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 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
51New |
$5.1K - $5.35K
|
51
$5.43K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-100- 10.0% |
$10K - $10.5K
|
900
$95.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
205New |
$20.5K - $21.5K
|
205
$21.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.63KNew |
$263K - $276K
|
2.63K
$279K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
238New |
$23.8K - $25K
|
238
$25.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
725+ 30.27% |
$72.5K - $76.1K
|
3.12K
$332K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
97New |
$9.71K - $10.2K
|
97
$10.3K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.95KNew |
$195K - $204K
|
1.95K
$207K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
145New |
$14.5K - $15.2K
|
145
$15.4K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
181New |
$18.3K - $18.7K
|
181
$19.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.14KNew |
$317K - $325K
|
3.14K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.85K+ 20.18% |
$692K - $709K
|
40.8K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.49K- 35.96% |
$150K - $154K
|
2.65K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.35KNew |
$338K - $346K
|
3.35K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
517+ 1.84% |
$52.2K - $53.5K
|
28.7K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$707 - $725
|
7
$745
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-4- 9.52% |
$404 - $414
|
38
$4.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-182KClosed |
$18.4M - $18.8M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 7.14% |
$1.01K - $1.04K
|
130
$13.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
283+ 14.52% |
$28.6K - $29.3K
|
2.23K
$237K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.26K- 18.23% |
$228K - $234K
|
10.1K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
212KNew |
$21.4M - $21.9M
|
212K
$22.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.71K- 38.19% |
$173K - $177K
|
2.77K
$295K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
29New |
$2.93K - $3K
|
29
$3.09K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
12KNew |
$1.21M - $1.24M
|
12K
$1.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
2.15KNew |
$217K - $223K
|
2.15K
$229K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
690New |
$69.7K - $71.4K
|
690
$73.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
4.65KNew |
$470K - $482K
|
4.65K
$495K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-24.2K- 87.1% |
$2.49M - $2.54M
|
3.58K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-19- 9.18% |
$1.95K - $2K
|
188
$20K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
135+ 3.58% |
$13.9K - $14.2K
|
3.9K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7New |
$720 - $737
|
7
$745
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
232New |
$23.9K - $24.4K
|
232
$24.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-863- 54.17% |
$88.7K - $90.8K
|
730
$77.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
10KNew |
$1.03M - $1.05M
|
10K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 45.32% |
$185K - $189K
|
2.17K
$231K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-5- 2.04% |
$514 - $526
|
240
$25.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
29New |
$2.98K - $3.05K
|
29
$3.09K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.83KNew |
$291K - $298K
|
2.83K
$301K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
170New |
$17.5K - $17.9K
|
170
$18.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37New |
$3.8K - $3.89K
|
37
$3.94K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-378- 14.93% |
$38.9K - $39.8K
|
2.15K
$229K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
9New |
$925 - $947
|
9
$957
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.75KNew |
$385K - $394K
|
3.75K
$398K
|
|
| Q1 2023 | |||||||
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18.6KNew |
$1.89M - $1.95M
|
18.6K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.2K- 36.03% |
$528K - $546K
|
9.23K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
83+ 1.89% |
$8.43K - $8.72K
|
4.48K
$477K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
461KNew |
$46.9M - $48.5M
|
461K
$49.1M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
660New |
$67K - $69.3K
|
660
$70.2K
|
|