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 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.01K- 7.86% |
$222K - $222K
|
23.6K
$2.6M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.06K- 68.28% |
$227K - $227K
|
956
$105K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.14K- 26.36% |
$236K - $236K
|
5.98K
$659K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.22KClosed |
$245K - $245K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.3K- 51.92% |
$254K - $254K
|
2.13K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.43K- 41.9% |
$268K - $268K
|
3.37K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.5KClosed |
$276K - $277K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.7K- 40.74% |
$298K - $298K
|
3.92K
$432K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.7K- 58.7% |
$298K - $298K
|
1.9K
$209K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.77KClosed |
$306K - $306K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.79K- 8.53% |
$308K - $308K
|
29.9K
$3.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.85KClosed |
$315K - $315K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.88K- 29.29% |
$318K - $318K
|
6.95K
$766K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
SELL
|
- |
-2.97KClosed |
$328K - $329K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.07K- 30.36% |
$339K - $339K
|
7.05K
$776K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.19K- 6.95% |
$352K - $352K
|
42.7K
$4.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.22K- 0.54% |
$356K - $356K
|
599K
$66M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-3.25KClosed |
$358K - $359K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.31K- 41.66% |
$366K - $366K
|
4.64K
$511K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.39KClosed |
$375K - $375K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-3.5K- 57.22% |
$386K - $386K
|
2.61K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.56K- 44.0% |
$393K - $393K
|
4.53K
$499K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.72K- 41.32% |
$410K - $410K
|
5.28K
$581K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.75K- 4.31% |
$414K - $414K
|
83.2K
$9.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.79K- 21.45% |
$418K - $418K
|
13.9K
$1.53M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-3.82KClosed |
$422K - $422K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-3.88K- 42.82% |
$428K - $428K
|
5.18K
$571K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.02K- 12.26% |
$444K - $444K
|
28.8K
$3.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-4.35K- 28.37% |
$480K - $481K
|
11K
$1.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-4.51KClosed |
$497K - $498K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-4.62K- 8.89% |
$510K - $511K
|
47.4K
$5.22M
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 28.2% |
$514K - $514K
|
11.9K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.91K- 15.91% |
$542K - $542K
|
25.9K
$2.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.04KClosed |
$557K - $557K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.28K- 23.4% |
$583K - $583K
|
17.3K
$1.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.35K- 2.29% |
$591K - $591K
|
229K
$25.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.55K- 49.48% |
$613K - $613K
|
5.67K
$624K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
SELL
|
- |
-5.58K- 71.62% |
$616K - $617K
|
2.21K
$244K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.8K- 28.8% |
$640K - $641K
|
14.3K
$1.58M
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-5.89KClosed |
$650K - $651K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.09K- 19.52% |
$672K - $672K
|
25.1K
$2.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.51K- 4.79% |
$719K - $719K
|
129K
$14.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-6.88K- 12.45% |
$759K - $759K
|
48.4K
$5.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.31K- 12.73% |
$917K - $918K
|
56.9K
$6.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8.5K- 60.28% |
$938K - $939K
|
5.6K
$617K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-9.19K- 26.24% |
$1.01M - $1.02M
|
25.8K
$2.85M
|
|
|
Jan 18, 2022
Q4 2021
|
Ttp Investments, Inc.
|
SELL
|
- |
-10KClosed |
$1.11M - $1.11M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-10.2K- 77.52% |
$1.12M - $1.12M
|
2.95K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$1.13M - $1.13M
|
0
$0
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-10.8K- 14.86% |
$1.2M - $1.2M
|
62.1K
$6.84M
|