Purchases and Sales Made in Q2 2023 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-777- 0.89% |
$79.9K - $81.8K
|
86.2K
$9.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-799- 13.37% |
$82.2K - $84.1K
|
5.18K
$542K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-863- 54.17% |
$88.7K - $90.8K
|
730
$76.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1K- 9.52% |
$103K - $105K
|
9.5K
$996K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 14.58% |
$117K - $119K
|
6.64K
$696K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.17K- 1.3% |
$121K - $123K
|
89.2K
$9.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.18K- 1.38% |
$121K - $124K
|
84.3K
$8.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.26K- 23.26% |
$129K - $132K
|
4.14K
$434K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.36K- 39.99% |
$140K - $143K
|
2.04K
$214K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.37K- 73.83% |
$141K - $144K
|
485
$50.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.45K- 12.14% |
$149K - $153K
|
10.5K
$1.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.45K- 25.23% |
$149K - $153K
|
4.3K
$451K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.49K- 32.09% |
$153K - $157K
|
3.15K
$330K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.64K- 20.56% |
$168K - $172K
|
6.32K
$663K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 45.32% |
$185K - $189K
|
2.17K
$227K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.88K- 1.64% |
$193K - $197K
|
112K
$11.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.17K- 1.64% |
$223K - $229K
|
130K
$13.6M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.38K- 33.67% |
$244K - $250K
|
4.68K
$491K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.43K- 48.31% |
$250K - $256K
|
2.6K
$273K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.47K- 16.61% |
$254K - $260K
|
12.4K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.68K- 2.73% |
$276K - $282K
|
95.6K
$10M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.71K- 25.97% |
$278K - $285K
|
7.72K
$809K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.78K- 2.73% |
$285K - $292K
|
98.8K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.82K- 4.88% |
$290K - $297K
|
54.9K
$5.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-3.02K- 7.61% |
$311K - $318K
|
36.7K
$3.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.6K- 7.46% |
$370K - $379K
|
44.7K
$4.68M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.63K- 1.35% |
$373K - $382K
|
266K
$27.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4K- 1.84% |
$411K - $421K
|
213K
$22.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.19K- 10.87% |
$431K - $441K
|
34.3K
$3.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-4.7K- 2.79% |
$484K - $495K
|
164K
$17.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.72K- 2.39% |
$486K - $497K
|
193K
$20.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-5.15K- 8.11% |
$530K - $542K
|
58.3K
$6.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-6K- 70.59% |
$617K - $631K
|
2.5K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.52K- 9.26% |
$774K - $792K
|
73.7K
$7.72M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.84K- 6.79% |
$806K - $825K
|
108K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.31K- 34.56% |
$854K - $874K
|
15.7K
$1.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8.63K- 10.86% |
$887K - $908K
|
70.8K
$7.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.35K- 6.31% |
$962K - $984K
|
139K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.93K- 0.53% |
$1.02M - $1.04M
|
1.88M
$197M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.1K- 5.27% |
$1.04M - $1.07M
|
182K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.3K- 6.54% |
$1.06M - $1.09M
|
148K
$15.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-10.5K- 1.02% |
$1.07M - $1.1M
|
1.01M
$106M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-13.4K- 46.55% |
$1.37M - $1.41M
|
15.3K
$1.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-13.7K- 9.31% |
$1.41M - $1.45M
|
134K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.8K- 21.98% |
$1.53M - $1.56M
|
52.7K
$5.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-19.6K- 3.19% |
$2.01M - $2.06M
|
593K
$62.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-21.3K- 12.59% |
$2.19M - $2.24M
|
148K
$15.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-22.5K- 2.71% |
$2.32M - $2.37M
|
809K
$84.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-24.2K- 87.1% |
$2.49M - $2.54M
|
3.58K
$375K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-27.3K- 8.63% |
$2.81M - $2.87M
|
289K
$30.3M
|