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 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
827+ 1.71% |
$85.9K - $88.5K
|
49.1K
$5.15M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
814+ 40.38% |
$84.6K - $87.1K
|
2.83K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
802+ 27.73% |
$83.3K - $85.9K
|
3.69K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
605+ 1.76% |
$62.9K - $64.8K
|
35K
$3.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
580+ 3.37% |
$60.3K - $62.1K
|
17.8K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
484+ 7.18% |
$50.3K - $51.8K
|
7.23K
$759K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
476+ 14.47% |
$49.5K - $51K
|
3.77K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
392+ 6.41% |
$40.7K - $42K
|
6.5K
$683K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
328+ 1.72% |
$34.1K - $35.1K
|
19.4K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
318+ 8.13% |
$33K - $34K
|
4.23K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
313+ 11.63% |
$32.5K - $33.5K
|
3K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
285+ 6.52% |
$29.6K - $30.5K
|
4.65K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
283+ 2.73% |
$29.4K - $30.3K
|
10.7K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
276+ 0.67% |
$28.7K - $29.5K
|
41.6K
$4.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
252+ 5.6% |
$26.2K - $27K
|
4.75K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
235+ 14.21% |
$24.4K - $25.2K
|
1.89K
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
190New |
$19.7K - $20.3K
|
190
$19.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
167+ 3.79% |
$17.3K - $17.9K
|
4.57K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
115+ 0.63% |
$11.9K - $12.3K
|
18.4K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
110New |
$11.4K - $11.8K
|
110
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
109+ 0.52% |
$11.3K - $11.7K
|
21K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
101+ 2.61% |
$10.5K - $10.8K
|
3.97K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
95+ 3.36% |
$9.87K - $10.2K
|
2.92K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
86+ 0.12% |
$8.93K - $9.21K
|
74.5K
$7.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
85+ 0.69% |
$8.83K - $9.1K
|
12.4K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
78+ 39.2% |
$8.1K - $8.35K
|
277
$29.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
47+ 0.94% |
$4.88K - $5.03K
|
5.06K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 0.76% |
$3.22K - $3.32K
|
4.09K
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
29New |
$3.01K - $3.1K
|
29
$3.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 0.77% |
$2.6K - $2.68K
|
3.26K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.27% |
$2.39K - $2.46K
|
8.68K
$911K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17+ 3.15% |
$1.77K - $1.82K
|
557
$58.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
15New |
$1.56K - $1.61K
|
15
$1.57K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7+ 0.36% |
$727 - $749
|
1.95K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5+ 0.07% |
$519 - $535
|
7.46K
$783K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.56% |
$208 - $214
|
357
$37.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 1.11% |
$104 - $107
|
91
$9.55K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.43% |
$104 - $107
|
234
$24.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.07% |
$104 - $107
|
1.53K
$161K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.0% |
$104 - $107
|
51
$5.35K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3- 0.14% |
$312 - $321
|
2.2K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 6.12% |
$623 - $642
|
92
$9.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-6- 0.01% |
$623 - $642
|
84.6K
$8.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-11- 0.81% |
$1.14K - $1.18K
|
1.35K
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-15- 0.16% |
$1.56K - $1.61K
|
9.19K
$964K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 4.0% |
$2.49K - $2.57K
|
576
$60.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-29- 4.75% |
$3.01K - $3.1K
|
581
$61K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-42- 0.25% |
$4.36K - $4.5K
|
16.9K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-42- 5.32% |
$4.36K - $4.5K
|
748
$78.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-45- 0.03% |
$4.68K - $4.82K
|
149K
$15.6M
|