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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
455+ 9.33% |
$47.7K - $48.6K
|
5.33K
$576K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
412+ 0.68% |
$43.2K - $44K
|
60.6K
$6.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
405New |
$42.5K - $43.2K
|
405
$43.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
383+ 24.24% |
$40.1K - $40.9K
|
1.96K
$212K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
380+ 122.19% |
$39.8K - $40.6K
|
691
$74.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
333+ 0.28% |
$34.9K - $35.6K
|
119K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
330+ 0.57% |
$34.6K - $35.2K
|
58.3K
$6.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
317+ 5.47% |
$33.2K - $33.9K
|
6.11K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
246+ 1.39% |
$25.8K - $26.3K
|
17.9K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
217+ 0.11% |
$22.7K - $23.2K
|
199K
$21.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
216+ 4.44% |
$22.6K - $23.1K
|
5.08K
$548K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
187+ 6.32% |
$19.6K - $20K
|
3.14K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
166+ 3.23% |
$17.4K - $17.7K
|
5.31K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
165+ 4.41% |
$17.3K - $17.6K
|
3.91K
$422K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
114+ 2.27% |
$11.9K - $12.2K
|
5.13K
$554K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
104+ 0.14% |
$10.9K - $11.1K
|
74.7K
$8.06M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
83New |
$8.7K - $8.86K
|
83
$8.96K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
75+ 2.02% |
$7.86K - $8.01K
|
3.79K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
47+ 0.92% |
$4.93K - $5.02K
|
5.15K
$555K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
42+ 0.88% |
$4.4K - $4.49K
|
4.79K
$517K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
29+ 0.37% |
$3.04K - $3.1K
|
7.83K
$845K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
25+ 0.14% |
$2.62K - $2.67K
|
17.9K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.59% |
$2.52K - $2.56K
|
4.13K
$445K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
20+ 0.24% |
$2.1K - $2.14K
|
8.5K
$917K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13+ 0.01% |
$1.36K - $1.39K
|
92.8K
$10M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.51% |
$629 - $641
|
1.19K
$128K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4+ 0.02% |
$419 - $427
|
17.4K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3+ 0.11% |
$314 - $320
|
2.84K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.05% |
$105 - $107
|
2.2K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.28% |
$105 - $107
|
359
$38.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.96% |
$105 - $107
|
52
$5.61K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 1.09% |
$105 - $107
|
93
$10K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.56% |
$105 - $107
|
65
$7.02K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 33.33% |
$105 - $107
|
2
$216
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.3% |
$629 - $641
|
2.02K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17- 3.05% |
$1.78K - $1.82K
|
540
$58.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-20- 1.48% |
$2.1K - $2.14K
|
1.33K
$144K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23- 3.11% |
$2.41K - $2.46K
|
716
$77.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-24- 30.0% |
$2.52K - $2.56K
|
56
$6.04K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-34- 0.97% |
$3.56K - $3.63K
|
3.46K
$373K
|
|
|
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
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-54- 0.18% |
$5.66K - $5.77K
|
29.3K
$3.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-63- 0.8% |
$6.6K - $6.73K
|
7.78K
$840K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-113- 0.32% |
$11.8K - $12.1K
|
34.7K
$3.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-116- 5.4% |
$12.2K - $12.4K
|
2.03K
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-125- 13.89% |
$13.1K - $13.3K
|
775
$83.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-125- 0.67% |
$13.1K - $13.3K
|
18.4K
$1.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-135- 0.74% |
$14.2K - $14.4K
|
18.2K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-182- 2.47% |
$19.1K - $19.4K
|
7.19K
$776K
|