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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.04KClosed |
$119K - $122K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-203Closed |
$23.3K - $23.9K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-15.3KClosed |
$1.76M - $1.8M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
212New |
$24.8K - $25K
|
212
$22.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.58KClosed |
$302K - $304K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.96KClosed |
$464K - $467K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.76KClosed |
$322K - $324K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-258Closed |
$30.2K - $30.4K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
198New |
$23.2K - $23.3K
|
198
$21.1K
|
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-979Closed |
$115K - $115K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.72KClosed |
$435K - $438K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8Closed |
$940 - $947
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-444KClosed |
$52.2M - $52.6M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-7.75KClosed |
$911K - $918K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.29KClosed |
$1.09M - $1.1M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.58KClosed |
$304K - $306K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-98.3KClosed |
$11.6M - $11.6M
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.26KClosed |
$148K - $149K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.67K+ 25.6% |
$765K - $786K
|
32.7K
$3.48M
|
|
|
Sep 03, 2020
Q2 2020
|
Reliant Wealth Planning
|
SELL
|
- |
-203KClosed |
$23.3M - $23.9M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-24.9KClosed |
$2.85M - $2.93M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-121Closed |
$13.9K - $14.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-24.8KClosed |
$2.85M - $2.93M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
548+ 1.45% |
$62.8K - $64.5K
|
38.4K
$4.08M
|
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-51.3KClosed |
$5.88M - $6.03M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.76KClosed |
$201K - $207K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Mc Adam, LLC
|
SELL
|
- |
-2.27KClosed |
$260K - $267K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-247Closed |
$28.3K - $29.1K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.38KClosed |
$273K - $280K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-13.8KClosed |
$1.51M - $1.61M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.24KClosed |
$137K - $145K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-66Closed |
$7.26K - $7.72K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-583Closed |
$64.1K - $68.2K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-29.2KClosed |
$3.21M - $3.42M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
380New |
$41.8K - $44.4K
|
380
$40.4K
|
|
|
Apr 28, 2020
Q1 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.9KClosed |
$319K - $339K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-73Closed |
$8.02K - $8.53K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 16, 2021
Q4 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-117Closed |
$13.2K - $13.3K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-26Closed |
$2.92K - $2.96K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-75.6KClosed |
$8.5M - $8.6M
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Brr Op Co, LLC
|
SELL
|
- |
-2.83KClosed |
$318K - $322K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
108New |
$12.1K - $12.3K
|
108
$11.5K
|
|
|
Jan 27, 2020
Q4 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-927Closed |
$104K - $106K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-209Closed |
$23.5K - $23.8K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-331Closed |
$37.2K - $37.7K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.59KClosed |
$960K - $979K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-95Closed |
$10.6K - $10.8K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-330Closed |
$36.9K - $37.6K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-43KClosed |
$4.8M - $4.9M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-248Closed |
$27.7K - $28.3K
|
0
$0
|
|