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 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.82K- 14.21% |
$925K - $942K
|
53.3K
$5.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-9.67K- 3.1% |
$1.01M - $1.03M
|
302K
$32.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.5K- 9.07% |
$1.1M - $1.12M
|
105K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-10.8K- 12.49% |
$1.13M - $1.15M
|
75.7K
$8.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11.6K- 6.83% |
$1.22M - $1.24M
|
159K
$17.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-11.8K- 24.46% |
$1.24M - $1.26M
|
36.4K
$3.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-11.8K- 60.78% |
$1.24M - $1.26M
|
7.62K
$823K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-14.8K- 4.95% |
$1.55M - $1.58M
|
284K
$30.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.9K- 43.99% |
$1.67M - $1.7M
|
20.2K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-16.1K- 46.54% |
$1.68M - $1.72M
|
18.5K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-22.2K- 5.92% |
$2.33M - $2.38M
|
354K
$38.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-22.6K- 9.08% |
$2.37M - $2.41M
|
226K
$24.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-23.1K- 2.01% |
$2.42M - $2.47M
|
1.13M
$121M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-30.3K- 7.59% |
$3.17M - $3.23M
|
369K
$39.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-31.9K- 38.49% |
$3.34M - $3.4M
|
50.9K
$5.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.8K- 17.04% |
$4.07M - $4.14M
|
189K
$20.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-43.5K- 5.44% |
$4.56M - $4.64M
|
756K
$81.6M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-53.3K- 49.72% |
$5.58M - $5.69M
|
53.9K
$5.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-56.9K- 75.22% |
$5.97M - $6.08M
|
18.8K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.2K- 78.32% |
$6.84M - $6.97M
|
18.1K
$1.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-79.1K- 7.0% |
$8.29M - $8.44M
|
1.05M
$113M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93.6K- 15.73% |
$9.81M - $9.99M
|
501K
$54.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-182K- 9.78% |
$19.1M - $19.4M
|
1.68M
$181M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-191K- 10.44% |
$20M - $20.4M
|
1.63M
$176M
|