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 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-186- 7.97% |
$19.5K - $19.9K
|
2.15K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-199- 0.41% |
$20.9K - $21.3K
|
48.3K
$5.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-234- 6.6% |
$24.5K - $25K
|
3.31K
$357K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-240- 1.37% |
$25.2K - $25.6K
|
17.3K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-256- 1.37% |
$26.8K - $27.3K
|
18.4K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-263- 7.95% |
$27.6K - $28.1K
|
3.04K
$329K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-311- 2.38% |
$32.6K - $33.2K
|
12.8K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-417- 0.07% |
$43.7K - $44.5K
|
607K
$65.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-461- 7.65% |
$48.3K - $49.2K
|
5.57K
$601K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-466- 15.22% |
$48.8K - $49.8K
|
2.6K
$280K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-492- 16.31% |
$51.6K - $52.5K
|
2.52K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 62.5% |
$52.4K - $53.4K
|
300
$32.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-752- 9.17% |
$78.8K - $80.3K
|
7.45K
$804K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-828- 5.2% |
$86.8K - $88.4K
|
15.1K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-850- 22.22% |
$89.1K - $90.8K
|
2.98K
$321K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-862- 21.23% |
$90.4K - $92.1K
|
3.2K
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-878- 12.22% |
$92K - $93.8K
|
6.31K
$681K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-890- 83.57% |
$93.3K - $95K
|
175
$18.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-907- 10.91% |
$95.1K - $96.9K
|
7.41K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-957- 2.46% |
$100K - $102K
|
37.9K
$4.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-965- 2.02% |
$101K - $103K
|
46.8K
$5.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.03K- 11.33% |
$108K - $110K
|
8.09K
$873K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.04K- 13.69% |
$109K - $111K
|
6.57K
$709K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-1.1K- 6.22% |
$115K - $117K
|
16.6K
$1.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.18K- 1.56% |
$124K - $126K
|
74.6K
$8.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.47K- 1.23% |
$155K - $157K
|
119K
$12.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.7K- 15.39% |
$178K - $181K
|
9.34K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.71K- 0.96% |
$179K - $182K
|
176K
$19M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.72K- 2.0% |
$180K - $183K
|
84.2K
$9.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.02K- 3.77% |
$212K - $216K
|
51.6K
$5.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.24K- 33.8% |
$235K - $239K
|
4.39K
$474K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.36K- 28.39% |
$247K - $252K
|
5.95K
$642K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-2.4K- 97.01% |
$251K - $256K
|
74
$7.99K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.42K- 8.04% |
$254K - $259K
|
27.7K
$2.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.5K- 25.0% |
$262K - $267K
|
7.5K
$809K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-2.5K- 25.0% |
$262K - $267K
|
7.5K
$809K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-2.55K- 5.27% |
$267K - $272K
|
45.8K
$4.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.65K- 3.12% |
$278K - $283K
|
82.4K
$8.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-2.82K- 7.77% |
$295K - $301K
|
33.4K
$3.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.93K- 2.47% |
$307K - $313K
|
116K
$12.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-2.95K- 1.9% |
$309K - $315K
|
152K
$16.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.16K- 13.13% |
$331K - $338K
|
20.9K
$2.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.43K- 1.85% |
$360K - $366K
|
182K
$19.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.36K- 9.04% |
$457K - $465K
|
43.8K
$4.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.01K- 10.91% |
$525K - $535K
|
40.9K
$4.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-5.22K- 1.91% |
$547K - $557K
|
268K
$28.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.46K- 38.48% |
$572K - $583K
|
8.72K
$941K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-6.91K- 53.77% |
$724K - $738K
|
5.94K
$641K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.88K- 18.57% |
$825K - $841K
|
34.5K
$3.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.54K- 21.26% |
$896K - $912K
|
31.6K
$3.41M
|