Latest Institutional Purchases of Ishares Tr (GVI)
This list provides information on the latest institutional transactions involving Ishares Tr (GVI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
83+ 1.89% |
$8.43K - $8.72K
|
4.48K
$481K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.18% |
$102 - $105
|
556
$59.7K
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
126KNew |
$12.6M - $13.1M
|
126K
$13.5M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
47.8K+ 74.59% |
$4.79M - $4.96M
|
112K
$12M
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
18.2KNew |
$1.83M - $1.89M
|
18.2K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.05KNew |
$907K - $940K
|
9.05K
$971K
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
6KNew |
$601K - $623K
|
6K
$644K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.51K+ 64.22% |
$552K - $572K
|
14.1K
$1.51M
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
2.9KNew |
$290K - $301K
|
2.9K
$311K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.4KNew |
$241K - $249K
|
2.4K
$257K
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$167K - $173K
|
1.67K
$179K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.19K+ 83.23% |
$119K - $124K
|
2.62K
$281K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
786+ 3.18% |
$78.8K - $81.6K
|
25.5K
$2.73M
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
675New |
$67.7K - $70.1K
|
675
$72.4K
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
639New |
$64K - $66.4K
|
639
$68.6K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
568+ 2366.67% |
$56.9K - $59K
|
592
$63.5K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
157New |
$15.7K - $16.3K
|
157
$16.8K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$10K - $10.4K
|
100
$10.7K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
42New |
$4.21K - $4.36K
|
42
$4.51K
|
|
Q3 2022 | |||||||
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
4.81K+ 44.51% |
$486K - $515K
|
15.6K
$1.67M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.12KNew |
$315K - $334K
|
3.12K
$334K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.03KNew |
$306K - $324K
|
3.03K
$325K
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
2.08KNew |
$210K - $222K
|
2.08K
$223K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
212+ 12.86% |
$21.4K - $22.7K
|
1.86K
$200K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
200+ 0.23% |
$20.2K - $21.4K
|
87.5K
$9.38M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 50.0% |
$3.84K - $4.07K
|
114
$12.2K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
13.1KNew |
$1.35M - $1.41M
|
13.1K
$1.4M
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4.36KNew |
$451K - $472K
|
4.36K
$468K
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.7KNew |
$383K - $401K
|
3.7K
$397K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.32KNew |
$136K - $143K
|
1.32K
$142K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
110New |
$11.4K - $11.9K
|
110
$11.8K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
62New |
$6.41K - $6.71K
|
62
$6.65K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
51New |
$5.27K - $5.52K
|
51
$5.47K
|
|
Q1 2022 | |||||||
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.21KNew |
$346K - $364K
|
3.21K
$344K
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
2.23KNew |
$241K - $254K
|
2.23K
$240K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
925New |
$99.9K - $105K
|
925
$99.2K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500+ 20.0% |
$54K - $56.8K
|
3K
$322K
|
|
Q4 2021 | |||||||
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
650+ 17.31% |
$73.8K - $74.9K
|
4.41K
$473K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
381New |
$43.3K - $43.9K
|
381
$40.9K
|
|
Q3 2021 | |||||||
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
28.4KNew |
$3.27M - $3.33M
|
28.4K
$3.05M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
3.33KNew |
$383K - $390K
|
3.33K
$357K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
708+ 769.57% |
$81.5K - $83K
|
800
$85.8K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
166KNew |
$19.1M - $19.2M
|
166K
$17.8M
|
|
Q4 2020 | |||||||
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
212New |
$24.8K - $25K
|
212
$22.7K
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
198New |
$23.2K - $23.3K
|
198
$21.2K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.67K+ 25.6% |
$765K - $786K
|
32.7K
$3.51M
|
|
Aug 12, 2020
Q2 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
548+ 1.45% |
$62.8K - $64.5K
|
38.4K
$4.12M
|
|
Q1 2020 | |||||||
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
380New |
$41.8K - $44.4K
|
380
$40.8K
|
|
Q4 2019 | |||||||
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
108New |
$12.1K - $12.3K
|
108
$11.6K
|