Purchases and Sales Made in Q1 2021 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.27K+ 14.99% |
$260K - $266K
|
17.4K
$1.83M
|
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.25KNew |
$259K - $265K
|
2.25K
$238K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.2K+ 3.73% |
$253K - $259K
|
61.3K
$6.47M
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.18K+ 16.95% |
$250K - $256K
|
15K
$1.59M
|
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
2.11K+ 2.41% |
$242K - $248K
|
89.8K
$9.47M
|
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2.07KNew |
$237K - $243K
|
2.07K
$218K
|
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.89K+ 25.13% |
$217K - $223K
|
9.43K
$995K
|
|
|
Apr 12, 2021
Q1 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3K+ 17.99% |
$149K - $153K
|
8.53K
$899K
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
1.29KNew |
$148K - $152K
|
1.29K
$136K
|
|
|
Apr 29, 2021
Q1 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.1K+ 19.72% |
$127K - $130K
|
6.7K
$707K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
974+ 8.27% |
$112K - $115K
|
12.8K
$1.35M
|
|
|
May 10, 2021
Q1 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
887+ 15.71% |
$102K - $104K
|
6.53K
$689K
|
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
867+ 7.87% |
$99.5K - $102K
|
11.9K
$1.25M
|
|
|
May 14, 2021
Q1 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
843+ 18.23% |
$96.8K - $99.1K
|
5.47K
$577K
|
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
795+ 0.76% |
$91.3K - $93.5K
|
106K
$11.1M
|
|
|
May 14, 2021
Q1 2021
|
Hancock Whitney Corp
|
BUY
|
- |
794+ 32.37% |
$91.1K - $93.4K
|
3.25K
$342K
|
|
|
May 12, 2021
Q1 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
634+ 12.94% |
$72.8K - $74.6K
|
5.53K
$584K
|
|
|
May 10, 2021
Q1 2021
|
Meridian Management CO
|
BUY
|
- |
627+ 0.3% |
$72K - $73.7K
|
207K
$21.8M
|
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
613+ 21.92% |
$70.4K - $72.1K
|
3.41K
$360K
|
|
|
May 07, 2021
Q1 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
564+ 9.16% |
$64.7K - $66.3K
|
6.72K
$709K
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
541+ 28.24% |
$62.1K - $63.6K
|
2.46K
$259K
|
|
|
Nov 14, 2024
Q1 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
438+ 14.97% |
$50.3K - $51.5K
|
3.36K
$355K
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
291+ 82.91% |
$33.4K - $34.2K
|
642
$67.7K
|
|
|
May 12, 2021
Q1 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
243+ 2.42% |
$27.9K - $28.6K
|
10.3K
$1.08M
|
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
232New |
$26.6K - $27.3K
|
232
$24.5K
|
|
|
May 25, 2021
Q1 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
207+ 3.11% |
$23.8K - $24.3K
|
6.86K
$723K
|
|
|
Apr 29, 2021
Q1 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
205+ 0.53% |
$23.5K - $24.1K
|
38.9K
$4.1M
|
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
205+ 37.27% |
$23.5K - $24.1K
|
755
$79.6K
|
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
160New |
$18.4K - $18.8K
|
160
$16.9K
|
|
|
Apr 20, 2021
Q1 2021
|
S.A. Mason LLC
|
BUY
|
- |
100+ 7.81% |
$11.5K - $11.8K
|
1.38K
$146K
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
84+ 0.07% |
$9.64K - $9.88K
|
115K
$12.1M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74+ 0.62% |
$8.49K - $8.7K
|
12.1K
$1.27M
|
|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
72+ 3.46% |
$8.26K - $8.47K
|
2.15K
$227K
|
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
66+ 0.04% |
$7.58K - $7.76K
|
170K
$17.9M
|
|
|
Apr 19, 2021
Q1 2021
|
Riverview Trust CO
|
BUY
|
- |
50+ 5.86% |
$5.74K - $5.88K
|
903
$95.2K
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28+ 1.0% |
$3.21K - $3.29K
|
2.84K
$300K
|
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
27New |
$3.1K - $3.17K
|
27
$2.85K
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
17New |
$1.95K - $2K
|
17
$1.79K
|
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
16+ 0.45% |
$1.84K - $1.88K
|
3.56K
$376K
|
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
BUY
|
- |
10+ 0.58% |
$1.15K - $1.18K
|
1.73K
$182K
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 3.29% |
$804 - $823
|
220
$23.2K
|
|
|
Apr 07, 2021
Q1 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5+ 0.21% |
$574 - $588
|
2.4K
$253K
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.24% |
$574 - $588
|
2.05K
$216K
|
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3+ 0.01% |
$344 - $353
|
50.9K
$5.37M
|
|
|
Apr 20, 2021
Q1 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1+ 0.01% |
$115 - $118
|
13.8K
$1.45M
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5- 0.26% |
$574 - $588
|
1.92K
$203K
|
|
|
Apr 23, 2021
Q1 2021
|
Patten Group, Inc.
|
SELL
|
- |
-10- 0.1% |
$1.15K - $1.18K
|
9.91K
$1.05M
|
|
|
May 12, 2021
Q1 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-21Closed |
$2.41K - $2.47K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-40- 0.82% |
$4.59K - $4.7K
|
4.83K
$509K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-55Closed |
$6.31K - $6.47K
|
0
$0
|