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 09, 2021 Q4 2020
Advisory Services Network, LLC

SELL
 -
-3.56K
- 1.62%
$394K - $395K
216K $23.8M
Feb 10, 2021 Q4 2020
May Tech Global Investments, LLC

New York, NY
SELL
 -
-3.61K
Closed
$399K - $400K
0 $0
Feb 04, 2021 Q4 2020
Oliver Luxxe Assets LLC

Gladstone, NJ
SELL
 -
-3.66K
- 25.29%
$404K - $405K
10.8K $1.19M
Feb 09, 2021 Q4 2020
Meeder Asset Management Inc

SELL
 -
-3.81K
- 66.95%
$421K - $422K
1.88K $207K
Jan 29, 2021 Q4 2020
Stratos Wealth Advisors, LLC

SELL
 -
-3.83K
- 47.12%
$424K - $424K
4.3K $474K
Feb 10, 2021 Q4 2020
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-4.08K
- 32.75%
$451K - $451K
8.37K $923K
Feb 09, 2021 Q4 2020
Sawtooth Solutions, LLC

SELL
 -
-4.13K
- 17.74%
$456K - $457K
19.1K $2.11M
Feb 18, 2021 Q4 2020
Apella Capital, LLC

SELL
 -
-4.16K
- 18.4%
$460K - $460K
18.4K $2.03M
Feb 12, 2021 Q4 2020
Bluestein R H & CO LLC

Birmingham, MI
SELL
 -
-4.46K
- 30.32%
$492K - $493K
10.2K $1.13M
Feb 16, 2021 Q4 2020
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-4.6K
Closed
$508K - $509K
0 $0
Feb 12, 2021 Q4 2020
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-4.91K
- 39.78%
$543K - $544K
7.43K $819K
Feb 03, 2021 Q4 2020
White Lighthouse Investment Management Inc.

SELL
 -
-4.94K
- 9.84%
$546K - $547K
45.3K $4.99M
Jan 14, 2021 Q4 2020
Gen Wealth Group, Inc.

SELL
 -
-5.04K
- 43.85%
$557K - $558K
6.46K $712K
Feb 16, 2021 Q4 2020
55 I, LLC

Boston, MA
SELL
 -
-5.08K
- 15.3%
$561K - $562K
28.1K $3.1M
Feb 12, 2021 Q4 2020
Wealthsource Partners, LLC

SELL
 -
-5.18K
Closed
$573K - $574K
0 $0
Jan 26, 2021 Q4 2020
Bfsg, LLC

SELL
 -
-5.75K
- 34.99%
$635K - $637K
10.7K $1.18M
Jan 22, 2021 Q4 2020
Blue Zone Wealth Advisors, LLC

SELL
 -
-5.81K
- 15.39%
$643K - $644K
32K $3.52M
Feb 02, 2021 Q4 2020
Grimes & Company, Inc.

SELL
 -
-6.11K
Closed
$676K - $677K
0 $0
Jan 29, 2021 Q4 2020
Alpha Cubed Investments, LLC

SELL
 -
-6.31K
- 10.41%
$698K - $699K
54.3K $5.99M
Feb 04, 2021 Q4 2020
Omega Financial Group, LLC

SELL
 -
-6.62K
Closed
$732K - $733K
0 $0
Feb 17, 2021 Q4 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-6.75K
- 23.19%
$746K - $747K
22.4K $2.46M
Feb 12, 2021 Q4 2020
Erts Wealth Advisors, LLC

SELL
 -
-7.01K
- 42.18%
$775K - $776K
9.61K $1.06M
Jan 27, 2021 Q4 2020
James Investment Research Inc

SELL
 -
-7.34K
- 7.84%
$811K - $812K
86.2K $9.51M
Feb 11, 2021 Q4 2020
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-7.41K
- 15.97%
$819K - $821K
39K $4.3M
Jan 25, 2021 Q4 2020
Wealth Alliance Advisory Group, LLC

SELL
 -
-7.52K
- 13.49%
$830K - $832K
48.2K $5.31M
Feb 11, 2021 Q4 2020
Parcion Private Wealth LLC

