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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
55KNew |
$5.71M - $5.89M
|
55K
$5.85M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-388- 16.49% |
$40.3K - $41.5K
|
1.97K
$209K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
110New |
$11.4K - $11.8K
|
110
$11.7K
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.6KNew |
$270K - $279K
|
2.6K
$277K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.73K- 69.96% |
$491K - $506K
|
2.03K
$216K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.43% |
$104 - $107
|
234
$24.9K
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.88KNew |
$923K - $951K
|
8.88K
$945K
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-11- 0.81% |
$1.14K - $1.18K
|
1.35K
$143K
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-500- 12.5% |
$51.9K - $53.5K
|
3.5K
$372K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-90- 81.82% |
$9.35K - $9.63K
|
20
$2.13K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.0% |
$104 - $107
|
51
$5.43K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 6.12% |
$623 - $642
|
92
$9.79K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.65KNew |
$171K - $177K
|
1.65K
$175K
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
17New |
$1.75K - $1.83K
|
17
$1.81K
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
226+ 0.81% |
$23.3K - $24.3K
|
28K
$2.98M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
17New |
$1.75K - $1.83K
|
17
$1.81K
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.46KNew |
$770K - $802K
|
7.46K
$794K
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
3.62KNew |
$374K - $389K
|
3.62K
$385K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.23K+ 140.03% |
$333K - $347K
|
5.54K
$589K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.84% |
$1.34K - $1.4K
|
1.56K
$166K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.66K- 43.15% |
$687K - $715K
|
8.77K
$933K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
221+ 11.02% |
$22.8K - $23.7K
|
2.23K
$237K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.8KNew |
$1.11M - $1.16M
|
10.8K
$1.15M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
19.2KNew |
$1.98M - $2.06M
|
19.2K
$2.04M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-335Closed |
$34.6K - $36K
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.43KNew |
$251K - $261K
|
2.43K
$259K
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
181+ 6.76% |
$18.7K - $19.4K
|
2.86K
$304K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
9.13KNew |
$942K - $980K
|
9.13K
$971K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.73K- 28.14% |
$281K - $293K
|
6.96K
$741K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
231New |
$23.8K - $24.8K
|
231
$24.6K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12- 0.55% |
$1.24K - $1.29K
|
2.17K
$231K
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.9KNew |
$299K - $311K
|
2.9K
$308K
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
382+ 10.34% |
$39.4K - $41K
|
4.08K
$434K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.83K- 43.12% |
$189K - $197K
|
2.41K
$257K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
229New |
$23.6K - $24.6K
|
229
$24.4K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-695- 0.89% |
$71.7K - $74.7K
|
77.1K
$8.2M
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-77- 0.81% |
$7.94K - $8.27K
|
9.48K
$1.01M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.19K+ 31.86% |
$226K - $235K
|
9.06K
$964K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-302K- 69.63% |
$31.1M - $32.4M
|
132K
$14M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1- 0.13% |
$103 - $107
|
775
$82.4K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
38New |
$3.92K - $4.08K
|
38
$4.04K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
156New |
$16.1K - $16.8K
|
156
$16.6K
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
14+ 0.26% |
$1.44K - $1.5K
|
5.38K
$572K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.76KNew |
$282K - $287K
|
2.76K
$294K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
12.7KNew |
$1.3M - $1.32M
|
12.7K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
58.8K+ 21.42% |
$6.01M - $6.12M
|
333K
$35.5M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
97+ 0.87% |
$9.91K - $10.1K
|
11.3K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
214New |
$21.9K - $22.3K
|
214
$22.8K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
245New |
$25K - $25.5K
|
245
$26.1K
|