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 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$1.29M - $1.31M
|
12.5K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
10.5KNew |
$1.08M - $1.1M
|
10.5K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.75KNew |
$490K - $498K
|
4.75K
$510K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.1KNew |
$113K - $115K
|
1.1K
$118K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
314+ 10.33% |
$32.4K - $33K
|
3.35K
$361K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
293New |
$30.3K - $30.8K
|
293
$31.5K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
240+ 6.77% |
$24.8K - $25.2K
|
3.79K
$407K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
70New |
$7.23K - $7.35K
|
70
$7.53K
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
19.9KNew |
$1.99M - $2.09M
|
19.9K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11.6KNew |
$1.16M - $1.22M
|
11.6K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
9.68K+ 290.9% |
$969K - $1.02M
|
13K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.47KNew |
$547K - $573K
|
5.47K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
4.5KNew |
$450K - $472K
|
4.5K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.62KNew |
$362K - $379K
|
3.62K
$389K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.63KNew |
$263K - $276K
|
2.63K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.22KNew |
$222K - $233K
|
2.22K
$239K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.98KNew |
$198K - $208K
|
1.98K
$213K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.95KNew |
$195K - $204K
|
1.95K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.92KNew |
$193K - $202K
|
1.92K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.65KNew |
$165K - $173K
|
1.65K
$177K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.5KNew |
$150K - $157K
|
1.5K
$161K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.25KNew |
$125K - $131K
|
1.25K
$134K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
725+ 30.27% |
$72.5K - $76.1K
|
3.12K
$335K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
372New |
$37.2K - $39K
|
372
$40K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
340New |
$34K - $35.7K
|
340
$36.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
238New |
$23.8K - $25K
|
238
$25.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
205New |
$20.5K - $21.5K
|
205
$22K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
145New |
$14.5K - $15.2K
|
145
$15.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
97New |
$9.71K - $10.2K
|
97
$10.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
77New |
$7.7K - $8.08K
|
77
$8.28K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
51New |
$5.1K - $5.35K
|
51
$5.48K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26+ 1.02% |
$2.6K - $2.73K
|
2.59K
$278K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
25+ 0.93% |
$2.5K - $2.62K
|
2.71K
$291K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
212KNew |
$21.4M - $21.9M
|
212K
$22.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
12KNew |
$1.21M - $1.24M
|
12K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.85K+ 20.18% |
$692K - $709K
|
40.8K
$4.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
4.65KNew |
$470K - $482K
|
4.65K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.35KNew |
$338K - $346K
|
3.35K
$360K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.14KNew |
$317K - $325K
|
3.14K
$337K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
2.15KNew |
$217K - $223K
|
2.15K
$231K
|
|
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.23K+ 49.0% |
$124K - $127K
|
3.74K
$402K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
690New |
$69.7K - $71.4K
|
690
$74.2K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
517+ 1.84% |
$52.2K - $53.5K
|
28.7K
$3.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
283+ 14.52% |
$28.6K - $29.3K
|
2.23K
$240K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
181New |
$18.3K - $18.7K
|
181
$19.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
29New |
$2.93K - $3K
|
29
$3.12K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$707 - $725
|
7
$753
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.75KNew |
$385K - $394K
|
3.75K
$403K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.83KNew |
$291K - $298K
|
2.83K
$304K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
170New |
$17.5K - $17.9K
|
170
$18.3K
|
|