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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
49+ 3.2% |
$5.07K - $5.19K
|
1.58K
$168K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.5K- 81.43% |
$1.29M - $1.32M
|
2.84K
$303K
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
14.5K+ 17.16% |
$1.5M - $1.54M
|
99.1K
$10.5M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
9.87K+ 6.05% |
$1.02M - $1.05M
|
173K
$18.4M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
25.6K+ 29.32% |
$2.65M - $2.71M
|
113K
$12M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13.6K- 7.41% |
$1.41M - $1.45M
|
171K
$18.1M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-29- 58.0% |
$3K - $3.07K
|
21
$2.23K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.08% |
$103 - $106
|
1.32K
$140K
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.19K- 6.31% |
$123K - $126K
|
17.7K
$1.88M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-128K- 25.44% |
$13.3M - $13.6M
|
376K
$40M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
64New |
$6.62K - $6.79K
|
64
$6.81K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.4K- 8.2% |
$765K - $784K
|
82.8K
$8.81M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.1K+ 3.14% |
$114K - $117K
|
36.1K
$3.84M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9- 1.2% |
$931 - $954
|
739
$78.6K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11+ 0.47% |
$1.14K - $1.17K
|
2.33K
$248K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
32.7K+ 3.46% |
$3.39M - $3.47M
|
980K
$104M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-180K- 13.76% |
$18.7M - $19.1M
|
1.13M
$120M
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
554+ 2.85% |
$57.3K - $58.7K
|
20K
$2.12M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-124K- 12.34% |
$12.9M - $13.2M
|
884K
$94M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.02K+ 4.05% |
$830K - $850K
|
206K
$21.9M
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-663- 16.04% |
$68.6K - $70.3K
|
3.47K
$369K
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.34KNew |
$243K - $249K
|
2.34K
$249K
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.75K- 3.48% |
$181K - $185K
|
48.5K
$5.16M
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
50+ 0.68% |
$5.17K - $5.3K
|
7.37K
$784K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-191- 2.28% |
$19.8K - $20.2K
|
8.2K
$872K
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
117KNew |
$12.1M - $12.4M
|
117K
$12.5M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-104- 4.85% |
$10.8K - $11K
|
2.04K
$217K
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
52+ 1.87% |
$5.38K - $5.51K
|
2.84K
$302K
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-4- 4.76% |
$414 - $424
|
80
$8.51K
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-1.08K- 5.83% |
$112K - $114K
|
17.4K
$1.85M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
8.63K+ 5.9% |
$893K - $915K
|
155K
$16.5M
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-11K- 18.59% |
$1.14M - $1.17M
|
48.2K
$5.12M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.5K+ 64.73% |
$156K - $159K
|
3.83K
$407K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.87K+ 40.21% |
$194K - $198K
|
6.52K
$694K
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
82.8K+ 2240.2% |
$8.56M - $8.77M
|
86.4K
$9.2M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
599+ 103.1% |
$62K - $63.5K
|
1.18K
$126K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-2.74K- 52.55% |
$283K - $290K
|
2.47K
$263K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.8K- 4.31% |
$289K - $297K
|
62.2K
$6.61M
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
4.68K+ 4.92% |
$485K - $497K
|
99.9K
$10.6M
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-24K- 8.08% |
$2.48M - $2.54M
|
273K
$29M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.01K+ 4.04% |
$622K - $637K
|
155K
$16.5M
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.07K+ 1.16% |
$110K - $113K
|
92.8K
$9.87M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
384+ 5.15% |
$39.7K - $40.7K
|
7.84K
$834K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.37K+ 15.87% |
$141K - $145K
|
9.98K
$1.06M
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5.65K+ 19.99% |
$585K - $599K
|
33.9K
$3.61M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56K+ 192.28% |
$5.79M - $5.93M
|
85.1K
$9.05M
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.63K+ 7.84% |
$272K - $279K
|
36.2K
$3.85M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.79K- 0.96% |
$186K - $190K
|
185K
$19.7M
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-609- 20.86% |
$63K - $64.6K
|
2.31K
$246K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
427+ 3.44% |
$44.2K - $45.3K
|
12.8K
$1.37M
|