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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-663- 16.04% |
$68.6K - $70.3K
|
3.47K
$373K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-609- 20.86% |
$63K - $64.6K
|
2.31K
$248K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
3.32K+ 92.65% |
$343K - $351K
|
6.89K
$741K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
229+ 0.23% |
$23.7K - $24.3K
|
98.2K
$10.6M
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
535+ 6.61% |
$55.6K - $57.3K
|
8.63K
$928K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.48K+ 22.51% |
$154K - $158K
|
8.05K
$865K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-57- 0.09% |
$5.92K - $6.1K
|
65K
$6.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.75KNew |
$181K - $187K
|
1.75K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
78+ 39.2% |
$8.1K - $8.35K
|
277
$29.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
8.24KNew |
$856K - $882K
|
8.24K
$886K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.26KNew |
$547K - $564K
|
5.26K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.17K- 30.34% |
$121K - $125K
|
2.68K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.23KNew |
$335K - $345K
|
3.23K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-146- 4.99% |
$15.2K - $15.6K
|
2.78K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-70- 4.18% |
$7.27K - $7.49K
|
1.6K
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
7.9KNew |
$821K - $846K
|
7.9K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.95KNew |
$306K - $316K
|
2.95K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
190New |
$19.7K - $20.3K
|
190
$20.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-20.6K- 19.06% |
$2.14M - $2.2M
|
87.4K
$9.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
26.5K+ 839.01% |
$2.75M - $2.83M
|
29.6K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
29New |
$3.01K - $3.1K
|
29
$3.12K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
15New |
$1.56K - $1.61K
|
15
$1.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-351- 6.11% |
$36.5K - $37.6K
|
5.39K
$580K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-95- 0.28% |
$9.87K - $10.2K
|
33.6K
$3.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.81KNew |
$292K - $301K
|
2.81K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
476+ 14.47% |
$49.5K - $51K
|
3.77K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-62- 0.17% |
$6.44K - $6.64K
|
36.1K
$3.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-57- 48.72% |
$5.92K - $6.1K
|
60
$6.45K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
55KNew |
$5.71M - $5.89M
|
55K
$5.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
167+ 3.79% |
$17.3K - $17.9K
|
4.57K
$491K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-388- 16.49% |
$40.3K - $41.5K
|
1.97K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
110New |
$11.4K - $11.8K
|
110
$11.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.43% |
$104 - $107
|
234
$25.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.88KNew |
$923K - $951K
|
8.88K
$955K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-11- 0.81% |
$1.14K - $1.18K
|
1.35K
$145K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-500- 12.5% |
$51.9K - $53.5K
|
3.5K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 6.12% |
$623 - $642
|
92
$9.89K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.65KNew |
$171K - $177K
|
1.65K
$177K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
226+ 0.81% |
$23.3K - $24.3K
|
28K
$3.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
17New |
$1.75K - $1.83K
|
17
$1.83K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.84% |
$1.34K - $1.4K
|
1.56K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
3.62KNew |
$374K - $389K
|
3.62K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.46KNew |
$770K - $802K
|
7.46K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
17New |
$1.75K - $1.83K
|
17
$1.83K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
19.2KNew |
$1.98M - $2.06M
|
19.2K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.66K- 43.15% |
$687K - $715K
|
8.77K
$943K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
181+ 6.76% |
$18.7K - $19.4K
|
2.86K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-335Closed |
$34.6K - $36K
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.73K- 28.14% |
$281K - $293K
|
6.96K
$748K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
231New |
$23.8K - $24.8K
|
231
$24.8K
|
|