Purchases and Sales Made in Q2 2021 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.66K+ 2.41% |
$306K - $309K
|
113K
$11.8M
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
2.28K+ 4.01% |
$262K - $265K
|
59.2K
$6.19M
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.06KNew |
$237K - $239K
|
2.06K
$215K
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.86KNew |
$213K - $215K
|
1.86K
$194K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.84K+ 14.44% |
$212K - $214K
|
14.6K
$1.53M
|
|
|
Aug 03, 2021
Q2 2021
|
1 St Source Bank
|
BUY
|
- |
1.83K+ 7.32% |
$210K - $212K
|
26.8K
$2.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.77KNew |
$204K - $205K
|
1.77K
$185K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.53K+ 2.49% |
$175K - $177K
|
62.8K
$6.57M
|
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.51K+ 6.21% |
$174K - $176K
|
25.9K
$2.71M
|
|
|
Aug 10, 2021
Q2 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.5K+ 11.97% |
$172K - $174K
|
14K
$1.46M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.26K+ 9.21% |
$145K - $146K
|
15K
$1.56M
|
|
|
Jul 27, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
1.2K+ 74.77% |
$138K - $140K
|
2.81K
$294K
|
|
|
Aug 02, 2021
Q2 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.18K+ 17.56% |
$135K - $136K
|
7.88K
$823K
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.12K+ 167.51% |
$129K - $130K
|
1.8K
$188K
|
|
|
Aug 16, 2021
Q2 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.11K+ 0.9% |
$127K - $128K
|
124K
$13M
|
|
|
Jul 28, 2021
Q2 2021
|
Howland Capital Management LLC
|
BUY
|
- |
951+ 7.81% |
$109K - $110K
|
13.1K
$1.37M
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
780+ 60.42% |
$89.6K - $90.5K
|
2.07K
$216K
|
|
|
Jul 14, 2021
Q2 2021
|
Mjp Associates Inc
|
BUY
|
- |
772+ 2.82% |
$88.7K - $89.5K
|
28.1K
$2.94M
|
|
|
Nov 14, 2024
Q2 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
742+ 22.06% |
$85.3K - $86K
|
4.11K
$429K
|
|
|
Jul 15, 2021
Q2 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
660+ 7.74% |
$75.8K - $76.5K
|
9.19K
$960K
|
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
600+ 23.02% |
$68.9K - $69.6K
|
3.21K
$335K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
554+ 0.85% |
$63.7K - $64.2K
|
65.5K
$6.85M
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
515+ 1.05% |
$59.2K - $59.7K
|
49.8K
$5.2M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
461+ 3.07% |
$53K - $53.5K
|
15.5K
$1.62M
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
399+ 1.6% |
$45.8K - $46.3K
|
25.4K
$2.65M
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
387+ 11.35% |
$44.5K - $44.9K
|
3.8K
$397K
|
|
|
Aug 03, 2021
Q2 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
365+ 5.59% |
$41.9K - $42.3K
|
6.9K
$721K
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
162+ 7.89% |
$18.6K - $18.8K
|
2.21K
$231K
|
|
|
Aug 09, 2021
Q2 2021
|
Hancock Whitney Corp
|
BUY
|
- |
115+ 3.54% |
$13.2K - $13.3K
|
3.36K
$351K
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
112+ 5.42% |
$12.9K - $13K
|
2.18K
$228K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
105+ 16.36% |
$12.1K - $12.2K
|
747
$78.1K
|
|
|
Jul 07, 2021
Q2 2021
|
S.A. Mason LLC
|
BUY
|
- |
100+ 7.25% |
$11.5K - $11.6K
|
1.48K
$155K
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
BUY
|
- |
85+ 0.34% |
$9.77K - $9.86K
|
25.3K
$2.64M
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$5.17K - $5.22K
|
45
$4.7K
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 25.74% |
$4.02K - $4.06K
|
171
$17.9K
|
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
32+ 0.93% |
$3.68K - $3.71K
|
3.49K
$365K
|
|
|
Jul 15, 2021
Q2 2021
|
Fc Advisory LLC
|
BUY
|
- |
25+ 0.32% |
$2.87K - $2.9K
|
7.88K
$824K
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12+ 0.42% |
$1.38K - $1.39K
|
2.85K
$298K
|
|
|
Jul 06, 2021
Q2 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
8+ 0.33% |
$919 - $928
|
2.41K
$252K
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.11% |
$230 - $232
|
1.85K
$193K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-5- 0.23% |
$575 - $580
|
2.15K
$224K
|
|
|
Jul 21, 2021
Q2 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-12- 0.28% |
$1.38K - $1.39K
|
4.26K
$446K
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-27Closed |
$3.1K - $3.13K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-32- 0.66% |
$3.68K - $3.71K
|
4.8K
$501K
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-52- 1.46% |
$5.97K - $6.03K
|
3.51K
$367K
|
|
|
Aug 04, 2021
Q2 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-60Closed |
$6.89K - $6.96K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-73- 11.64% |
$8.39K - $8.47K
|
554
$57.9K
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-78- 8.84% |
$8.96K - $9.05K
|
804
$84K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-85- 0.82% |
$9.77K - $9.86K
|
10.3K
$1.07M
|