Purchases and Sales Made in Q4 2020 in Ishares Tr (SHV)

SHV Quotes by TradingView

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 12, 2021 Q4 2020
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.68K
New
$296K - $297K
2.68K $296K
Jan 04, 2021 Q4 2020
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
2.64K
New
$292K - $293K
2.64K $292K
Feb 10, 2021 Q4 2020
Stephens Inc

BUY
 -
2.64K
New
$292K - $292K
2.64K $291K
Feb 09, 2021 Q4 2020
Patriot Investment Management Inc.

BUY
 -
2.62K
New
$290K - $290K
2.62K $290K
Jan 19, 2021 Q4 2020
Ritholtz Wealth Management

BUY
 -
2.58K
+ 8.54%
$285K - $286K
32.8K $3.62M
Feb 16, 2021 Q4 2020
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
2.57K
+ 525.1%
$284K - $285K
3.06K $338K
Jan 25, 2021 Q4 2020
Kwmg, LLC

BUY
 -
2.51K
+ 4.3%
$278K - $278K
60.9K $6.73M
Jan 08, 2024 Q4 2020
Snowden Capital Advisors LLC

New York, NY
BUY
 -
2.51K
+ 11.87%
$277K - $278K
23.7K $2.61M
Feb 03, 2021 Q4 2020
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
2.46K
New
$272K - $272K
2.46K $271K
Jan 12, 2021 Q4 2020
First Hawaiian Bank

BUY
 -
2.26K
New
$250K - $250K
2.26K $249K
Feb 10, 2021 Q4 2020
Neuberger Berman Group LLC

New York, NY
BUY
 -
2.25K
New
$249K - $249K
2.25K $249K
Feb 17, 2021 Q4 2020
West Hill Financial Advisors, Inc.

BUY
 -
2.25K
New
$249K - $249K
2.25K $249K
Jan 13, 2021 Q4 2020
Raymond James Trust N.A.

BUY
 -
2.18K
New
$241K - $241K
2.18K $240K
Feb 03, 2021 Q4 2020
Dynamic Advisor Solutions LLC

BUY
 -
2.17K
+ 18.16%
$240K - $240K
14.1K $1.56M
Mar 11, 2024 Q4 2020
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
2.16K
New
$239K - $239K
2.16K $239K
Feb 11, 2021 Q4 2020
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.11K
+ 6.76%
$233K - $233K
33.3K $3.67M
Feb 10, 2021 Q4 2020
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
2.05K
New
$227K - $227K
2.05K $226K
Feb 10, 2021 Q4 2020
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.98K
New
$219K - $219K
1.98K $219K
Feb 10, 2021 Q4 2020
Oakwell Private Wealth Management, LLC

BUY
 -
1.98K
New
$218K - $219K
1.98K $218K
Jan 29, 2021 Q4 2020
Stratos Wealth Partners, Ltd.

BUY
 -
1.97K
New
$218K - $218K
1.97K $218K
Jan 28, 2021 Q4 2020
Courage Miller Partners, LLC

BUY
 -
1.97K
+ 37.5%
$217K - $218K
7.22K $797K
Feb 11, 2021 Q4 2020
Synovus Financial Corp

Columbus, GA
BUY
 -
1.82K
New
$201K - $201K
1.82K $201K
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.8K
+ 42.95%
$199K - $199K
5.99K $662K
Feb 11, 2021 Q4 2020
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
1.78K
+ 15.75%
$197K - $197K
13.1K $1.45M
Feb 03, 2021 Q4 2020
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
1.72K
New
$190K - $190K
1.72K $190K
Feb 18, 2021 Q4 2020
Safeguard Investment Advisory Group, LLC

BUY
 -
1.42K
New
$156K - $157K
1.42K $156K
Mar 02, 2021 Q4 2020
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
1.33K
+ 5.21%
$147K - $148K
26.9K $2.97M
Feb 16, 2021 Q4 2020
Wedbush Securities Inc

BUY
 -
1.28K
+ 5.39%
$141K - $141K
25K $2.76M
Feb 04, 2021 Q4 2020
Fure Financial Corp

Bloomington, MN
BUY
 -
1.24K
+ 2139.66%
$137K - $137K
1.3K $143K
Feb 08, 2021 Q4 2020
Stockman Wealth Management, Inc.

BUY
 -
1.2K
+ 30.0%
$133K - $133K
5.2K $574K
Feb 12, 2021 Q4 2020
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.16K
+ 14.65%
$129K - $129K
9.1K $1.01M
Feb 09, 2021 Q4 2020
Omni Star Financial Group, Inc.

BUY
 -
1.15K
+ 5.45%
$127K - $127K
22.2K $2.45M
Feb 05, 2021 Q4 2020
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
1K
+ 72.61%
$111K - $111K
2.38K $263K
Jan 27, 2021 Q4 2020
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
974
+ 4.97%
$108K - $108K
20.6K $2.27M
Feb 12, 2021 Q4 2020
Advisory Research Inc

Chicago, IL
BUY
 -
930
+ 7.87%
$103K - $103K
12.7K $1.41M
Feb 02, 2021 Q4 2020
Mastrapasqua Asset Management Inc

BUY
 -
900
+ 3.07%
$99.5K - $99.6K
30.2K $3.33M
Feb 12, 2021 Q4 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
810
+ 8.35%
$89.5K - $89.7K
10.5K $1.16M
Jan 25, 2021 Q4 2020
Capital Investment Advisory Services, LLC

BUY
 -
792
+ 9.23%
$87.5K - $87.7K
9.37K $1.03M
Feb 05, 2021 Q4 2020
Phoenix Wealth Advisors

BUY
 -
692
New
$76.5K - $76.6K
692 $76.4K
Feb 02, 2021 Q4 2020
Cairn Investment Group, Inc.

BUY
 -
580
+ 3.19%
$64.1K - $64.2K
18.8K $2.07M
Jan 14, 2021 Q4 2020
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
576
+ 5.31%
$63.7K - $63.8K
11.4K $1.26M
Feb 16, 2021 Q4 2020
Oxler Private Wealth LLC

New York, NY
BUY
 -
571
New
$63.1K - $63.2K
571 $63K
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
482
+ 241.0%
$53.3K - $53.4K
682 $75.3K
Feb 09, 2021 Q4 2020
Keybank National Association

BUY
 -
472
+ 2.89%
$52.2K - $52.3K
16.8K $1.86M
May 17, 2021 Q4 2020
Tectonic Advisors LLC

Plano, TX
BUY
 -
410
New
$45.3K - $45.4K
410 $45.3K
Jan 11, 2021 Q4 2020
Chesley Taft & Associates LLC

BUY
 -
400
+ 4.1%
$44.2K - $44.3K
10.2K $1.12M
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
381
+ 11.77%
$42.1K - $42.2K
3.62K $399K
Feb 12, 2021 Q4 2020
Vantage Consulting Group Inc

Virginia Beach, VA
BUY
 -
359
New
$39.7K - $39.7K
359 $39.6K
Nov 15, 2022 Q4 2020
Values First Advisors, Inc.

BUY
 -
346
+ 2.1%
$38.2K - $38.3K
16.8K $1.86M

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