Purchases and Sales Made in Q4 2024 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q4 2024. 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 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
207K+ 32.77% |
$21.5M - $22.2M
|
840K
$88.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
176K+ 14.28% |
$18.3M - $18.9M
|
1.41M
$148M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
152K+ 23.68% |
$15.8M - $16.3M
|
797K
$83.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
139KNew |
$14.4M - $14.9M
|
139K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
123KNew |
$12.8M - $13.2M
|
123K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
106K+ 158.12% |
$11M - $11.3M
|
173K
$18.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
74.4K+ 357.4% |
$7.73M - $7.96M
|
95.2K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
68.6K+ 141.49% |
$7.12M - $7.34M
|
117K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
66.8K+ 1482.33% |
$6.94M - $7.15M
|
71.3K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
63.4KNew |
$6.58M - $6.78M
|
63.4K
$6.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
60.3K+ 6.79% |
$6.26M - $6.45M
|
947K
$99.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
59.2KNew |
$6.15M - $6.33M
|
59.2K
$6.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.9K+ 37.04% |
$5.91M - $6.09M
|
210K
$22.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
55KNew |
$5.71M - $5.89M
|
55K
$5.77M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
53.2KNew |
$5.53M - $5.7M
|
53.2K
$5.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
47.9K+ 4.5% |
$4.98M - $5.13M
|
1.11M
$117M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.5K+ 16.49% |
$4.52M - $4.66M
|
307K
$32.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
36.4K+ 81.84% |
$3.78M - $3.9M
|
80.9K
$8.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
33.5K+ 25.77% |
$3.48M - $3.59M
|
164K
$17.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33K+ 5.75% |
$3.42M - $3.53M
|
606K
$63.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27.6K+ 80.04% |
$2.87M - $2.96M
|
62.2K
$6.53M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
27K+ 23.08% |
$2.8M - $2.89M
|
144K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
26.5K+ 2.7% |
$2.75M - $2.84M
|
1.01M
$106M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
26.5K+ 839.01% |
$2.75M - $2.83M
|
29.6K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.9K+ 1.58% |
$2.69M - $2.77M
|
1.66M
$175M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.8K+ 63.39% |
$2.48M - $2.55M
|
61.4K
$6.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
22.8K+ 14.14% |
$2.37M - $2.44M
|
184K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
21.4K+ 32.55% |
$2.22M - $2.29M
|
87.2K
$9.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
21.2KNew |
$2.2M - $2.27M
|
21.2K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.2KNew |
$2.1M - $2.17M
|
20.2K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
19.8K+ 231.7% |
$2.05M - $2.11M
|
28.3K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.7K+ 3.69% |
$2.05M - $2.11M
|
554K
$58.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19.6K+ 20.35% |
$2.03M - $2.09M
|
116K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
18.5KNew |
$1.92M - $1.98M
|
18.5K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
18.4K+ 27.04% |
$1.91M - $1.97M
|
86.6K
$9.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17.8K+ 4.62% |
$1.85M - $1.9M
|
403K
$42.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
17.5K+ 32.73% |
$1.82M - $1.88M
|
71.1K
$7.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16K+ 26.54% |
$1.66M - $1.71M
|
76.2K
$8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.9K+ 88.41% |
$1.55M - $1.6M
|
31.8K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
14.5K+ 4.03% |
$1.51M - $1.56M
|
376K
$39.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13.5K+ 105.57% |
$1.4M - $1.44M
|
26.2K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
11.8K+ 3.33% |
$1.23M - $1.27M
|
367K
$38.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
10.7K+ 5.73% |
$1.12M - $1.15M
|
198K
$20.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
10.5K+ 4.61% |
$1.1M - $1.13M
|
239K
$25.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 4.67% |
$1.09M - $1.12M
|
234K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.74KNew |
$1.01M - $1.04M
|
9.74K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
9.2K+ 1.15% |
$956K - $985K
|
811K
$85.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.88KNew |
$923K - $951K
|
8.88K
$932K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.48K+ 3.57% |
$881K - $907K
|
246K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
8.24KNew |
$856K - $882K
|
8.24K
$865K
|