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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12- 0.55% |
$1.24K - $1.29K
|
2.17K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.9KNew |
$299K - $311K
|
2.9K
$311K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
382+ 10.34% |
$39.4K - $41K
|
4.08K
$438K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.83K- 43.12% |
$189K - $197K
|
2.41K
$260K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
229New |
$23.6K - $24.6K
|
229
$24.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-695- 0.89% |
$71.7K - $74.7K
|
77.1K
$8.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-77- 0.81% |
$7.94K - $8.27K
|
9.48K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.19K+ 31.86% |
$226K - $235K
|
9.06K
$974K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-302K- 69.63% |
$31.1M - $32.4M
|
132K
$14.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1- 0.13% |
$103 - $107
|
775
$83.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
38New |
$3.92K - $4.08K
|
38
$4.09K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
156New |
$16.1K - $16.8K
|
156
$16.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
14+ 0.26% |
$1.44K - $1.5K
|
5.38K
$578K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.76KNew |
$282K - $287K
|
2.76K
$297K
|
|
|
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
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
58.8K+ 21.42% |
$6.01M - $6.12M
|
333K
$35.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
97+ 0.87% |
$9.91K - $10.1K
|
11.3K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
214New |
$21.9K - $22.3K
|
214
$23K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
245New |
$25K - $25.5K
|
245
$26.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-859- 30.43% |
$87.7K - $89.4K
|
1.96K
$211K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.62K- 30.18% |
$267K - $272K
|
6.06K
$651K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.27KNew |
$232K - $236K
|
2.27K
$244K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16- 0.69% |
$1.63K - $1.66K
|
2.32K
$249K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
14.7K+ 29.56% |
$1.5M - $1.52M
|
64.3K
$6.91M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 51.35% |
$3.88K - $3.95K
|
36
$3.87K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.09K- 24.98% |
$112K - $114K
|
3.28K
$353K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-692- 97.88% |
$70.7K - $72K
|
15
$1.61K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-282- 21.3% |
$28.8K - $29.3K
|
1.04K
$112K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-400- 8.58% |
$40.9K - $41.6K
|
4.26K
$458K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
293New |
$30.3K - $30.8K
|
293
$31.5K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-31.2K- 10.79% |
$3.23M - $3.28M
|
258K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-449- 76.62% |
$46.4K - $47.1K
|
137
$14.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-86- 0.03% |
$8.88K - $9.03K
|
289K
$31.1M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.85K- 46.18% |
$398K - $404K
|
4.49K
$482K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2- 0.05% |
$207 - $210
|
4.32K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$1.29M - $1.31M
|
12.5K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-821- 27.33% |
$84.8K - $86.2K
|
2.18K
$235K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
240+ 6.77% |
$24.8K - $25.2K
|
3.79K
$407K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-13- 11.5% |
$1.34K - $1.37K
|
100
$10.8K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.75KNew |
$490K - $498K
|
4.75K
$510K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
70New |
$7.23K - $7.35K
|
70
$7.53K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.1KNew |
$113K - $115K
|
1.1K
$118K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
10.5KNew |
$1.08M - $1.1M
|
10.5K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-24.6K- 59.19% |
$2.54M - $2.59M
|
17K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-494Closed |
$51K - $51.9K
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
314+ 10.33% |
$32.4K - $33K
|
3.35K
$361K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.62KNew |
$362K - $379K
|
3.62K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.22KNew |
$222K - $233K
|
2.22K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
4.5KNew |
$450K - $472K
|
4.5K
$484K
|
|