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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-59- 1.38% |
$6.77K - $6.94K
|
4.2K
$443K
|
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-62- 2.32% |
$7.12K - $7.29K
|
2.61K
$275K
|
|
|
Apr 20, 2021
Q1 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-76- 0.2% |
$8.72K - $8.94K
|
38.2K
$4.03M
|
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-77- 36.15% |
$8.84K - $9.05K
|
136
$14.3K
|
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-102- 38.93% |
$11.7K - $12K
|
160
$16.9K
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-120- 4.83% |
$13.8K - $14.1K
|
2.36K
$249K
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-123- 12.24% |
$14.1K - $14.5K
|
882
$93K
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-157- 20.03% |
$18K - $18.5K
|
627
$66.1K
|
|
|
May 06, 2021
Q1 2021
|
First National Trust CO
|
SELL
|
- |
-190- 0.76% |
$21.8K - $22.3K
|
24.8K
$2.62M
|
|
|
May 12, 2021
Q1 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-199- 0.88% |
$22.8K - $23.4K
|
22.5K
$2.37M
|
|
|
May 06, 2021
Q1 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-200- 0.88% |
$23K - $23.5K
|
22.4K
$2.37M
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-203Closed |
$23.3K - $23.9K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-212Closed |
$24.3K - $24.9K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-213Closed |
$24.5K - $25K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-215- 5.85% |
$24.7K - $25.3K
|
3.46K
$365K
|
|
|
May 06, 2021
Q1 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-299- 4.54% |
$34.3K - $35.2K
|
6.29K
$663K
|
|
|
Apr 14, 2021
Q1 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-319- 13.38% |
$36.6K - $37.5K
|
2.07K
$218K
|
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-387- 1.53% |
$44.4K - $45.5K
|
25K
$2.63M
|
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
SELL
|
- |
-467- 2.38% |
$53.6K - $54.9K
|
19.1K
$2.02M
|
|
|
Apr 30, 2021
Q1 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-473- 0.82% |
$54.3K - $55.6K
|
56.9K
$6.01M
|
|
|
Apr 09, 2021
Q1 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-476- 1.59% |
$54.6K - $56K
|
29.4K
$3.1M
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 4.6% |
$57.4K - $58.8K
|
10.4K
$1.09M
|
|
|
Apr 14, 2021
Q1 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-522- 1.97% |
$59.9K - $61.4K
|
26K
$2.74M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-533- 2.66% |
$61.2K - $62.7K
|
19.5K
$2.05M
|
|
|
Apr 06, 2021
Q1 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-535- 2.09% |
$61.4K - $62.9K
|
25.1K
$2.64M
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-541- 22.02% |
$62.1K - $63.6K
|
1.92K
$202K
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-755- 2.74% |
$86.7K - $88.8K
|
26.8K
$2.83M
|
|
|
Apr 28, 2021
Q1 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-775- 15.34% |
$89K - $91.1K
|
4.28K
$451K
|
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-886- 58.02% |
$102K - $104K
|
641
$67.6K
|
|
|
May 04, 2021
Q1 2021
|
Mjp Associates Inc
|
SELL
|
- |
-915- 3.24% |
$105K - $108K
|
27.4K
$2.89M
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-918- 3.7% |
$105K - $108K
|
23.9K
$2.52M
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.04KClosed |
$119K - $122K
|
0
$0
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.06KClosed |
$122K - $125K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.2K- 42.78% |
$138K - $141K
|
1.61K
$170K
|
|
|
Apr 05, 2021
Q1 2021
|
Fc Advisory LLC
|
SELL
|
- |
-1.22K- 13.46% |
$140K - $144K
|
7.86K
$829K
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.48KClosed |
$170K - $174K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.71KClosed |
$196K - $200K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.92K- 25.82% |
$221K - $226K
|
5.53K
$583K
|
|
|
Apr 14, 2021
Q1 2021
|
Community Trust & Investment CO
|
SELL
|
- |
-1.97KClosed |
$226K - $231K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.06KClosed |
$236K - $242K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-2.2K- 42.31% |
$253K - $259K
|
3K
$316K
|
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
SELL
|
- |
-2.21K- 2.99% |
$254K - $260K
|
71.7K
$7.56M
|
|
|
Apr 15, 2021
Q1 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-2.41K- 2.82% |
$277K - $284K
|
83.2K
$8.77M
|
|
|
May 06, 2021
Q1 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-2.56KClosed |
$294K - $301K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.56K- 2.76% |
$294K - $301K
|
90.3K
$9.53M
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.58KClosed |
$296K - $303K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-3.01K- 2.99% |
$345K - $354K
|
97.6K
$10.3M
|
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
SELL
|
- |
-3.57K- 14.47% |
$410K - $420K
|
21.1K
$2.23M
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.26K- 3.72% |
$489K - $501K
|
110K
$11.6M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.62K- 61.45% |
$531K - $544K
|
2.9K
$306K
|