K - $173K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-1.6K- 2.46% |
$177K - $177K
|
63.4K
$6.98M
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.61K- 4.95% |
$177K - $177K
|
30.9K
$3.4M
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.7K- 6.35% |
$188K - $188K
|
25.1K
$2.77M
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-1.72KClosed |
$190K - $190K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.73KClosed |
$191K - $191K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.75K- 16.2% |
$193K - $193K
|
9.06K
$997K
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.83K- 25.58% |
$202K - $202K
|
5.31K
$585K
|
|
Nov 15, 2021
Q3 2021
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-1.84KClosed |
$204K - $204K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.85K- 9.99% |
$205K - $205K
|
16.7K
$1.84M
|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.87KClosed |
$206K - $206K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.96KClosed |
$216K - $216K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-2.03KClosed |
$224K - $225K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.05KClosed |
$226K - $227K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.1KClosed |
$232K - $232K
|
0
$0
|