Purchases and Sales Made in Q4 2021 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q4 2021. 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 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
885KNew |
$97.7M - $97.8M
|
885K
$97.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
576K+ 18.32% |
$63.6M - $63.6M
|
3.72M
$410M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
516K+ 8.02% |
$56.9M - $57M
|
6.95M
$765M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
312K+ 16.4% |
$34.5M - $34.5M
|
2.22M
$244M
|
|
|
Jan 20, 2022
Q4 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
267K+ 41.26% |
$29.5M - $29.5M
|
914K
$101M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
200KNew |
$22.1M - $22.1M
|
200K
$22M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
175KNew |
$19.3M - $19.3M
|
175K
$19.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
171KNew |
$18.9M - $18.9M
|
171K
$18.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
159K+ 21.44% |
$17.5M - $17.5M
|
899K
$99M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
119KNew |
$13.2M - $13.2M
|
119K
$13.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
117KNew |
$12.9M - $12.9M
|
117K
$12.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
108K+ 4783.6% |
$11.9M - $11.9M
|
110K
$12.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
95.2K+ 45.99% |
$10.5M - $10.5M
|
302K
$33.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
76.2KNew |
$8.41M - $8.42M
|
76.2K
$8.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.8K+ 2.14% |
$8.15M - $8.15M
|
3.52M
$388M
|
|
|
Feb 08, 2022
Q4 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
70.2KNew |
$7.75M - $7.75M
|
70.2K
$7.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.9K+ 202.95% |
$7.6M - $7.61M
|
103K
$11.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
63KNew |
$6.95M - $6.96M
|
63K
$6.94M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
55.2K+ 11.52% |
$6.09M - $6.09M
|
534K
$58.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
54.6K+ 331.81% |
$6.03M - $6.03M
|
71K
$7.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
53.1KNew |
$5.86M - $5.87M
|
53.1K
$5.85M
|
|
|
Sep 25, 2024
Q4 2021
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
51.9KNew |
$5.73M - $5.74M
|
51.9K
$5.72M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
46.3KNew |
$5.11M - $5.12M
|
46.3K
$5.1M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
45.6KNew |
$5.03M - $5.03M
|
45.6K
$5.02M
|
|
|
Mar 01, 2022
Q4 2021
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
43.6KNew |
$4.81M - $4.82M
|
43.6K
$4.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
43.6KNew |
$4.81M - $4.81M
|
43.6K
$4.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Peavine Capital, LLC
|
BUY
|
- |
42.1K+ 1.55% |
$4.64M - $4.65M
|
2.75M
$303M
|
|
|
Jan 25, 2022
Q4 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
41.6K+ 5.51% |
$4.6M - $4.6M
|
797K
$87.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
37.9KNew |
$4.19M - $4.19M
|
37.9K
$4.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
36.5K+ 26.05% |
$4.03M - $4.03M
|
176K
$19.4M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
35KNew |
$3.86M - $3.86M
|
35K
$3.85M
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
33.4K+ 211.58% |
$3.69M - $3.69M
|
49.2K
$5.42M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33.4K+ 3730.76% |
$3.68M - $3.68M
|
34.2K
$3.77M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
32KNew |
$3.54M - $3.54M
|
32K
$3.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.3K+ 841.28% |
$3.34M - $3.34M
|
33.9K
$3.73M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
29.7KNew |
$3.28M - $3.29M
|
29.7K
$3.28M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
29.2KNew |
$3.22M - $3.22M
|
29.2K
$3.22M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
28.1K+ 564.83% |
$3.11M - $3.11M
|
33.1K
$3.65M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26.5K+ 2679.96% |
$2.92M - $2.93M
|
27.5K
$3.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
25.8K+ 553.14% |
$2.85M - $2.85M
|
30.4K
$3.35M
|
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
25.8K+ 17.35% |
$2.84M - $2.84M
|
174K
$19.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
25.2K+ 77.69% |
$2.78M - $2.78M
|
57.5K
$6.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8K+ 5.03% |
$2.74M - $2.74M
|
519K
$57.1M
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
24.8KNew |
$2.74M - $2.74M
|
24.8K
$2.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
24.3K+ 117.31% |
$2.69M - $2.69M
|
45.1K
$4.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.7K+ 7.31% |
$2.5M - $2.5M
|
333K
$36.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22K+ 5.31% |
$2.43M - $2.43M
|
436K
$48.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Patton Fund Management, Inc.
|
BUY
|
- |
21.7K+ 179.56% |
$2.39M - $2.4M
|
33.8K
$3.72M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
21.5KNew |
$2.37M - $2.37M
|
21.5K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.4K+ 13.15% |
$2.25M - $2.25M
|
175K
$19.3M
|