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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
792New |
$80.5K - $83.2K
|
792
$84.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
249New |
$25.3K - $26.2K
|
249
$26.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.18% |
$102 - $105
|
556
$59.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.26KNew |
$230K - $238K
|
2.26K
$241K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
335+ 11.57% |
$34K - $35.2K
|
3.23K
$344K
|
|
| Q4 2022 | |||||||
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
675New |
$67.7K - $70.1K
|
675
$71.8K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
568+ 2366.67% |
$56.9K - $59K
|
592
$63K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
47.8K+ 74.59% |
$4.79M - $4.96M
|
112K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Legacy Group, LLC
|
SELL
|
- |
-1K- 10.2% |
$100K - $104K
|
8.8K
$936K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.19K+ 83.23% |
$119K - $124K
|
2.62K
$279K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-85- 95.51% |
$8.52K - $8.83K
|
4
$426
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.05KNew |
$907K - $940K
|
9.05K
$962K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-460- 14.17% |
$46.1K - $47.8K
|
2.79K
$296K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.4KNew |
$241K - $249K
|
2.4K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
786+ 3.18% |
$78.8K - $81.6K
|
25.5K
$2.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.51K+ 64.22% |
$552K - $572K
|
14.1K
$1.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$10K - $10.4K
|
100
$10.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.8K- 47.42% |
$180K - $186K
|
1.99K
$212K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$167K - $173K
|
1.67K
$177K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
6KNew |
$601K - $623K
|
6K
$638K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-936- 26.33% |
$93.8K - $97.2K
|
2.62K
$279K
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
126KNew |
$12.6M - $13.1M
|
126K
$13.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
42New |
$4.21K - $4.36K
|
42
$4.47K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-488- 15.67% |
$48.9K - $50.7K
|
2.63K
$279K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
2.9KNew |
$290K - $301K
|
2.9K
$308K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
157New |
$15.7K - $16.3K
|
157
$16.7K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
42.5KNew |
$4.3M - $4.55M
|
42.5K
$4.52M
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-43Closed |
$4.35K - $4.61K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-183- 4.38% |
$18.5K - $19.6K
|
3.99K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
212+ 12.86% |
$21.4K - $22.7K
|
1.86K
$198K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.03KNew |
$306K - $324K
|
3.03K
$322K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1- 0.03% |
$101 - $107
|
3.17K
$337K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
200+ 0.23% |
$20.2K - $21.4K
|
87.5K
$9.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-723- 54.65% |
$73.1K - $77.5K
|
600
$63.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-35- 12.87% |
$3.54K - $3.75K
|
237
$25.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-364- 14.65% |
$36.8K - $39K
|
2.12K
$226K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
2.08KNew |
$210K - $222K
|
2.08K
$221K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.12KNew |
$315K - $334K
|
3.12K
$331K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
4.81K+ 44.51% |
$486K - $515K
|
15.6K
$1.66M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4.36KNew |
$451K - $472K
|
4.36K
$464K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.07KClosed |
$214K - $224K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-100Closed |
$10.3K - $10.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
51New |
$5.27K - $5.52K
|
51
$5.43K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-956Closed |
$98.8K - $103K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.32KNew |
$136K - $143K
|
1.32K
$140K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
13.1KNew |
$1.35M - $1.41M
|
13.1K
$1.39M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-66Closed |
$6.82K - $7.14K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-14.7K- 42.04% |
$1.52M - $1.59M
|
20.3K
$2.16M
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
110New |
$11.4K - $11.9K
|
110
$11.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-630Closed |
$65.1K - $68.2K
|
0
$0
|
|