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 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-40Closed |
$4.42K - $4.43K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.44% |
$4.42K - $4.43K
|
2.74K
$301K
|
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-41Closed |
$4.53K - $4.54K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-50- 0.39% |
$5.53K - $5.54K
|
12.9K
$1.42M
|
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 1.09% |
$5.53K - $5.54K
|
4.55K
$502K
|
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-52- 30.41% |
$5.75K - $5.76K
|
119
$13.1K
|
|
|
Feb 04, 2021
Q4 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-52Closed |
$5.75K - $5.76K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-57- 2.85% |
$6.3K - $6.31K
|
1.94K
$214K
|
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-58- 1.72% |
$6.41K - $6.42K
|
3.31K
$364K
|
|
|
Jan 15, 2021
Q4 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-63- 14.16% |
$6.96K - $6.97K
|
382
$42.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-92- 1.15% |
$10.2K - $10.2K
|
7.91K
$872K
|
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 11.11% |
$11.1K - $11.1K
|
800
$88.2K
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-120- 4.37% |
$13.3K - $13.3K
|
2.63K
$290K
|
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-122Closed |
$13.5K - $13.5K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-130- 1.6% |
$14.4K - $14.4K
|
7.99K
$881K
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-149- 12.82% |
$16.5K - $16.5K
|
1.01K
$112K
|
|
|
Feb 17, 2021
Q4 2020
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-150- 0.73% |
$16.6K - $16.6K
|
20.3K
$2.23M
|
|
|
Feb 16, 2021
Q4 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-160- 2.17% |
$17.7K - $17.7K
|
7.21K
$795K
|
|
|
Jul 17, 2024
Q4 2020
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-166Closed |
$18.3K - $18.4K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-179- 0.73% |
$19.8K - $19.8K
|
24.3K
$2.67M
|
|
|
Feb 02, 2021
Q4 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-180- 6.86% |
$19.9K - $19.9K
|
2.44K
$269K
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-183- 13.24% |
$20.2K - $20.3K
|
1.2K
$132K
|
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-183Closed |
$20.2K - $20.3K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200Closed |
$22.1K - $22.1K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-224- 2.61% |
$24.8K - $24.8K
|
8.37K
$923K
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-224- 6.43% |
$24.8K - $24.8K
|
3.26K
$359K
|
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-231- 7.31% |
$25.5K - $25.6K
|
2.93K
$323K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-240Closed |
$26.5K - $26.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-276- 4.5% |
$30.5K - $30.6K
|
5.86K
$646K
|
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-297- 24.79% |
$32.8K - $32.9K
|
901
$99.3K
|
|
|
Feb 01, 2021
Q4 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-350- 3.15% |
$38.7K - $38.7K
|
10.8K
$1.19M
|
|
|
Feb 11, 2021
Q4 2020
|
Destination Wealth Management
|
SELL
|
- |
-350- 3.93% |
$38.7K - $38.7K
|
8.56K
$943K
|
|
|
Feb 12, 2021
Q4 2020
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-361- 7.12% |
$39.9K - $40K
|
4.71K
$519K
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-380- 4.56% |
$42K - $42.1K
|
7.96K
$877K
|
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-388- 74.9% |
$42.9K - $43K
|
130
$14.3K
|
|
|
Jan 20, 2021
Q4 2020
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-396- 5.09% |
$43.8K - $43.8K
|
7.38K
$814K
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-410Closed |
$45.3K - $45.4K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-440- 1.53% |
$48.6K - $48.7K
|
28.3K
$3.12M
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-448- 60.7% |
$49.5K - $49.6K
|
290
$32K
|
|
|
Feb 12, 2021
Q4 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-450- 1.56% |
$49.7K - $49.8K
|
28.5K
$3.14M
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-455- 6.75% |
$50.3K - $50.4K
|
6.28K
$692K
|
|
|
Feb 10, 2021
Q4 2020
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-475- 5.21% |
$52.5K - $52.6K
|
8.65K
$953K
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-477Closed |
$52.7K - $52.8K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-489- 2.26% |
$54K - $54.1K
|
21.2K
$2.34M
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-576- 18.56% |
$63.7K - $63.8K
|
2.53K
$279K
|
|
|
Jan 11, 2021
Q4 2020
|
Ma Private Wealth
|
SELL
|
- |
-617- 1.23% |
$68.2K - $68.3K
|
49.7K
$5.48M
|
|
|
Feb 16, 2021
Q4 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-625- 5.38% |
$69.1K - $69.2K
|
11K
$1.21M
|
|
|
Jan 19, 2021
Q4 2020
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-636- 8.26% |
$70.3K - $70.4K
|
7.06K
$778K
|
|
|
Feb 09, 2021
Q4 2020
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-650- 19.46% |
$71.8K - $72K
|
2.69K
$297K
|
|
|
Feb 04, 2021
Q4 2020
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-677- 8.31% |
$74.8K - $74.9K
|
7.47K
$824K
|