Purchases and Sales Made in Q2 2025 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q2 2025. 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 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
526K+ 28.39% |
$55.1M - $56.1M
|
2.38M
$253M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
118KNew |
$12.4M - $12.6M
|
118K
$12.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
25.8K+ 30.72% |
$2.71M - $2.76M
|
110K
$11.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
14.3K+ 108.0% |
$1.5M - $1.53M
|
27.6K
$2.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
13.3K+ 3.36% |
$1.39M - $1.42M
|
409K
$43.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
10.4K+ 10.94% |
$1.09M - $1.11M
|
105K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.44KNew |
$885K - $901K
|
8.44K
$897K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
8.04KNew |
$843K - $858K
|
8.04K
$854K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.68K+ 3.72% |
$805K - $820K
|
214K
$22.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
6.32K+ 8.73% |
$663K - $675K
|
78.8K
$8.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
5.44KNew |
$570K - $581K
|
5.44K
$578K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
3.81K+ 2.2% |
$399K - $407K
|
177K
$18.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.32K+ 3.32% |
$348K - $354K
|
103K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.05K+ 3.08% |
$320K - $326K
|
102K
$10.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 4.59% |
$299K - $305K
|
65K
$6.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.45KNew |
$257K - $262K
|
2.45K
$260K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.41K+ 6.0% |
$253K - $258K
|
42.6K
$4.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
2.26K+ 22.68% |
$237K - $242K
|
12.2K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.22K+ 35.23% |
$232K - $237K
|
8.5K
$904K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.16K+ 23.31% |
$226K - $231K
|
11.4K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.09KNew |
$219K - $223K
|
2.09K
$222K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.99K+ 21.15% |
$208K - $212K
|
11.4K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.95K+ 1.46% |
$204K - $208K
|
135K
$14.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.26K+ 3.05% |
$132K - $135K
|
42.7K
$4.54M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1K+ 11.15% |
$105K - $107K
|
9.99K
$1.06M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
923+ 6.86% |
$96.7K - $98.6K
|
14.4K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
405New |
$42.5K - $43.2K
|
405
$43K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
383+ 24.24% |
$40.1K - $40.9K
|
1.96K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
380+ 122.19% |
$39.8K - $40.6K
|
691
$73.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
187+ 6.32% |
$19.6K - $20K
|
3.14K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
114+ 2.27% |
$11.9K - $12.2K
|
5.13K
$545K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
75+ 2.02% |
$7.86K - $8.01K
|
3.79K
$403K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
42+ 0.88% |
$4.4K - $4.49K
|
4.79K
$509K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
25+ 0.14% |
$2.62K - $2.67K
|
17.9K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13+ 0.01% |
$1.36K - $1.39K
|
92.8K
$9.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.51% |
$629 - $641
|
1.19K
$126K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4+ 0.02% |
$419 - $427
|
17.4K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3+ 0.11% |
$314 - $320
|
2.84K
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.28% |
$105 - $107
|
359
$38.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.05% |
$105 - $107
|
2.2K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.3% |
$629 - $641
|
2.02K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17- 3.05% |
$1.78K - $1.82K
|
540
$57.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-20- 1.48% |
$2.1K - $2.14K
|
1.33K
$141K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23- 3.11% |
$2.41K - $2.46K
|
716
$76.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-50- 2.56% |
$5.24K - $5.34K
|
1.9K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-186- 7.97% |
$19.5K - $19.9K
|
2.15K
$228K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-199- 0.41% |
$20.9K - $21.3K
|
48.3K
$5.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-234- 6.6% |
$24.5K - $25K
|
3.31K
$352K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-240- 1.37% |
$25.2K - $25.6K
|
17.3K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-461- 7.65% |
$48.3K - $49.2K
|
5.57K
$592K
|