Purchases and Sales Made in Q4 2020 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2021
Q4 2020
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.3K+ 13.33% |
$1.14M - $1.14M
|
87.6K
$9.66M
|
|
|
Feb 16, 2021
Q4 2020
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10K+ 4.34% |
$1.11M - $1.11M
|
241K
$26.5M
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
BUY
|
- |
10KNew |
$1.11M - $1.11M
|
10K
$1.1M
|
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.8K+ 5.48% |
$1.08M - $1.08M
|
189K
$20.8M
|
|
|
Jun 15, 2021
Q4 2020
|
Heartland Bank & Trust CO
|
BUY
|
- |
9.74KNew |
$1.08M - $1.08M
|
9.74K
$1.07M
|
|
|
Jan 26, 2021
Q4 2020
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.32KNew |
$1.03M - $1.03M
|
9.32K
$1.03M
|
|
|
Mar 04, 2021
Q4 2020
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
9.04K+ 438.38% |
$998K - $1M
|
11.1K
$1.22M
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.93K+ 72.93% |
$986K - $988K
|
21.2K
$2.33M
|
|
|
Jan 15, 2021
Q4 2020
|
Gofen & Glossberg LLC
|
BUY
|
- |
8.83KNew |
$976K - $977K
|
8.83K
$973K
|
|
|
Feb 09, 2021
Q4 2020
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8.29K+ 9.69% |
$916K - $917K
|
93.8K
$10.3M
|
|
|
Jan 27, 2021
Q4 2020
|
Mjp Associates Inc
|
BUY
|
- |
7.91KNew |
$874K - $876K
|
7.91K
$872K
|
|
|
Jan 29, 2021
Q4 2020
|
Patton Fund Management, Inc.
|
BUY
|
- |
7.55K+ 64.19% |
$834K - $836K
|
19.3K
$2.13M
|
|
|
Jan 26, 2021
Q4 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
7.46K+ 84.64% |
$824K - $826K
|
16.3K
$1.79M
|
|
|
Feb 03, 2021
Q4 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.46K+ 94.15% |
$824K - $826K
|
15.4K
$1.7M
|
|
|
Feb 12, 2021
Q4 2020
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
7.12KNew |
$786K - $788K
|
7.12K
$784K
|
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.91K+ 11.15% |
$763K - $765K
|
68.8K
$7.59M
|
|
|
Feb 02, 2021
Q4 2020
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.57K+ 3.33% |
$726K - $727K
|
204K
$22.4M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.39KNew |
$706K - $707K
|
6.39K
$704K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.96KNew |
$658K - $659K
|
5.96K
$657K
|
|
|
Mar 08, 2021
Q4 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.81K+ 9.94% |
$642K - $643K
|
64.2K
$7.08M
|
|
|
Feb 08, 2021
Q4 2020
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
5.44KNew |
$601K - $602K
|
5.44K
$599K
|
|
|
Feb 26, 2021
Q4 2020
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
5.39KNew |
$596K - $597K
|
5.39K
$595K
|
|
|
Feb 08, 2021
Q4 2020
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.37K+ 30.5% |
$594K - $595K
|
23K
$2.53M
|
|
|
Jan 19, 2021
Q4 2020
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.1KNew |
$563K - $564K
|
5.1K
$562K
|
|
|
Feb 16, 2021
Q4 2020
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.08K+ 248.75% |
$561K - $562K
|
7.12K
$785K
|
|
|
Mar 11, 2021
Q4 2020
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.79KNew |
$529K - $530K
|
4.79K
$528K
|
|
|
Feb 01, 2021
Q4 2020
|
Hemington Wealth Management
|
BUY
|
- |
4.74KNew |
$523K - $524K
|
4.74K
$522K
|
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.51K+ 25.99% |
$498K - $499K
|
21.8K
$2.41M
|
|
|
Feb 12, 2021
Q4 2020
|
Means Investment Co., Inc.
|
BUY
|
- |
4.45KNew |
$492K - $493K
|
4.45K
$491K
|
|
|
Feb 09, 2021
Q4 2020
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.3KNew |
$475K - $476K
|
4.3K
$474K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.26KNew |
$471K - $472K
|
4.26K
$470K
|
|
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.03KNew |
$445K - $446K
|
4.03K
$444K
|
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.75K+ 86.29% |
$415K - $415K
|
8.1K
$893K
|
|
|
Feb 03, 2021
Q4 2020
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.64KNew |
$402K - $403K
|
3.64K
$401K
|
|
|
May 10, 2021
Q4 2020
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.64KNew |
$402K - $403K
|
3.64K
$401K
|
|
|
Jan 13, 2021
Q4 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.51KNew |
$388K - $389K
|
3.51K
$387K
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
BUY
|
- |
3.48KNew |
$384K - $385K
|
3.48K
$383K
|
|
|
Feb 11, 2021
Q4 2020
|
Scotia Capital Inc.
|
BUY
|
- |
3.31K+ 2.87% |
$366K - $366K
|
119K
$13.1M
|
|
|
Feb 09, 2021
Q4 2020
|
Nvwm, LLC
|
BUY
|
- |
3.21K+ 274.19% |
$355K - $355K
|
4.38K
$483K
|
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
3.09K+ 11.24% |
$342K - $342K
|
30.6K
$3.37M
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.97K+ 18.39% |
$329K - $329K
|
19.1K
$2.11M
|
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.94KNew |
$324K - $325K
|
2.94K
$324K
|
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
BUY
|
- |
2.86K+ 23.87% |
$316K - $316K
|
14.8K
$1.64M
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.86KNew |
$316K - $316K
|
2.86K
$315K
|
|
|
Jan 19, 2021
Q4 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.83K+ 7.37% |
$313K - $314K
|
41.2K
$4.55M
|
|
|
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.83K+ 127.53% |
$313K - $313K
|
5.05K
$557K
|
|
|
Feb 05, 2021
Q4 2020
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.82K+ 66.64% |
$312K - $312K
|
7.05K
$777K
|
|
|
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$310K - $311K
|
2.81K
$310K
|
|
|
Feb 08, 2021
Q4 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.77K+ 27.84% |
$306K - $307K
|
12.7K
$1.4M
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.71KNew |
$300K - $300K
|
2.71K
$299K
|