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 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-43.5K- 5.44% |
$4.56M - $4.64M
|
756K
$81.3M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.28% |
$105 - $107
|
359
$38.6K
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
5.44KNew |
$570K - $581K
|
5.44K
$585K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-461- 7.65% |
$48.3K - $49.2K
|
5.57K
$599K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.72K- 2.0% |
$180K - $183K
|
84.2K
$9.06M
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.99K+ 21.15% |
$208K - $212K
|
11.4K
$1.22M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
75+ 2.02% |
$7.86K - $8.01K
|
3.79K
$407K
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
25.8K+ 30.72% |
$2.71M - $2.76M
|
110K
$11.8M
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
42+ 0.88% |
$4.4K - $4.49K
|
4.79K
$515K
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
6.32K+ 8.73% |
$663K - $675K
|
78.8K
$8.47M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.44KNew |
$885K - $901K
|
8.44K
$907K
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
25+ 0.14% |
$2.62K - $2.67K
|
17.9K
$1.93M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.41K+ 6.0% |
$253K - $258K
|
42.6K
$4.58M
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
10.4K+ 10.94% |
$1.09M - $1.11M
|
105K
$11.3M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
14.3K+ 108.0% |
$1.5M - $1.53M
|
27.6K
$2.97M
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.7K- 15.39% |
$178K - $181K
|
9.34K
$1M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.22K+ 35.23% |
$232K - $237K
|
8.5K
$914K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-890- 83.57% |
$93.3K - $95K
|
175
$18.8K
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
923+ 6.86% |
$96.7K - $98.6K
|
14.4K
$1.55M
|
|
Q1 2025 | |||||||
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14.3K+ 4.16% |
$1.48M - $1.52M
|
358K
$38.5M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.49KNew |
$154K - $158K
|
1.49K
$160K
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.95KNew |
$512K - $525K
|
4.95K
$532K
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.16KNew |
$224K - $229K
|
2.16K
$233K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.58KNew |
$577K - $591K
|
5.58K
$600K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.61% |
$2.69K - $2.76K
|
4.32K
$464K
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-364- 12.68% |
$37.7K - $38.6K
|
2.51K
$269K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
68.7K+ 8.18% |
$7.11M - $7.28M
|
909K
$97.7M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
54.6K+ 84.76% |
$5.65M - $5.79M
|
119K
$12.8M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-51- 8.85% |
$5.28K - $5.41K
|
525
$56.4K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241+ 0.03% |
$24.9K - $25.6K
|
797K
$85.7M
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-375- 13.89% |
$38.8K - $39.8K
|
2.33K
$250K
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-405- 2.24% |
$41.9K - $42.9K
|
17.7K
$1.9M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
118K+ 69.66% |
$12.2M - $12.5M
|
286K
$30.8M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.62KNew |
$271K - $278K
|
2.62K
$282K
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.68K+ 31.57% |
$173K - $178K
|
6.98K
$751K
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-11.3K- 19.37% |
$1.17M - $1.2M
|
47K
$5.05M
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
784+ 29.9% |
$81.1K - $83.1K
|
3.41K
$366K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
106New |
$11K - $11.2K
|
106
$11.4K
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.49KNew |
$775K - $794K
|
7.49K
$805K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.59K- 86.09% |
$165K - $169K
|
257
$27.6K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-61.5K- 50.0% |
$6.36M - $6.52M
|
61.5K
$6.61M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.92KNew |
$199K - $204K
|
1.92K
$207K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-29- 58.0% |
$3K - $3.07K
|
21
$2.26K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.5K- 81.43% |
$1.29M - $1.32M
|
2.84K
$306K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.08% |
$103 - $106
|
1.32K
$141K
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
554+ 2.85% |
$57.3K - $58.7K
|
20K
$2.15M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
32.7K+ 3.46% |
$3.39M - $3.47M
|
980K
$105M
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
117KNew |
$12.1M - $12.4M
|
117K
$12.6M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-104- 4.85% |
$10.8K - $11K
|
2.04K
$220K
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.34KNew |
$243K - $249K
|
2.34K
$252K
|