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 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
483+ 4.45% |
$53.3K - $53.4K
|
11.3K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
429+ 20.12% |
$47.4K - $47.4K
|
2.56K
$283K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
429+ 20.12% |
$47.4K - $47.4K
|
2.56K
$283K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
415+ 4.44% |
$45.8K - $45.8K
|
9.76K
$1.08M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
400New |
$44.2K - $44.2K
|
400
$44.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
399New |
$44K - $44.1K
|
399
$44K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
390+ 6.35% |
$43.1K - $43.1K
|
6.54K
$721K
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
368+ 2.58% |
$40.6K - $40.7K
|
14.6K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
356+ 8.89% |
$39.3K - $39.3K
|
4.36K
$481K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
351+ 2.92% |
$38.7K - $38.8K
|
12.4K
$1.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
326New |
$36K - $36K
|
326
$36K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
323+ 3.04% |
$35.7K - $35.7K
|
11K
$1.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
304+ 1.77% |
$33.6K - $33.6K
|
17.5K
$1.93M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
280+ 5.93% |
$30.9K - $30.9K
|
5K
$552K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
277+ 1.11% |
$30.6K - $30.6K
|
25.3K
$2.79M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
261+ 21.5% |
$28.8K - $28.8K
|
1.48K
$163K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
218+ 36.52% |
$24.1K - $24.1K
|
815
$89.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
200New |
$22.1K - $22.1K
|
200
$22.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
196New |
$21.6K - $21.7K
|
196
$21.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
177+ 2.96% |
$19.5K - $19.6K
|
6.16K
$680K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
175+ 2.07% |
$19.3K - $19.3K
|
8.62K
$952K
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
165+ 0.87% |
$18.2K - $18.2K
|
19.1K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
164+ 2.37% |
$18.1K - $18.1K
|
7.09K
$783K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
144New |
$15.9K - $15.9K
|
144
$15.9K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
131+ 2.37% |
$14.5K - $14.5K
|
5.66K
$624K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
127New |
$14K - $14K
|
127
$14K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
120+ 2.89% |
$13.2K - $13.3K
|
4.27K
$472K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
118+ 1.95% |
$13K - $13K
|
6.18K
$682K
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
107+ 5.84% |
$11.8K - $11.8K
|
1.94K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
105+ 0.63% |
$11.6K - $11.6K
|
16.7K
$1.84M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
101New |
$11.1K - $11.2K
|
101
$11.1K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
92+ 1.15% |
$10.2K - $10.2K
|
8.07K
$891K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
82+ 12.62% |
$9.05K - $9.06K
|
732
$80.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
58New |
$6.4K - $6.41K
|
58
$6.4K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
52+ 0.9% |
$5.74K - $5.74K
|
5.82K
$642K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
44New |
$4.86K - $4.86K
|
44
$4.86K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
44New |
$4.86K - $4.86K
|
44
$4.86K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
39New |
$4.31K - $4.31K
|
39
$4.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.12% |
$4.31K - $4.31K
|
33.2K
$3.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37+ 1.12% |
$4.08K - $4.09K
|
3.33K
$367K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
33New |
$3.64K - $3.65K
|
33
$3.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
33+ 825.0% |
$3.64K - $3.65K
|
37
$4.08K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.98% |
$2.76K - $2.76K
|
2.57K
$284K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21+ 0.43% |
$2.32K - $2.32K
|
4.85K
$535K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
19New |
$2.1K - $2.1K
|
19
$2.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
17New |
$1.88K - $1.88K
|
17
$1.88K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
17New |
$1.88K - $1.88K
|
17
$1.88K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
12New |
$1.32K - $1.33K
|
12
$1.32K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1Closed |
$110 - $110
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 5.56% |
$110 - $110
|
17
$1.88K
|