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
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-97.5K- 89.98% |
$10.8M - $10.8M
|
10.9K
$1.2M
|
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-104K- 45.25% |
$11.5M - $11.5M
|
126K
$13.9M
|
|
|
Jan 19, 2021
Q4 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-113K- 47.85% |
$12.5M - $12.6M
|
124K
$13.7M
|
|
|
Feb 10, 2021
Q4 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-115KClosed |
$12.8M - $12.8M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-118K- 98.32% |
$13.1M - $13.1M
|
2.03K
$224K
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-119K- 56.74% |
$13.2M - $13.2M
|
90.9K
$10M
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-124K- 27.63% |
$13.7M - $13.7M
|
324K
$35.8M
|
|
|
Feb 16, 2021
Q4 2020
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-129K- 99.74% |
$14.2M - $14.2M
|
335
$37K
|
|
|
Jan 12, 2021
Q4 2020
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-140KClosed |
$15.5M - $15.5M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Simpli Fi, Inc.
|
SELL
|
- |
-143KClosed |
$15.8M - $15.8M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-148K- 72.93% |
$16.3M - $16.3M
|
54.8K
$6.05M
|
|
|
Jan 26, 2021
Q4 2020
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-151K- 43.29% |
$16.7M - $16.7M
|
198K
$21.9M
|
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-178K- 16.57% |
$19.7M - $19.7M
|
897K
$99.1M
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-184K- 17.95% |
$20.4M - $20.4M
|
842K
$93M
|
|
|
Feb 12, 2021
Q4 2020
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-240K- 37.5% |
$26.5M - $26.6M
|
400K
$44.2M
|
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-252K- 87.88% |
$27.8M - $27.9M
|
34.8K
$3.84M
|
|
|
Feb 12, 2021
Q4 2020
|
Betterment LLC
New York, NY |
SELL
|
- |
-287K- 3.35% |
$31.7M - $31.7M
|
8.27M
$913M
|
|
|
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-311KClosed |
$34.4M - $34.5M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-451K- 20.62% |
$49.9M - $50M
|
1.74M
$192M
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-521K- 25.91% |
$57.6M - $57.7M
|
1.49M
$165M
|
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-716K- 50.26% |
$79.2M - $79.3M
|
709K
$78.3M
|
|
|
Feb 12, 2021
Q4 2020
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-6.23M- 48.82% |
$688M - $689M
|
6.53M
$721M
|
|
|
Feb 19, 2021
Q4 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-12.9M- 99.07% |
$1.42B - $1.42B
|
120K
$13.3M
|