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 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-82- 3.75% |
$8.2K - $8.6K
|
2.1K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-83- 56.08% |
$8.3K - $8.71K
|
65
$6.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-90- 2.58% |
$9.01K - $9.44K
|
3.4K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-95- 0.86% |
$9.51K - $9.97K
|
10.9K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100- 2.3% |
$10K - $10.5K
|
4.24K
$443K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-100- 10.0% |
$10K - $10.5K
|
900
$94.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-111- 7.71% |
$11.1K - $11.6K
|
1.33K
$139K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-118- 1.81% |
$11.8K - $12.4K
|
6.39K
$668K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-118- 1.16% |
$11.8K - $12.4K
|
10K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-170- 1.69% |
$17K - $17.8K
|
9.87K
$1.03M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-177- 32.9% |
$17.7K - $18.6K
|
361
$37.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-210- 7.62% |
$21K - $22K
|
2.55K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-214- 1.81% |
$21.4K - $22.5K
|
11.6K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-218- 1.26% |
$21.8K - $22.9K
|
17K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-224- 3.62% |
$22.4K - $23.5K
|
5.96K
$623K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-225- 1.14% |
$22.5K - $23.6K
|
19.5K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-254- 8.99% |
$25.4K - $26.6K
|
2.57K
$269K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-282- 32.49% |
$28.2K - $29.6K
|
586
$61.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-295- 7.71% |
$29.5K - $30.9K
|
3.53K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-299- 9.28% |
$29.9K - $31.4K
|
2.92K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-315- 4.23% |
$31.5K - $33K
|
7.13K
$745K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-328- 0.79% |
$32.8K - $34.4K
|
41.1K
$4.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-345- 0.54% |
$34.5K - $36.2K
|
63.5K
$6.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-533- 2.66% |
$53.3K - $55.9K
|
19.5K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-560- 1.55% |
$56K - $58.7K
|
35.5K
$3.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-602- 13.21% |
$60.2K - $63.2K
|
3.96K
$413K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-610- 0.74% |
$61K - $64K
|
82.3K
$8.6M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-610- 8.45% |
$61K - $64K
|
6.61K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-629- 0.8% |
$62.9K - $66K
|
78K
$8.15M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-657- 4.8% |
$65.7K - $68.9K
|
13K
$1.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-725- 3.95% |
$72.5K - $76.1K
|
17.6K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-818- 15.91% |
$81.8K - $85.8K
|
4.32K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-905- 24.98% |
$90.6K - $94.9K
|
2.72K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-919- 32.28% |
$92K - $96.4K
|
1.93K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-973- 57.99% |
$97.4K - $102K
|
705
$73.7K
|
|
|
Aug 13, 2024
Q4 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-995- 31.05% |
$99.6K - $104K
|
2.21K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.03K- 29.64% |
$103K - $108K
|
2.44K
$255K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-1.2K- 0.89% |
$120K - $126K
|
134K
$14M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.21K- 9.76% |
$121K - $127K
|
11.2K
$1.17M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.26K- 0.96% |
$126K - $133K
|
130K
$13.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.28K- 21.2% |
$128K - $135K
|
4.77K
$499K
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-1.38K- 0.89% |
$138K - $145K
|
154K
$16.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.6K- 30.06% |
$160K - $168K
|
3.73K
$390K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.99K- 4.42% |
$200K - $209K
|
43.1K
$4.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-2.03K- 5.97% |
$203K - $213K
|
32K
$3.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.25K- 49.05% |
$225K - $236K
|
2.33K
$244K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-2.25K- 4.01% |
$225K - $236K
|
53.9K
$5.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.27K- 0.48% |
$227K - $238K
|
469K
$49M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.42K- 3.42% |
$242K - $254K
|
68.4K
$7.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.43K- 41.98% |
$243K - $255K
|
3.36K
$351K
|