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 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-679- 19.8% |
$75K - $75.2K
|
2.75K
$303K
|
|
|
Feb 12, 2021
Q4 2020
|
Mattern Wealth Management LLC
|
SELL
|
- |
-750- 21.13% |
$82.9K - $83K
|
2.8K
$309K
|
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-785- 46.53% |
$86.8K - $86.9K
|
902
$99.4K
|
|
|
Feb 10, 2021
Q4 2020
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-903- 0.85% |
$99.8K - $100K
|
105K
$11.6M
|
|
|
Jan 29, 2021
Q4 2020
|
Emerson Wealth, LLC
|
SELL
|
- |
-928- 1.59% |
$103K - $103K
|
57.5K
$6.34M
|
|
|
Jan 12, 2021
Q4 2020
|
Astor Investment Management LLC
|
SELL
|
- |
-997Closed |
$110K - $110K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1K- 31.8% |
$111K - $111K
|
2.15K
$236K
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1KClosed |
$111K - $111K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.12K- 9.88% |
$124K - $124K
|
10.2K
$1.12M
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-1.16K- 22.98% |
$129K - $129K
|
3.9K
$430K
|
|
|
Feb 02, 2021
Q4 2020
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.17K- 22.12% |
$129K - $130K
|
4.12K
$454K
|
|
|
Jan 21, 2021
Q4 2020
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.17K- 12.21% |
$130K - $130K
|
8.44K
$930K
|
|
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.31K- 17.46% |
$144K - $145K
|
6.17K
$680K
|
|
|
Jan 26, 2021
Q4 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-1.34K- 20.98% |
$148K - $149K
|
5.06K
$558K
|
|
|
Feb 11, 2021
Q4 2020
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.36K- 33.77% |
$150K - $150K
|
2.66K
$293K
|
|
|
Jan 28, 2021
Q4 2020
|
Comerica Bank
|
SELL
|
- |
-1.41K- 17.69% |
$156K - $156K
|
6.57K
$724K
|
|
|
Feb 09, 2021
Q4 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.46KClosed |
$161K - $162K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Minot Wealth Management LLC
|
SELL
|
- |
-1.5K- 38.53% |
$166K - $166K
|
2.4K
$264K
|
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.57K- 34.68% |
$173K - $173K
|
2.95K
$325K
|
|
|
Feb 12, 2021
Q4 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.63K- 3.31% |
$180K - $180K
|
47.5K
$5.23M
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.7K- 57.66% |
$188K - $188K
|
1.25K
$137K
|
|
|
Feb 16, 2021
Q4 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.7K- 24.1% |
$188K - $189K
|
5.36K
$591K
|
|
|
Jan 26, 2021
Q4 2020
|
Csenge Advisory Group
|
SELL
|
- |
-1.76K- 23.65% |
$194K - $195K
|
5.68K
$626K
|
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.78K- 3.5% |
$196K - $197K
|
49K
$5.41M
|
|
|
Feb 12, 2021
Q4 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-1.82KClosed |
$202K - $202K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.85KClosed |
$204K - $205K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.93K- 10.28% |
$213K - $214K
|
16.8K
$1.86M
|
|
|
Feb 16, 2021
Q4 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2KClosed |
$221K - $221K
|
0
$0
|
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2KClosed |
$221K - $222K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
West Branch Capital LLC
|
SELL
|
- |
-2.02K- 23.35% |
$223K - $223K
|
6.62K
$730K
|
|
|
Jan 20, 2021
Q4 2020
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.03K- 8.09% |
$224K - $224K
|
23K
$2.54M
|
|
|
Feb 03, 2021
Q4 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-2.03K- 32.16% |
$224K - $225K
|
4.28K
$472K
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.04KClosed |
$225K - $225K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.04K- 2.6% |
$225K - $225K
|
76.3K
$8.41M
|
|
|
Feb 09, 2021
Q4 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.12KClosed |
$234K - $234K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-2.26KClosed |
$250K - $250K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.27KClosed |
$251K - $251K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.48KClosed |
$274K - $275K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
SELL
|
- |
-2.5K- 72.28% |
$276K - $277K
|
959
$106K
|
|
|
Feb 12, 2021
Q4 2020
|
Dakota Wealth Management
|
SELL
|
- |
-2.51KClosed |
$277K - $277K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 2.0% |
$296K - $296K
|
131K
$14.4M
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-2.78KClosed |
$307K - $308K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-3.08K- 52.15% |
$340K - $341K
|
2.82K
$311K
|
|
|
Feb 08, 2021
Q4 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.23KClosed |
$357K - $357K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.32K- 14.01% |
$367K - $368K
|
20.4K
$2.25M
|
|
|
Feb 16, 2021
Q4 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.36K- 7.29% |
$372K - $372K
|
42.7K
$4.71M
|
|
|
Feb 10, 2021
Q4 2020
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.47K- 10.53% |
$383K - $384K
|
29.5K
$3.25M
|
|
|
Feb 18, 2021
Q4 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.48K- 26.85% |
$384K - $385K
|
9.47K
$1.04M
|
|
|
Jan 29, 2021
Q4 2020
|
Hms Capital Management, LLC
|
SELL
|
- |
-3.48K- 12.09% |
$385K - $385K
|
25.3K
$2.79M
|
|
|
Feb 08, 2021
Q4 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.49KClosed |
$385K - $386K
|
0
$0
|