Purchases and Sales Made in Q3 2020 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2020
Q3 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
9+ 0.38% |
$1.06K - $1.07K
|
2.38K
$249K
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
3+ 0.01% |
$353 - $355
|
20K
$2.09M
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 5.0% |
$118 - $118
|
21
$2.19K
|
|
|
Oct 15, 2020
Q3 2020
|
Riverview Trust CO
|
SELL
|
- |
-6- 0.7% |
$705 - $710
|
853
$89.1K
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 2.97% |
$823 - $828
|
229
$23.9K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8Closed |
$940 - $947
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-9- 0.13% |
$1.06K - $1.07K
|
7.04K
$736K
|
|
|
Nov 17, 2020
Q3 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10- 0.13% |
$1.18K - $1.18K
|
7.68K
$803K
|
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11- 0.54% |
$1.29K - $1.3K
|
2.01K
$210K
|
|
|
Nov 10, 2020
Q3 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-65- 1.21% |
$7.64K - $7.69K
|
5.3K
$554K
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-69Closed |
$8.11K - $8.17K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-71Closed |
$8.35K - $8.4K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-95- 1.42% |
$11.2K - $11.2K
|
6.58K
$688K
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-125- 0.11% |
$14.7K - $14.8K
|
111K
$11.6M
|
|
|
Oct 29, 2020
Q3 2020
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-150- 6.42% |
$17.6K - $17.8K
|
2.19K
$228K
|
|
|
Nov 13, 2020
Q3 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-155- 1.31% |
$18.2K - $18.3K
|
11.7K
$1.22M
|
|
|
Nov 13, 2020
Q3 2020
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-178- 0.78% |
$20.9K - $21.1K
|
22.8K
$2.38M
|
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
SELL
|
- |
-302- 0.38% |
$35.5K - $35.7K
|
80K
$8.37M
|
|
|
Nov 16, 2020
Q3 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-307Closed |
$36.1K - $36.3K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-332- 66.4% |
$39K - $39.3K
|
168
$17.6K
|
|
|
Nov 03, 2020
Q3 2020
|
Community Bank, N.A.
|
SELL
|
- |
-360- 59.02% |
$42.3K - $42.6K
|
250
$26.1K
|
|
|
Nov 09, 2020
Q3 2020
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-377- 6.42% |
$44.3K - $44.6K
|
5.49K
$574K
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-394Closed |
$46.3K - $46.6K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-400- 11.67% |
$47K - $47.3K
|
3.03K
$317K
|
|
|
Oct 19, 2020
Q3 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-494- 1.86% |
$58.1K - $58.5K
|
26.1K
$2.73M
|
|
|
Oct 15, 2020
Q3 2020
|
Regions Financial Corp
|
SELL
|
- |
-525- 2.77% |
$61.7K - $62.1K
|
18.4K
$1.92M
|
|
|
Nov 13, 2020
Q3 2020
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-617- 11.27% |
$72.5K - $73K
|
4.86K
$508K
|
|
|
Nov 03, 2020
Q3 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-652- 17.0% |
$76.6K - $77.2K
|
3.18K
$333K
|
|
|
Oct 30, 2020
Q3 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.06K- 51.94% |
$124K - $125K
|
979
$102K
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.26KClosed |
$148K - $149K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.37KClosed |
$160K - $162K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.47K- 4.56% |
$172K - $173K
|
30.7K
$3.2M
|
|
|
Nov 13, 2020
Q3 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.66K- 14.99% |
$195K - $197K
|
9.43K
$985K
|
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.71KClosed |
$200K - $202K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-1.71K- 89.46% |
$201K - $203K
|
202
$21.1K
|
|
|
Nov 10, 2020
Q3 2020
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.73KClosed |
$203K - $205K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Covington Capital Management
|
SELL
|
- |
-1.93K- 43.65% |
$227K - $228K
|
2.49K
$260K
|
|
|
Nov 13, 2020
Q3 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.95KClosed |
$230K - $231K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.46KClosed |
$289K - $291K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Windsor Group LTD
|
SELL
|
- |
-2.52K- 11.14% |
$296K - $298K
|
20.1K
$2.1M
|
|
|
Oct 29, 2020
Q3 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.58KClosed |
$304K - $306K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
First National Trust CO
|
SELL
|
- |
-2.63K- 9.49% |
$309K - $311K
|
25.1K
$2.62M
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
SELL
|
- |
-2.88K- 15.16% |
$339K - $341K
|
16.1K
$1.69M
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.95K- 16.37% |
$347K - $349K
|
15.1K
$1.57M
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-3.84K- 17.34% |
$451K - $454K
|
18.3K
$1.91M
|
|
|
Nov 10, 2020
Q3 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.25KClosed |
$499K - $502K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.78K- 11.64% |
$561K - $565K
|
36.3K
$3.79M
|
|
|
Nov 12, 2020
Q3 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.47K- 21.34% |
$761K - $766K
|
23.8K
$2.49M
|
|
|
Nov 02, 2020
Q3 2020
|
Graypoint LLC
|
SELL
|
- |
-6.52K- 4.39% |
$766K - $772K
|
142K
$14.9M
|
|
|
Nov 12, 2020
Q3 2020
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.56K- 8.24% |
$888K - $894K
|
84.1K
$8.79M
|