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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2021
Q4 2020
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.39KNew |
$279K - $281K
|
2.39K
$249K
|
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.22K+ 10.87% |
$260K - $261K
|
22.6K
$2.37M
|
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.12K+ 12.36% |
$248K - $250K
|
19.3K
$2.01M
|
|
|
Feb 10, 2021
Q4 2020
|
Meridian Management CO
|
BUY
|
- |
2.05K+ 1.01% |
$240K - $242K
|
206K
$21.5M
|
|
|
Jan 26, 2021
Q4 2020
|
Community Trust & Investment CO
|
BUY
|
- |
1.97KNew |
$230K - $232K
|
1.97K
$206K
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
1.83K+ 10.03% |
$215K - $216K
|
20.1K
$2.1M
|
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.71KNew |
$199K - $201K
|
1.71K
$178K
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.59K+ 52.49% |
$186K - $187K
|
4.62K
$483K
|
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.53K+ 13.49% |
$179K - $180K
|
12.9K
$1.34M
|
|
|
Jan 15, 2021
Q4 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.5K+ 128.42% |
$175K - $177K
|
2.67K
$279K
|
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.48KNew |
$173K - $174K
|
1.48K
$155K
|
|
|
Feb 16, 2021
Q4 2020
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.4K+ 26.67% |
$164K - $165K
|
6.65K
$695K
|
|
|
Feb 04, 2021
Q4 2020
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.33K+ 30.66% |
$155K - $156K
|
5.65K
$590K
|
|
|
Feb 09, 2021
Q4 2020
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3K+ 21.94% |
$152K - $153K
|
7.23K
$755K
|
|
|
Feb 02, 2021
Q4 2020
|
S.A. Mason LLC
|
BUY
|
- |
1.28KNew |
$150K - $151K
|
1.28K
$134K
|
|
|
Feb 09, 2021
Q4 2020
|
Keybank National Association
|
BUY
|
- |
1.2K+ 0.13% |
$140K - $141K
|
903K
$94.3M
|
|
|
Feb 05, 2021
Q4 2020
|
Regions Financial Corp
|
BUY
|
- |
1.19K+ 6.48% |
$140K - $141K
|
19.6K
$2.05M
|
|
|
Feb 01, 2021
Q4 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.08K+ 0.83% |
$126K - $127K
|
131K
$13.6M
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.03K+ 1.85% |
$120K - $121K
|
56.4K
$5.89M
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
1.01KNew |
$118K - $118K
|
1.01K
$105K
|
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
956+ 6.35% |
$112K - $113K
|
16K
$1.67M
|
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
950+ 51.46% |
$111K - $112K
|
2.8K
$292K
|
|
|
Feb 12, 2021
Q4 2020
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
908+ 0.87% |
$106K - $107K
|
105K
$10.9M
|
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
784New |
$91.7K - $92.3K
|
784
$81.9K
|
|
|
Jan 26, 2021
Q4 2020
|
Fc Advisory LLC
|
BUY
|
- |
690+ 8.22% |
$80.7K - $81.2K
|
9.08K
$949K
|
|
|
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
641New |
$75K - $75.5K
|
641
$67K
|
|
|
Jan 19, 2021
Q4 2020
|
Townsend & Associates, Inc
|
BUY
|
- |
629+ 4.28% |
$73.6K - $74K
|
15.3K
$1.6M
|
|
|
Feb 11, 2021
Q4 2020
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
601+ 6.38% |
$70.3K - $70.7K
|
10K
$1.05M
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
460+ 12.1% |
$53.8K - $54.1K
|
4.26K
$445K
|
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
BUY
|
- |
424+ 0.36% |
$49.6K - $49.9K
|
117K
$12.2M
|
|
|
Jan 20, 2021
Q4 2020
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
350+ 1.34% |
$40.9K - $41.2K
|
26.5K
$2.77M
|
|
|
Feb 12, 2021
Q4 2020
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
279+ 1.25% |
$32.6K - $32.8K
|
22.6K
$2.36M
|
|
|
Feb 09, 2021
Q4 2020
|
Hancock Whitney Corp
|
BUY
|
- |
275+ 12.63% |
$32.2K - $32.4K
|
2.45K
$256K
|
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
262New |
$30.7K - $30.8K
|
262
$27.4K
|
|
|
Jan 27, 2021
Q4 2020
|
James Investment Research Inc
|
BUY
|
- |
260+ 1.12% |
$30.4K - $30.6K
|
23.6K
$2.46M
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
233+ 28.94% |
$27.3K - $27.4K
|
1.04K
$108K
|
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
212New |
$24.8K - $25K
|
212
$22.2K
|
|
|
Feb 03, 2021
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
212New |
$24.8K - $25K
|
212
$22.2K
|
|
|
Feb 03, 2021
Q4 2020
|
Bailard, Inc.
|
BUY
|
- |
211+ 0.86% |
$24.7K - $24.8K
|
24.7K
$2.58M
|
|
|
Jan 19, 2021
Q4 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
201+ 10.69% |
$23.5K - $23.7K
|
2.08K
$217K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
198New |
$23.2K - $23.3K
|
198
$20.7K
|
|
|
Feb 05, 2021
Q4 2020
|
Ziegler Capital Management, LLC
|
BUY
|
- |
170+ 2.79% |
$19.9K - $20K
|
6.27K
$655K
|
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
166+ 8.83% |
$19.4K - $19.5K
|
2.05K
$214K
|
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
150+ 16.48% |
$17.5K - $17.7K
|
1.06K
$111K
|
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 1.09% |
$15.8K - $15.9K
|
12.5K
$1.31M
|
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
100New |
$11.7K - $11.8K
|
100
$10.5K
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
100+ 4.2% |
$11.7K - $11.8K
|
2.48K
$259K
|
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
97New |
$11.3K - $11.4K
|
97
$10.1K
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
60+ 0.51% |
$7.02K - $7.06K
|
11.8K
$1.23M
|
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55New |
$6.43K - $6.47K
|
55
$5.75K
|