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 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-370- 33.61% |
$40.8K - $40.9K
|
731
$80.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-388- 9.03% |
$42.8K - $42.9K
|
3.91K
$432K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-391- 6.47% |
$43.2K - $43.2K
|
5.65K
$623K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-400- 2.32% |
$44.2K - $44.2K
|
16.9K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-400Closed |
$44.2K - $44.2K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-405- 3.79% |
$44.7K - $44.7K
|
10.3K
$1.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-448- 16.11% |
$49.5K - $49.5K
|
2.33K
$257K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-450- 0.21% |
$49.7K - $49.7K
|
210K
$23.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-456Closed |
$50.3K - $50.4K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-480- 6.18% |
$53K - $53K
|
7.29K
$804K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-482- 3.88% |
$53.2K - $53.2K
|
11.9K
$1.32M
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-500- 12.38% |
$55.2K - $55.2K
|
3.54K
$390K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-500- 4.3% |
$55.2K - $55.2K
|
11.1K
$1.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-542- 5.41% |
$59.8K - $59.9K
|
9.48K
$1.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-580- 1.74% |
$64K - $64.1K
|
32.8K
$3.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-606- 2.11% |
$66.9K - $66.9K
|
28.1K
$3.1M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-646- 3.19% |
$71.3K - $71.4K
|
19.6K
$2.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-653- 0.71% |
$72.1K - $72.1K
|
91.1K
$10.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-716- 8.49% |
$79K - $79.1K
|
7.72K
$852K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-746- 17.85% |
$82.4K - $82.4K
|
3.43K
$379K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-746- 18.21% |
$82.4K - $82.4K
|
3.35K
$370K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-767- 5.0% |
$84.7K - $84.7K
|
14.6K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-794- 24.99% |
$87.6K - $87.7K
|
2.38K
$263K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-833- 19.5% |
$92K - $92K
|
3.44K
$379K
|
|
|
Feb 08, 2022
Q4 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-861- 26.2% |
$95K - $95.1K
|
2.43K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-940- 7.15% |
$104K - $104K
|
12.2K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
SELL
|
- |
-992- 16.57% |
$110K - $110K
|
4.99K
$551K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-994- 5.13% |
$110K - $110K
|
18.4K
$2.03M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1K- 5.14% |
$111K - $111K
|
18.5K
$2.04M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-1.04K- 16.49% |
$114K - $115K
|
5.25K
$580K
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-1.12K- 4.54% |
$124K - $124K
|
23.6K
$2.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.13K- 6.76% |
$125K - $125K
|
15.6K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.2K- 6.03% |
$132K - $133K
|
18.7K
$2.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.2K- 11.49% |
$132K - $133K
|
9.25K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.23K- 17.86% |
$136K - $136K
|
5.65K
$624K
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-1.24K- 13.83% |
$137K - $137K
|
7.74K
$854K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.29K- 17.34% |
$143K - $143K
|
6.17K
$681K
|
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.34K- 29.2% |
$148K - $148K
|
3.24K
$358K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-1.39K- 9.53% |
$153K - $153K
|
13.2K
$1.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.39K- 34.92% |
$153K - $154K
|
2.59K
$286K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.44K- 18.94% |
$159K - $160K
|
6.18K
$682K
|
|
|
Jan 21, 2022
Q4 2021
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-1.45K- 4.61% |
$160K - $160K
|
29.9K
$3.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 46.74% |
$176K - $176K
|
1.82K
$200K
|
|
|
Jan 18, 2022
Q4 2021
|
Grand Central Investment Group
|
SELL
|
- |
-1.67K- 20.15% |
$184K - $184K
|
6.6K
$728K
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.7K- 2.8% |
$188K - $188K
|
58.9K
$6.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.8K- 22.74% |
$199K - $199K
|
6.11K
$674K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.86KClosed |
$206K - $206K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-1.9KClosed |
$210K - $210K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.92K- 21.35% |
$212K - $212K
|
7.08K
$781K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2KClosed |
$220K - $220K
|
0
$0
|