Bellevue, WA
SELL
 -
-8.11K
- 33.46%
$896K - $897K
16.1K $1.78M
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

SELL
 -
-8.32K
- 60.27%
$919K - $921K
5.49K $605K
Feb 01, 2021 Q4 2020
Vicus Capital

State College, PA
SELL
 -
-9.01K
- 8.02%
$996K - $998K
103K $11.4M
Feb 12, 2021 Q4 2020
Transcend Capital Advisors, LLC

SELL
 -
-9.1K
Closed
$1.01M - $1.01M
0 $0
Feb 11, 2021 Q4 2020
Summit Wealth Group, LLC

White River Junction, VT
SELL
 -
-9.17K
- 14.64%
$1.01M - $1.02M
53.5K $5.9M
Feb 16, 2021 Q4 2020
Cidel Asset Management Inc

Toronto, Ontario, A6
SELL
 -
-9.41K
Closed
$1.04M - $1.04M
0 $0
Jan 21, 2021 Q4 2020
Evergreen Advisors, LLC

SELL
 -
-9.7K
Closed
$1.07M - $1.07M
0 $0
Feb 12, 2021 Q4 2020
Checchi Capital Advisers, LLC

Beverly Hills, CA
SELL
 -
-9.92K
Closed
$1.1M - $1.1M
0 $0
Feb 11, 2021 Q4 2020
Northern Trust Corp

Chicago, IL
SELL
 -
-10.1K
Closed
$1.12M - $1.12M
0 $0
Jan 12, 2021 Q4 2020
Apcm Wealth Management For Individuals

SELL
 -
-10.3K
Closed
$1.14M - $1.14M
0 $0
Feb 01, 2021 Q4 2020
Abacus Planning Group, Inc.

SELL
 -
-10.9K
- 49.55%
$1.2M - $1.2M
11.1K $1.22M
Feb 16, 2021 Q4 2020
Acorns Advisers, LLC

Irvine, CA
SELL
 -
-11.1K
- 3.86%
$1.22M - $1.22M
275K $30.3M
Feb 05, 2021 Q4 2020
Tortoise Investment Management, LLC

SELL
 -
-11.4K
- 53.81%
$1.26M - $1.26M
9.78K $1.08M
Feb 11, 2021 Q4 2020
Stelac Advisory Services LLC

New York, NY
SELL
 -
-11.5K
- 56.26%
$1.27M - $1.28M
8.96K $988K
Feb 04, 2021 Q4 2020
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-11.8K
- 77.78%
$1.3M - $1.3M
3.36K $370K
Feb 02, 2021 Q4 2020
Jackson Wealth Management, LLC

SELL
 -
-11.8K
- 4.26%
$1.3M - $1.3M
265K $29.2M
Feb 16, 2021 Q4 2020
Belpointe Asset Management LLC

SELL
 -
-12.3K
- 46.9%
$1.36M - $1.36M
13.9K $1.54M
Feb 10, 2021 Q4 2020
Copperwynd Financial, LLC

SELL
 -
-12.3K
Closed
$1.36M - $1.36M
0 $0
Feb 03, 2021 Q4 2020
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-12.6K
- 4.19%
$1.39M - $1.4M
289K $31.8M
Feb 11, 2021 Q4 2020
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-13.9K
- 41.12%
$1.54M - $1.54M
19.9K $2.2M
Feb 12, 2021 Q4 2020
Madison Asset Management, LLC

Madison, WI
SELL
 -
-15.1K
- 15.71%
$1.67M - $1.67M
81.1K $8.94M
Jan 13, 2021 Q4 2020
Stone House Investment Management, LLC

SELL
 -
-15.4K
- 87.37%
$1.7M - $1.71M
2.23K $246K
Feb 02, 2021 Q4 2020
Mader & Shannon Wealth Management, Inc.

SELL
 -
-15.4K
- 26.25%
$1.7M - $1.71M
43.3K $4.78M
Jan 25, 2021 Q4 2020
Slate Stone Wealth, LLC

SELL
 -
-16.4K
- 45.28%
$1.81M - $1.81M
19.8K $2.18M

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