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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
322+ 51.03% |
$35.6K - $35.6K
|
953
$105K
|
|
|
Feb 05, 2021
Q4 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
317+ 2.01% |
$35K - $35.1K
|
16.1K
$1.78M
|
|
|
Jan 13, 2021
Q4 2020
|
Pacifica Partners Inc.
|
BUY
|
- |
300+ 3.14% |
$33.2K - $33.2K
|
9.86K
$1.09M
|
|
|
Feb 05, 2021
Q4 2020
|
Hudock, Inc.
|
BUY
|
- |
291+ 14.71% |
$32.2K - $32.2K
|
2.27K
$251K
|
|
|
Feb 05, 2021
Q4 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
291+ 85.59% |
$32.2K - $32.2K
|
631
$69.7K
|
|
|
Feb 08, 2021
Q4 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
262+ 4.15% |
$29K - $29K
|
6.57K
$726K
|
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
227New |
$25.1K - $25.1K
|
227
$25.1K
|
|
|
Jul 09, 2024
Q4 2020
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
205+ 5.92% |
$22.7K - $22.7K
|
3.67K
$405K
|
|
|
Feb 23, 2021
Q4 2020
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
200+ 7.43% |
$22.1K - $22.1K
|
2.89K
$319K
|
|
|
Feb 09, 2021
Q4 2020
|
Washington Trust CO
|
BUY
|
- |
190+ 12.42% |
$21K - $21K
|
1.72K
$190K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
183New |
$20.2K - $20.3K
|
183
$20.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
166+ 0.05% |
$18.3K - $18.4K
|
316K
$34.9M
|
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
154+ 1.79% |
$17K - $17K
|
8.73K
$964K
|
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
138+ 5.67% |
$15.3K - $15.3K
|
2.57K
$284K
|
|
|
Feb 16, 2021
Q4 2020
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
136New |
$15K - $15.1K
|
136
$15K
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
132New |
$14.6K - $14.6K
|
132
$14.6K
|
|
|
Feb 12, 2021
Q4 2020
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
129+ 2.65% |
$14.3K - $14.3K
|
4.99K
$551K
|
|
|
Feb 12, 2021
Q4 2020
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
105+ 1.79% |
$11.6K - $11.6K
|
5.99K
$661K
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
72+ 16.4% |
$7.96K - $7.97K
|
511
$56.4K
|
|
|
Feb 04, 2021
Q4 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
68New |
$7.51K - $7.53K
|
68
$7.51K
|
|
|
Mar 19, 2021
Q4 2020
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
64New |
$7.07K - $7.08K
|
64
$7.07K
|
|
|
Jan 21, 2021
Q4 2020
|
Investors Research Corp
|
BUY
|
- |
63+ 18.81% |
$6.96K - $6.97K
|
398
$43.9K
|
|
|
Feb 23, 2021
Q4 2020
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
43New |
$4.75K - $4.76K
|
43
$4.75K
|
|
|
Jan 22, 2021
Q4 2020
|
Cadinha & CO LLC
|
BUY
|
- |
39+ 0.13% |
$4.31K - $4.32K
|
29.5K
$3.26M
|
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
39+ 95.12% |
$4.31K - $4.32K
|
80
$8.83K
|
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
BUY
|
- |
32+ 1.53% |
$3.54K - $3.54K
|
2.12K
$234K
|
|
|
Feb 12, 2021
Q4 2020
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
27New |
$2.98K - $2.99K
|
27
$2.98K
|
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27New |
$2.98K - $2.99K
|
27
$2.98K
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
27New |
$2.98K - $2.99K
|
27
$2.98K
|
|
|
Jan 27, 2021
Q4 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
19New |
$2.1K - $2.1K
|
19
$2.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
17+ 0.17% |
$1.88K - $1.88K
|
10.3K
$1.13M
|
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 0.17% |
$1.88K - $1.88K
|
10.2K
$1.13M
|
|
|
Feb 02, 2021
Q4 2020
|
Sfmg, LLC
|
BUY
|
- |
13+ 0.06% |
$1.44K - $1.44K
|
21.8K
$2.4M
|
|
|
Jan 29, 2021
Q4 2020
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9+ 0.31% |
$995 - $996
|
2.96K
$326K
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7+ 0.16% |
$774 - $775
|
4.27K
$472K
|
|
|
Feb 04, 2021
Q4 2020
|
Delta Investment Management, LLC
|
BUY
|
- |
7+ 0.02% |
$774 - $775
|
29K
$3.2M
|
|
|
Feb 11, 2021
Q4 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6+ 0.15% |
$663 - $664
|
3.91K
$431K
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.15% |
$442 - $443
|
2.71K
$299K
|
|
|
Feb 10, 2021
Q4 2020
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4+ 0.17% |
$442 - $443
|
2.39K
$264K
|
|
|
Jan 21, 2021
Q4 2020
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.07% |
$332 - $332
|
4.18K
$461K
|
|
|
Feb 24, 2021
Q4 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3+ 0.0% |
$332 - $332
|
957K
$106M
|
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.13% |
$332 - $332
|
2.32K
$257K
|
|
|
Feb 11, 2021
Q4 2020
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.06% |
$221 - $221
|
3.13K
$345K
|
|
|
Jan 29, 2021
Q4 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$221 - $221
|
2.7K
$298K
|
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.17% |
$221 - $221
|
1.15K
$127K
|
|
|
Feb 16, 2021
Q4 2020
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4- 0.06% |
$442 - $443
|
6.44K
$711K
|
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9- 7.09% |
$995 - $996
|
118
$13K
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13- 7.3% |
$1.44K - $1.44K
|
165
$18.2K
|
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-24- 0.12% |
$2.65K - $2.66K
|
19.5K
$2.16M
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-27Closed |
$2.98K - $2.99K
|
0
$0
|