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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03K+ 31.37% |
$334K - $334K
|
12.7K
$1.4M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.02KNew |
$333K - $334K
|
3.02K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.01KNew |
$333K - $333K
|
3.01K
$333K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.88K+ 30.36% |
$318K - $318K
|
12.4K
$1.37M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
2.88KNew |
$318K - $318K
|
2.88K
$318K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.84K+ 16.96% |
$314K - $314K
|
19.6K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.84KNew |
$313K - $313K
|
2.84K
$313K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.8KNew |
$310K - $310K
|
2.8K
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.67KNew |
$295K - $295K
|
2.67K
$295K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.3K+ 28.88% |
$254K - $255K
|
10.3K
$1.13M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.27K+ 25.31% |
$250K - $251K
|
11.2K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.25K+ 108.98% |
$248K - $248K
|
4.31K
$475K
|
|
|
Feb 04, 2022
Q4 2021
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
2.1KNew |
$232K - $232K
|
2.1K
$232K
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.07K+ 91.08% |
$229K - $229K
|
4.35K
$480K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.01KNew |
$222K - $222K
|
2.01K
$222K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
1.99K+ 2.55% |
$220K - $220K
|
80K
$8.83M
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.99KNew |
$220K - $220K
|
1.99K
$220K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.81K+ 259.89% |
$200K - $200K
|
2.51K
$277K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.55KNew |
$171K - $171K
|
1.55K
$171K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.54K+ 5.7% |
$170K - $170K
|
28.5K
$3.14M
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.51K+ 7.59% |
$167K - $167K
|
21.4K
$2.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.5K+ 46.88% |
$166K - $166K
|
4.7K
$519K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.42K+ 2.25% |
$157K - $157K
|
64.8K
$7.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.4K+ 17.11% |
$154K - $154K
|
9.56K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.38K+ 47.37% |
$152K - $152K
|
4.28K
$473K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.32K+ 11.99% |
$146K - $146K
|
12.3K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
1.25K+ 28.67% |
$138K - $138K
|
5.61K
$619K
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.22K+ 1.48% |
$135K - $135K
|
84.1K
$9.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
1.18KNew |
$130K - $130K
|
1.18K
$130K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.13KNew |
$125K - $125K
|
1.13K
$125K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.08K+ 27.9% |
$119K - $119K
|
4.94K
$545K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.04K+ 0.99% |
$115K - $115K
|
107K
$11.8M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
945+ 95.55% |
$104K - $104K
|
1.93K
$213K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
910+ 619.05% |
$100K - $101K
|
1.06K
$117K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
862+ 22.93% |
$95.2K - $95.2K
|
4.62K
$510K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
859+ 655.73% |
$94.8K - $94.9K
|
990
$109K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
839New |
$92.6K - $92.7K
|
839
$92.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
815+ 22.54% |
$90K - $90K
|
4.43K
$489K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
800+ 43.72% |
$88.3K - $88.4K
|
2.63K
$290K
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
779+ 6.26% |
$86K - $86.1K
|
13.2K
$1.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
657+ 8.03% |
$72.5K - $72.6K
|
8.84K
$975K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
648+ 4.24% |
$71.5K - $71.6K
|
15.9K
$1.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
648+ 9.79% |
$71.5K - $71.6K
|
7.26K
$802K
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
611+ 16.38% |
$67.4K - $67.5K
|
4.34K
$479K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
605+ 11.39% |
$66.8K - $66.8K
|
5.92K
$653K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
564+ 4.2% |
$62.3K - $62.3K
|
14K
$1.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
547New |
$60.4K - $60.4K
|
547
$60.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
545+ 0.18% |
$60.2K - $60.2K
|
302K
$33.3M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
500New |
$55.2K - $55.2K
|
500
$55.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
498New |
$55K - $55K
|
498
$55K
|