Global Retirement Partners, LLC Ishares Tr Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Global Retirement Partners, LLC holds 40,184 shares of GVI stock, worth $4.2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

40,184

Previous 40,274 0.22%

Holding current value

$4.2 Million

Previous $4.31 Million 2.9%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$103.89 - $107.05 $9,350 - $9,634	-90 Reduced 0.22%	40,184 $4.19 Million
Q3 2024 Oct 16, 2024	SELL	$103.17 - $107.43 $1.21 Million - $1.26 Million	-11,745 Reduced 22.58%	40,274 $4.31 Million
Q2 2024 Jul 23, 2024	SELL	$102.13 - $104.03 $523,211 - $532,945	-5,123 Reduced 8.97%	52,019 $5.4 Million
Q1 2024 Apr 23, 2024	SELL	$103.31 - $105.01 $34,092 - $34,653	-330 Reduced 0.57%	57,142 $5.94 Million
Q4 2023 Jan 18, 2024	BUY	$100.06 - $104.91 $5.72 Million - $6 Million	57,159 Added 18261.66%	57,472 $6.02 Million
Q3 2023 Oct 13, 2023	SELL	$101.01 - $103.51 $70,707 - $72,457	-700 Reduced 69.1%	313 $31,000
Q2 2023 Jul 20, 2023	SELL	$102.83 - $105.23 $43,599 - $44,617	-424 Reduced 29.51%	1,013 $104,000
Q1 2023 May 05, 2023	BUY	$101.58 - $105.07 $145,970 - $150,985	1,437 New	1,437 $150,000

Others Institutions Holding GVI

# of Institutions

296

Shares Held

28.9M

Call Options Held

Put Options Held

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About ISHARES TR

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Global Retirement Partners, LLC Ishares Tr Transaction History