Latest Institutional Transactions on Ishares Tr (GVI)
This table provides information on the latest institutional transactions involving Ishares Tr (GVI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.96KClosed |
$202K - $212K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
62New |
$6.41K - $6.71K
|
62
$6.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.33K- 71.94% |
$344K - $360K
|
1.3K
$138K
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-483- 13.17% |
$49.9K - $52.3K
|
3.19K
$339K
|
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.43KClosed |
$251K - $263K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.21KNew |
$346K - $364K
|
3.21K
$341K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100Closed |
$10.8K - $11.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500+ 20.0% |
$54K - $56.8K
|
3K
$319K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-480- 17.01% |
$51.8K - $54.5K
|
2.34K
$249K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.26KClosed |
$244K - $256K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-3.49KClosed |
$377K - $396K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.39KClosed |
$366K - $385K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8Closed |
$864 - $908
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
925New |
$99.9K - $105K
|
925
$98.4K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
2.23KNew |
$241K - $254K
|
2.23K
$238K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-17Closed |
$1.84K - $1.93K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
SELL
|
- |
-462- 50.71% |
$49.9K - $52.5K
|
449
$47.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.85KClosed |
$210K - $213K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-26.5KClosed |
$3.01M - $3.05M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-232Closed |
$26.4K - $26.7K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-3.53KClosed |
$401K - $407K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
381New |
$43.3K - $43.9K
|
381
$40.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.75KClosed |
$766K - $778K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-160Closed |
$18.2K - $18.4K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
650+ 17.31% |
$73.8K - $74.9K
|
4.41K
$469K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-28.4KClosed |
$3.23M - $3.27M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-278Closed |
$31.6K - $32K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-171Closed |
$19.7K - $20K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.95KClosed |
$340K - $346K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-45Closed |
$5.18K - $5.28K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 60.0% |
$173K - $176K
|
1K
$106K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
708+ 769.57% |
$81.5K - $83K
|
800
$85.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-9.82KClosed |
$1.13M - $1.15M
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
28.4KNew |
$3.27M - $3.33M
|
28.4K
$3.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.86KClosed |
$214K - $218K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-100Closed |
$11.5K - $11.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.3KClosed |
$264K - $267K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-27Closed |
$3.1K - $3.13K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-60Closed |
$6.89K - $6.96K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-182Closed |
$20.9K - $21.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
166KNew |
$19.1M - $19.2M
|
166K
$17.6M
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.06KClosed |
$122K - $125K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-55Closed |
$6.31K - $6.47K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-8.37KClosed |
$961K - $984K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16KClosed |
$1.84M - $1.88M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-21Closed |
$2.41K - $2.47K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.71KClosed |
$196K - $200K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Windsor Group LTD
|
SELL
|
- |
-19.5KClosed |
$2.24M - $2.29M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.06KClosed |
$236K - $242K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-2.56KClosed |
$294K - $301K
|
0
$0
|
|