Purchases and Sales Made in Q4 2020 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2021
Q4 2020
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
260K+ 5283.93% |
$30.4M - $30.6M
|
265K
$27.7M
|
|
|
Feb 11, 2021
Q4 2020
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
162KNew |
$18.9M - $19.1M
|
162K
$16.9M
|
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
117K+ 6.16% |
$13.6M - $13.7M
|
2.01M
$210M
|
|
|
Feb 08, 2021
Q4 2020
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
96.2K+ 13.67% |
$11.3M - $11.3M
|
800K
$83.6M
|
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.7K+ 9.81% |
$8.97M - $9.03M
|
859K
$89.7M
|
|
|
Feb 12, 2021
Q4 2020
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
67.6KNew |
$7.91M - $7.96M
|
67.6K
$7.06M
|
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
50.9KNew |
$5.95M - $5.99M
|
50.9K
$5.32M
|
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49.6K+ 12.9% |
$5.81M - $5.84M
|
434K
$45.4M
|
|
|
Jan 13, 2021
Q4 2020
|
First Citizens Bank & Trust CO
|
BUY
|
- |
34.2K+ 16.05% |
$4M - $4.03M
|
247K
$25.9M
|
|
|
Feb 03, 2021
Q4 2020
|
Meritage Portfolio Management
|
BUY
|
- |
34K+ 23.08% |
$3.97M - $4M
|
181K
$18.9M
|
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
30K+ 4.28% |
$3.51M - $3.53M
|
731K
$76.4M
|
|
|
Jan 27, 2021
Q4 2020
|
Mjp Associates Inc
|
BUY
|
- |
28.3KNew |
$3.31M - $3.33M
|
28.3K
$2.95M
|
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
BUY
|
- |
27.3K+ 31.04% |
$3.2M - $3.22M
|
115K
$12.1M
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO
|
BUY
|
- |
25.6K+ 97.29% |
$3M - $3.02M
|
52K
$5.43M
|
|
|
Feb 12, 2021
Q4 2020
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
20.5K+ 5.35% |
$2.4M - $2.42M
|
404K
$42.2M
|
|
|
Feb 09, 2021
Q4 2020
|
Washington Trust CO
|
BUY
|
- |
18.3K+ 15.44% |
$2.15M - $2.16M
|
137K
$14.3M
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
17K+ 9.66% |
$1.98M - $2M
|
193K
$20.1M
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
BUY
|
- |
16K+ 17.16% |
$1.88M - $1.89M
|
110K
$11.5M
|
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.8K+ 37.51% |
$1.85M - $1.87M
|
58.1K
$6.07M
|
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.6K+ 13.82% |
$1.82M - $1.83M
|
128K
$13.4M
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.2K+ 9.82% |
$1.54M - $1.55M
|
147K
$15.4M
|
|
|
Feb 10, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
12.5K+ 20.44% |
$1.47M - $1.48M
|
73.9K
$7.72M
|
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
BUY
|
- |
12.5K+ 10.99% |
$1.46M - $1.47M
|
126K
$13.2M
|
|
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.2K+ 10.42% |
$1.43M - $1.44M
|
129K
$13.5M
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
11.5K+ 71.03% |
$1.34M - $1.35M
|
27.6K
$2.88M
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2K+ 8887.83% |
$1.2M - $1.2M
|
10.3K
$1.08M
|
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
BUY
|
- |
9.91K+ 6.54% |
$1.16M - $1.17M
|
161K
$16.9M
|
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.33K+ 46.19% |
$974K - $980K
|
26.4K
$2.75M
|
|
|
Feb 12, 2021
Q4 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.95K+ 3.1% |
$930K - $935K
|
264K
$27.6M
|
|
|
Feb 05, 2021
Q4 2020
|
Graypoint LLC
|
BUY
|
- |
7.77K+ 5.47% |
$909K - $914K
|
150K
$15.7M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.53KNew |
$880K - $886K
|
7.53K
$786K
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.7K+ 33.51% |
$783K - $788K
|
26.7K
$2.79M
|
|
|
Feb 02, 2021
Q4 2020
|
Trust CO Of Virginia
|
BUY
|
- |
6.51K+ 8.64% |
$762K - $766K
|
81.9K
$8.55M
|
|
|
Jan 28, 2021
Q4 2020
|
Comerica Bank
|
BUY
|
- |
6.48K+ 7.99% |
$758K - $763K
|
87.6K
$9.16M
|
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
6.03K+ 314.67% |
$705K - $710K
|
7.95K
$830K
|
|
|
Feb 11, 2021
Q4 2020
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.6KNew |
$655K - $659K
|
5.6K
$585K
|
|
|
Jan 28, 2021
Q4 2020
|
Smith, Salley & Associates
|
BUY
|
- |
5.19K+ 9.94% |
$607K - $611K
|
57.4K
$6M
|
|
|
Jan 12, 2021
Q4 2020
|
First Hawaiian Bank
|
BUY
|
- |
4.91K+ 101.01% |
$574K - $577K
|
9.76K
$1.02M
|
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.6K+ 2.02% |
$538K - $542K
|
232K
$24.3M
|
|
|
Feb 02, 2021
Q4 2020
|
Patten Group, Inc.
|
BUY
|
- |
4.44K+ 80.86% |
$519K - $522K
|
9.92K
$1.04M
|
|
|
Feb 18, 2021
Q4 2020
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.27K+ 132.42% |
$499K - $502K
|
7.49K
$783K
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.81K+ 3.44% |
$445K - $448K
|
115K
$12M
|
|
|
Feb 10, 2021
Q4 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.75KNew |
$439K - $442K
|
3.75K
$392K
|
|
|
Feb 01, 2021
Q4 2020
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.57KNew |
$418K - $420K
|
3.57K
$373K
|
|
|
Feb 05, 2021
Q4 2020
|
1 St Source Bank
|
BUY
|
- |
3.38K+ 12.38% |
$396K - $398K
|
30.7K
$3.21M
|
|
|
Feb 01, 2021
Q4 2020
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.08K+ 99.94% |
$360K - $362K
|
6.16K
$644K
|
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 22.89% |
$329K - $331K
|
15.1K
$1.58M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.69K+ 4.77% |
$315K - $317K
|
59.1K
$6.18M
|
|
|
Feb 08, 2021
Q4 2020
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.68K+ 7.39% |
$314K - $316K
|
39K
$4.07M
|
|
|
Feb 16, 2021
Q4 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$302K - $303K
|
2.58K
$269K
|