Latest Institutional Sells of Ishares Tr (GVI)
This list provides information on the latest institutional transactions involving Ishares Tr (GVI) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-100- 10.0% |
$10K - $10.5K
|
900
$92.9K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-83- 56.08% |
$8.3K - $8.71K
|
65
$6.71K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-71- 3.36% |
$7.1K - $7.45K
|
2.04K
$211K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21- 17.65% |
$2.1K - $2.2K
|
98
$10.1K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-20- 0.7% |
$2K - $2.1K
|
2.82K
$291K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 8.62% |
$1K - $1.05K
|
106
$10.9K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-182KClosed |
$18.4M - $18.8M
|
0
$0
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.26K- 18.23% |
$228K - $234K
|
10.1K
$1.05M
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.71K- 38.19% |
$173K - $177K
|
2.77K
$286K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.49K- 35.96% |
$150K - $154K
|
2.65K
$274K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-555- 48.05% |
$56.1K - $57.4K
|
600
$61.9K
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-63- 1.22% |
$6.36K - $6.52K
|
5.11K
$528K
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 7.14% |
$1.01K - $1.04K
|
130
$13.4K
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-4- 9.52% |
$404 - $414
|
38
$3.92K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-24.2K- 87.1% |
$2.49M - $2.54M
|
3.58K
$369K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 45.32% |
$185K - $189K
|
2.17K
$224K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.49K- 32.09% |
$153K - $157K
|
3.15K
$325K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-863- 54.17% |
$88.7K - $90.8K
|
730
$75.3K
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-378- 14.93% |
$38.9K - $39.8K
|
2.15K
$222K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-19- 9.18% |
$1.95K - $2K
|
188
$19.4K
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-5- 2.04% |
$514 - $526
|
240
$24.8K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.2K- 36.03% |
$528K - $546K
|
9.23K
$952K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.46K- 93.37% |
$250K - $259K
|
175
$18.1K
|
|
Q4 2022 | |||||||
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-316K- 98.03% |
$31.8M - $32.8M
|
6.33K
$653K
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.8K- 47.42% |
$181K - $186K
|
1.99K
$205K
|
|
Feb 14, 2023
Q4 2022
|
New Legacy Group, LLC
|
SELL
|
- |
-1K- 10.2% |
$101K - $104K
|
8.8K
$908K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-936- 26.33% |
$94.2K - $97.2K
|
2.62K
$270K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-515- 60.59% |
$51.8K - $53.5K
|
335
$34.6K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-488- 15.67% |
$49.1K - $50.7K
|
2.63K
$271K
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-460- 14.17% |
$46.3K - $47.8K
|
2.79K
$287K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-85- 95.51% |
$8.55K - $8.83K
|
4
$413
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-723- 54.65% |
$73.9K - $77.5K
|
600
$61.9K
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-364- 14.65% |
$37.2K - $39K
|
2.12K
$219K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-183- 4.38% |
$18.7K - $19.6K
|
3.99K
$412K
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-35- 12.87% |
$3.58K - $3.75K
|
237
$24.5K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-19- 33.33% |
$1.94K - $2.04K
|
38
$3.92K
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1- 0.03% |
$102 - $107
|
3.17K
$327K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-14.7K- 42.04% |
$1.52M - $1.59M
|
20.3K
$2.09M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.33K- 71.94% |
$344K - $360K
|
1.3K
$134K
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.43KClosed |
$251K - $263K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.07KClosed |
$214K - $224K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.07KClosed |
$214K - $224K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.96KClosed |
$202K - $212K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.86KClosed |
$192K - $201K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.65K- 83.22% |
$170K - $178K
|
332
$34.3K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-956Closed |
$98.8K - $103K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-630Closed |
$65.1K - $68.2K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-483- 13.17% |
$49.9K - $52.3K
|
3.19K
$329K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-100Closed |
$10.3K - $10.8K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-66Closed |
$6.82K - $7.14K
|
0
$0
|