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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
77New |
$7.7K - $8.08K
|
77
$8.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11.6KNew |
$1.16M - $1.22M
|
11.6K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.47KNew |
$547K - $573K
|
5.47K
$588K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-83- 56.08% |
$8.3K - $8.71K
|
65
$6.99K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.5KNew |
$150K - $157K
|
1.5K
$161K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.65KNew |
$165K - $173K
|
1.65K
$177K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.92KNew |
$193K - $202K
|
1.92K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
372New |
$37.2K - $39K
|
372
$40K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 8.62% |
$1K - $1.05K
|
106
$11.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
340New |
$34K - $35.7K
|
340
$36.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
9.68K+ 290.9% |
$969K - $1.02M
|
13K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26+ 1.02% |
$2.6K - $2.73K
|
2.59K
$278K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.25KNew |
$125K - $131K
|
1.25K
$134K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.98KNew |
$198K - $208K
|
1.98K
$213K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
25+ 0.93% |
$2.5K - $2.62K
|
2.71K
$291K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.21K- 9.76% |
$121K - $127K
|
11.2K
$1.21M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
19.9KNew |
$1.99M - $2.09M
|
19.9K
$2.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-9.38K- 98.77% |
$939K - $984K
|
117
$12.6K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-100- 10.0% |
$10K - $10.5K
|
900
$96.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
51New |
$5.1K - $5.35K
|
51
$5.48K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
205New |
$20.5K - $21.5K
|
205
$22K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.63KNew |
$263K - $276K
|
2.63K
$282K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
238New |
$23.8K - $25K
|
238
$25.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
725+ 30.27% |
$72.5K - $76.1K
|
3.12K
$335K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
97New |
$9.71K - $10.2K
|
97
$10.4K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.95KNew |
$195K - $204K
|
1.95K
$210K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
145New |
$14.5K - $15.2K
|
145
$15.6K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.23K+ 49.0% |
$124K - $127K
|
3.74K
$402K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
181New |
$18.3K - $18.7K
|
181
$19.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.14KNew |
$317K - $325K
|
3.14K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
517+ 1.84% |
$52.2K - $53.5K
|
28.7K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.35KNew |
$338K - $346K
|
3.35K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.49K- 35.96% |
$150K - $154K
|
2.65K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.85K+ 20.18% |
$692K - $709K
|
40.8K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-182KClosed |
$18.4M - $18.8M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$707 - $725
|
7
$753
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-4- 9.52% |
$404 - $414
|
38
$4.09K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 7.14% |
$1.01K - $1.04K
|
130
$14K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
283+ 14.52% |
$28.6K - $29.3K
|
2.23K
$240K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
212KNew |
$21.4M - $21.9M
|
212K
$22.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.26K- 18.23% |
$228K - $234K
|
10.1K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.71K- 38.19% |
$173K - $177K
|
2.77K
$298K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
29New |
$2.93K - $3K
|
29
$3.12K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
12KNew |
$1.21M - $1.24M
|
12K
$1.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
2.15KNew |
$217K - $223K
|
2.15K
$231K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
690New |
$69.7K - $71.4K
|
690
$74.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
4.65KNew |
$470K - $482K
|
4.65K
$500K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-24.2K- 87.1% |
$2.49M - $2.54M
|
3.58K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-19- 9.18% |
$1.95K - $2K
|
188
$20.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
135+ 3.58% |
$13.9K - $14.2K
|
3.9K
$420K
|
|