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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-2.49K- 5.64% |
$249K - $261K
|
41.6K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.75K- 8.01% |
$275K - $289K
|
31.6K
$3.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.98K- 7.11% |
$298K - $313K
|
39K
$4.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.4K- 1.55% |
$340K - $357K
|
216K
$22.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.41K- 6.84% |
$441K - $462K
|
60.1K
$6.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.06K- 6.18% |
$506K - $531K
|
76.9K
$8.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-5.23K- 6.07% |
$524K - $549K
|
80.9K
$8.46M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-5.29K- 0.74% |
$530K - $555K
|
714K
$74.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.54K- 2.33% |
$554K - $581K
|
232K
$24.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.74K- 6.63% |
$574K - $602K
|
80.8K
$8.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.02K- 15.44% |
$602K - $631K
|
33K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-6.04K- 3.69% |
$604K - $634K
|
158K
$16.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-6.1K- 9.05% |
$610K - $640K
|
61.3K
$6.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-6.11K- 31.2% |
$612K - $641K
|
13.5K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-7.11K- 9.09% |
$712K - $746K
|
71.1K
$7.43M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-8.58K- 1.6% |
$858K - $900K
|
529K
$55.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-9.38K- 98.77% |
$939K - $984K
|
117
$12.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.59K- 27.96% |
$959K - $1.01M
|
24.7K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-10.2K- 12.38% |
$1.02M - $1.07M
|
72K
$7.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-11.5K- 8.3% |
$1.15M - $1.21M
|
127K
$13.3M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-13.3K- 8.44% |
$1.33M - $1.4M
|
144K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-14.7K- 31.55% |
$1.47M - $1.55M
|
32K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-17K- 20.09% |
$1.7M - $1.78M
|
67.5K
$7.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-17K- 18.64% |
$1.7M - $1.78M
|
74.2K
$7.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.7K- 2.3% |
$1.78M - $1.86M
|
753K
$78.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-22.9K- 53.29% |
$2.29M - $2.4M
|
20.1K
$2.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-25.2K- 26.05% |
$2.53M - $2.65M
|
71.6K
$7.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-34.5K- 13.25% |
$3.45M - $3.62M
|
226K
$23.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-34.7K- 5.87% |
$3.47M - $3.64M
|
556K
$58.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-37.3K- 87.39% |
$3.73M - $3.91M
|
5.38K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-63.4K- 3.38% |
$6.34M - $6.65M
|
1.81M
$189M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-103K- 20.04% |
$10.3M - $10.8M
|
409K
$42.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-111K- 21.94% |
$11.1M - $11.7M
|
396K
$41.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-163K- 28.47% |
$16.3M - $17.1M
|
411K
$42.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-234K- 42.84% |
$23.4M - $24.5M
|
312K
$32.6M
|