Purchases and Sales Made in Q4 2023 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q4 2023. 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 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.58K+ 3.06% |
$858K - $900K
|
289K
$30.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.37KNew |
$837K - $878K
|
8.37K
$875K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.33KNew |
$834K - $874K
|
8.33K
$871K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.16KNew |
$817K - $856K
|
8.16K
$853K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.94KNew |
$695K - $728K
|
6.94K
$726K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.8KNew |
$681K - $714K
|
6.8K
$711K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
6.43KNew |
$644K - $675K
|
6.43K
$672K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
6.41K+ 1.99% |
$641K - $672K
|
329K
$34.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.74K+ 213.65% |
$575K - $602K
|
8.43K
$881K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.47KNew |
$547K - $573K
|
5.47K
$571K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.43K+ 18.69% |
$544K - $570K
|
34.5K
$3.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.22K+ 4.24% |
$522K - $548K
|
128K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.88KNew |
$488K - $512K
|
4.88K
$510K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.77K+ 34.54% |
$477K - $500K
|
18.6K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
4.5KNew |
$450K - $472K
|
4.5K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
3.84K+ 8.37% |
$384K - $403K
|
49.8K
$5.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
3.82K+ 1.77% |
$382K - $401K
|
220K
$23M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.77K+ 2.97% |
$378K - $396K
|
131K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
3.69K+ 0.37% |
$369K - $387K
|
999K
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.62KNew |
$362K - $379K
|
3.62K
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.22K+ 11.43% |
$322K - $338K
|
31.4K
$3.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.16KNew |
$316K - $331K
|
3.16K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
3.01K+ 35.99% |
$301K - $316K
|
11.4K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3KNew |
$301K - $315K
|
3K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.99K+ 103.86% |
$299K - $313K
|
5.87K
$613K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.9K+ 1.24% |
$290K - $304K
|
236K
$24.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.63KNew |
$263K - $276K
|
2.63K
$275K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
2.58K+ 22.89% |
$258K - $271K
|
13.9K
$1.45M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.56KNew |
$256K - $268K
|
2.56K
$267K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
2.52K+ 12.6% |
$252K - $264K
|
22.5K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
2.44KNew |
$244K - $256K
|
2.44K
$255K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
2.29K+ 2.75% |
$229K - $240K
|
85.6K
$8.94M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.28K+ 2.64% |
$229K - $240K
|
88.9K
$9.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.22KNew |
$222K - $233K
|
2.22K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.12K+ 16.99% |
$212K - $222K
|
14.6K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2K+ 40.0% |
$200K - $210K
|
7K
$732K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.99K+ 12.22% |
$199K - $209K
|
18.3K
$1.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.98KNew |
$198K - $208K
|
1.98K
$207K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.95KNew |
$195K - $204K
|
1.95K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.92KNew |
$193K - $202K
|
1.92K
$201K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.66K+ 2.39% |
$166K - $174K
|
71.2K
$7.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.65KNew |
$165K - $173K
|
1.65K
$172K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.59K+ 19.93% |
$159K - $166K
|
9.54K
$997K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.53KNew |
$153K - $160K
|
1.53K
$159K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.53KNew |
$153K - $160K
|
1.53K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.5KNew |
$150K - $157K
|
1.5K
$157K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
1.32K+ 5.05% |
$132K - $138K
|
27.4K
$2.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.25KNew |
$125K - $131K
|
1.25K
$130K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.24K+ 13.84% |
$124K - $130K
|
10.2K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.09K+ 35.89% |
$109K - $115K
|
4.14K
$432K
|