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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-859- 30.43% |
$87.7K - $89.4K
|
1.96K
$209K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.62K- 30.18% |
$267K - $272K
|
6.06K
$644K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.27KNew |
$232K - $236K
|
2.27K
$242K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16- 0.69% |
$1.63K - $1.66K
|
2.32K
$246K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
14.7K+ 29.56% |
$1.5M - $1.52M
|
64.3K
$6.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.09K- 24.98% |
$112K - $114K
|
3.28K
$349K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 51.35% |
$3.88K - $3.95K
|
36
$3.83K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-692- 97.88% |
$70.7K - $72K
|
15
$1.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-282- 21.3% |
$28.8K - $29.3K
|
1.04K
$111K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-400- 8.58% |
$40.9K - $41.6K
|
4.26K
$453K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
293New |
$30.3K - $30.8K
|
293
$31.2K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-31.2K- 10.79% |
$3.23M - $3.28M
|
258K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-449- 76.62% |
$46.4K - $47.1K
|
137
$14.6K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2- 0.05% |
$207 - $210
|
4.32K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.85K- 46.18% |
$398K - $404K
|
4.49K
$477K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-86- 0.03% |
$8.88K - $9.03K
|
289K
$30.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$1.29M - $1.31M
|
12.5K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-821- 27.33% |
$84.8K - $86.2K
|
2.18K
$232K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
240+ 6.77% |
$24.8K - $25.2K
|
3.79K
$403K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
300+ 11.54% |
$31K - $31.5K
|
2.9K
$309K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-13- 11.5% |
$1.34K - $1.37K
|
100
$10.6K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.75KNew |
$490K - $498K
|
4.75K
$505K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
70New |
$7.23K - $7.35K
|
70
$7.45K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.1KNew |
$113K - $115K
|
1.1K
$117K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
10.5KNew |
$1.08M - $1.1M
|
10.5K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-24.6K- 59.19% |
$2.54M - $2.59M
|
17K
$1.81M
|
|
|
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
$357K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
4.5KNew |
$450K - $472K
|
4.5K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.22KNew |
$222K - $233K
|
2.22K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.62KNew |
$362K - $379K
|
3.62K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11.6KNew |
$1.16M - $1.22M
|
11.6K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
77New |
$7.7K - $8.08K
|
77
$8.19K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-83- 56.08% |
$8.3K - $8.71K
|
65
$6.91K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.5KNew |
$150K - $157K
|
1.5K
$160K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.47KNew |
$547K - $573K
|
5.47K
$581K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.92KNew |
$193K - $202K
|
1.92K
$205K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.65KNew |
$165K - $173K
|
1.65K
$175K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
372New |
$37.2K - $39K
|
372
$39.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 8.62% |
$1K - $1.05K
|
106
$11.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
340New |
$34K - $35.7K
|
340
$36.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
9.68K+ 290.9% |
$969K - $1.02M
|
13K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26+ 1.02% |
$2.6K - $2.73K
|
2.59K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.25KNew |
$125K - $131K
|
1.25K
$133K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.98KNew |
$198K - $208K
|
1.98K
$211K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.21K- 9.76% |
$121K - $127K
|
11.2K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
25+ 0.93% |
$2.5K - $2.62K
|
2.71K
$288K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10KNew |
$1M - $1.05M
|
10K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
19.9KNew |
$1.99M - $2.09M
|
19.9K
$2.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-9.38K- 98.77% |
$939K - $984K
|
117
$12.4K
|
|