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 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55New |
$6.43K - $6.47K
|
55
$5.82K
|
|
|
Dec 19, 2024
Q4 2020
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
43New |
$5.03K - $5.06K
|
43
$4.55K
|
|
|
Jan 26, 2021
Q4 2020
|
Howland Capital Management LLC
|
BUY
|
- |
22+ 0.26% |
$2.57K - $2.59K
|
8.62K
$913K
|
|
|
Jan 07, 2021
Q4 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
12+ 0.5% |
$1.4K - $1.41K
|
2.4K
$254K
|
|
|
Feb 26, 2021
Q4 2020
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4+ 0.06% |
$468 - $471
|
6.59K
$697K
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
BUY
|
- |
1+ 1.23% |
$117 - $118
|
82
$8.68K
|
|
|
Feb 08, 2021
Q4 2020
|
Simmons Bank
|
SELL
|
- |
-1- -0.0% |
$117 - $118
|
97.7K
$10.3M
|
|
|
Feb 08, 2021
Q4 2020
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3- 0.14% |
$351 - $353
|
2.18K
$231K
|
|
|
Jan 26, 2021
Q4 2020
|
Prairie View Partners, LLC
|
SELL
|
- |
-6- 0.55% |
$702 - $706
|
1.08K
$115K
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8- 0.41% |
$936 - $942
|
1.93K
$204K
|
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 6.99% |
$1.87K - $1.88K
|
213
$22.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-35- 14.11% |
$4.09K - $4.12K
|
213
$22.6K
|
|
|
Jan 28, 2021
Q4 2020
|
Community Bank, N.A.
|
SELL
|
- |
-47- 18.8% |
$5.5K - $5.53K
|
203
$21.5K
|
|
|
Feb 10, 2021
Q4 2020
|
First National Trust CO
|
SELL
|
- |
-56- 0.22% |
$6.55K - $6.59K
|
25K
$2.65M
|
|
|
Feb 11, 2021
Q4 2020
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-61- 0.27% |
$7.14K - $7.18K
|
22.7K
$2.4M
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-63Closed |
$7.37K - $7.42K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-75- 1.36% |
$8.77K - $8.83K
|
5.43K
$575K
|
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-92- 20.77% |
$10.8K - $10.8K
|
351
$37.2K
|
|
|
Feb 02, 2021
Q4 2020
|
Capital Insight Partners, LLC
|
SELL
|
- |
-120- 0.31% |
$14K - $14.1K
|
38.2K
$4.05M
|
|
|
Feb 09, 2021
Q4 2020
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-131- 0.94% |
$15.3K - $15.4K
|
13.8K
$1.46M
|
|
|
Aug 16, 2024
Q4 2020
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-142- 17.47% |
$16.6K - $16.7K
|
671
$71.1K
|
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-164- 5.51% |
$19.2K - $19.3K
|
2.81K
$298K
|
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-168- 8.35% |
$19.7K - $19.8K
|
1.84K
$195K
|
|
|
Jan 06, 2021
Q4 2020
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-170- 0.66% |
$19.9K - $20K
|
25.6K
$2.71M
|
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-234- 3.05% |
$27.4K - $27.5K
|
7.45K
$789K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-258Closed |
$30.2K - $30.4K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-288- 2.58% |
$33.7K - $33.9K
|
10.9K
$1.15M
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-316- 50.48% |
$37K - $37.2K
|
310
$32.8K
|
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
SELL
|
- |
-364- 9.31% |
$42.6K - $42.8K
|
3.55K
$375K
|
|
|
Feb 01, 2021
Q4 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-372- 11.68% |
$43.5K - $43.8K
|
2.81K
$298K
|
|
|
Feb 09, 2021
Q4 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-375- 4.74% |
$43.9K - $44.1K
|
7.54K
$798K
|
|
|
Jan 27, 2021
Q4 2020
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-390- 2.73% |
$45.6K - $45.9K
|
13.9K
$1.47M
|
|
|
Feb 05, 2021
Q4 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-397- 7.49% |
$46.4K - $46.7K
|
4.9K
$519K
|
|
|
Feb 02, 2021
Q4 2020
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-442- 8.05% |
$51.7K - $52K
|
5.05K
$535K
|
|
|
Feb 08, 2021
Q4 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-451- 1.89% |
$52.8K - $53.1K
|
23.4K
$2.48M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-465- 3.74% |
$54.4K - $54.7K
|
12K
$1.27M
|
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-514- 9.55% |
$60.1K - $60.5K
|
4.87K
$516K
|
|
|
Feb 09, 2021
Q4 2020
|
Windsor Group LTD
|
SELL
|
- |
-624- 3.1% |
$73K - $73.5K
|
19.5K
$2.06M
|
|
|
Feb 10, 2021
Q4 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-636- 0.23% |
$74.4K - $74.9K
|
271K
$28.7M
|
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-688- 5.88% |
$80.5K - $81K
|
11K
$1.17M
|
|
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
SELL
|
- |
-772- 31.02% |
$90.3K - $90.9K
|
1.72K
$182K
|
|
|
Jan 12, 2021
Q4 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-790- 2.58% |
$92.4K - $93K
|
29.9K
$3.16M
|
|
|
Jan 27, 2021
Q4 2020
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-915- 2.31% |
$107K - $108K
|
38.7K
$4.1M
|
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-979Closed |
$115K - $115K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 4.66% |
$145K - $146K
|
25.4K
$2.69M
|
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.5K- 5.71% |
$176K - $177K
|
24.8K
$2.63M
|
|
|
Feb 09, 2021
Q4 2020
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.68K- 1.4% |
$197K - $198K
|
118K
$12.5M
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.75K- 1.5% |
$204K - $205K
|
115K
$12.1M
|
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.19KClosed |
$256K - $258K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.58KClosed |
$302K - $304K
|
0
$0
|