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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 0.93% |
$221 - $221
|
212
$23.4K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2- 0.08% |
$221 - $221
|
2.45K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 0.64% |
$331 - $331
|
464
$51.1K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-6Closed |
$662 - $663
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7Closed |
$773 - $773
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-8Closed |
$883 - $884
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-9- 0.38% |
$994 - $994
|
2.37K
$261K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 0.61% |
$1.1K - $1.1K
|
1.63K
$179K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-17- 0.35% |
$1.88K - $1.88K
|
4.78K
$527K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18- 7.83% |
$1.99K - $1.99K
|
212
$23.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-22Closed |
$2.43K - $2.43K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-30- 16.57% |
$3.31K - $3.31K
|
151
$16.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-34Closed |
$3.75K - $3.76K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-38- 0.82% |
$4.19K - $4.2K
|
4.6K
$506K
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-40- 1.88% |
$4.42K - $4.42K
|
2.08K
$230K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-45- 54.22% |
$4.97K - $4.97K
|
38
$4.19K
|
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
SELL
|
- |
-50- 0.47% |
$5.52K - $5.52K
|
10.6K
$1.16M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-51- 1.27% |
$5.63K - $5.63K
|
3.95K
$436K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-61- 15.84% |
$6.73K - $6.74K
|
324
$35.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 7.93% |
$7.18K - $7.18K
|
755
$83.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-71Closed |
$7.84K - $7.84K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-75- 42.86% |
$8.28K - $8.29K
|
100
$11K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-87- 0.35% |
$9.6K - $9.61K
|
25K
$2.76M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-90- 2.64% |
$9.94K - $9.94K
|
3.32K
$366K
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-110- 4.46% |
$12.1K - $12.2K
|
2.36K
$260K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-119- 5.43% |
$13.1K - $13.1K
|
2.07K
$228K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-129- 9.18% |
$14.2K - $14.3K
|
1.28K
$141K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-133- 4.62% |
$14.7K - $14.7K
|
2.75K
$303K
|
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-140- 5.34% |
$15.5K - $15.5K
|
2.48K
$273K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-150- 4.8% |
$16.6K - $16.6K
|
2.98K
$328K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-156- 4.18% |
$17.2K - $17.2K
|
3.57K
$394K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-180- 4.83% |
$19.9K - $19.9K
|
3.55K
$391K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-183- 2.48% |
$20.2K - $20.2K
|
7.21K
$794K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-191- 3.15% |
$21.1K - $21.1K
|
5.88K
$647K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-200- 2.08% |
$22.1K - $22.1K
|
9.4K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-202Closed |
$22.3K - $22.3K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-222- 8.98% |
$24.5K - $24.5K
|
2.25K
$248K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-224Closed |
$24.7K - $24.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-228- 7.78% |
$25.2K - $25.2K
|
2.7K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-242- 5.33% |
$26.7K - $26.7K
|
4.3K
$474K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-247- 2.25% |
$27.3K - $27.3K
|
10.7K
$1.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-248Closed |
$27.4K - $27.4K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-254- 6.27% |
$28K - $28.1K
|
3.8K
$418K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-260- 6.28% |
$28.7K - $28.7K
|
3.88K
$427K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-270- 3.53% |
$29.8K - $29.8K
|
7.39K
$814K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-272- 0.89% |
$30K - $30K
|
30.2K
$3.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-272- 0.89% |
$30K - $30K
|
30.2K
$3.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-274- 3.78% |
$30.2K - $30.3K
|
6.98K
$769K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-276- 0.35% |
$30.5K - $30.5K
|
79.2K
$8.72M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-288- 10.32% |
$31.8K - $31.8K
|
2.5K
$276K
|