Glassman Wealth Services Ishares Tr Transaction History

Glassman Wealth Services

$650 Million
Q2 2025

A detailed history of Glassman Wealth Services transactions in Ishares Tr stock. As of the latest transaction made, Glassman Wealth Services holds 1,036 shares of GVI stock, worth $111,815. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,036

Holding current value

$111,815

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$104.82 - $106.79 $108,593 - $110,634	1,036 New	1,036 $110,000

Others Institutions Holding GVI

# of Institutions

300

Shares Held

27.8M

Call Options Held

Put Options Held

Eastern Bank

2.38M
Shares

$257 Million
5.0% of portfolio
Stifel Financial Corp St. Louis, MO

1.68M
Shares

$181 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

1.63M
Shares

$176 Million
0.01% of portfolio
Fifth Third Bancorp

1.13M
Shares

$121 Million
0.42% of portfolio
Envestnet Asset Management Inc

1.05M
Shares

$113 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker GVI
Sector ETFs
Industry ETFs

More about GVI

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