Purchases and Sales Made in Q1 2023 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
461KNew |
$46.9M - $48.5M
|
461K
$48.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
459K+ 32.04% |
$46.6M - $48.2M
|
1.89M
$198M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
236K+ 63.37% |
$23.9M - $24.8M
|
607K
$63.5M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
233K+ 106.31% |
$23.6M - $24.5M
|
452K
$47.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
179K+ 13.18% |
$18.2M - $18.9M
|
1.54M
$161M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
146K+ 99549.66% |
$14.9M - $15.4M
|
146K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
103K+ 10.17% |
$10.5M - $10.8M
|
1.12M
$117M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
72.7K+ 33.2% |
$7.38M - $7.63M
|
292K
$30.5M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
60.2K+ 74.69% |
$6.12M - $6.33M
|
141K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
57.7KNew |
$5.86M - $6.07M
|
57.7K
$6.03M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
55.1K+ 671.07% |
$5.6M - $5.79M
|
63.3K
$6.62M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
43.1K+ 30.2% |
$4.38M - $4.53M
|
186K
$19.4M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
36.4K+ 4.58% |
$3.7M - $3.82M
|
831K
$86.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27K+ 11.71% |
$2.75M - $2.84M
|
258K
$27M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
25.5K+ 9.07% |
$2.59M - $2.68M
|
306K
$32M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.3K+ 30.93% |
$1.96M - $2.02M
|
81.5K
$8.52M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18.6KNew |
$1.89M - $1.95M
|
18.6K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
17.3K+ 2.16% |
$1.76M - $1.82M
|
819K
$85.6M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17K+ 17.3% |
$1.73M - $1.79M
|
116K
$12.1M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.5K+ 6.14% |
$1.67M - $1.73M
|
285K
$29.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
16KNew |
$1.63M - $1.68M
|
16K
$1.67M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
15.4K+ 6.33% |
$1.57M - $1.62M
|
259K
$27.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 37.96% |
$1.53M - $1.58M
|
54.8K
$5.72M
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
14.4K+ 10.57% |
$1.46M - $1.51M
|
151K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.4K+ 5.25% |
$1.37M - $1.41M
|
270K
$28.2M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.2K+ 3.07% |
$1.34M - $1.38M
|
443K
$46.3M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12.7K+ 21.57% |
$1.29M - $1.34M
|
71.7K
$7.5M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12K+ 13.89% |
$1.22M - $1.26M
|
98.3K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
11.6K+ 12.86% |
$1.18M - $1.22M
|
102K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
9.87K+ 14.51% |
$1M - $1.04M
|
77.9K
$8.14M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.96KNew |
$809K - $836K
|
7.96K
$832K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.83K+ 12.86% |
$795K - $823K
|
68.7K
$7.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6.89KNew |
$700K - $724K
|
6.89K
$720K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.16K+ 83.51% |
$625K - $647K
|
13.5K
$1.41M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
5.94K+ 3.65% |
$603K - $624K
|
168K
$17.6M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.22K+ 24.78% |
$530K - $549K
|
26.3K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.23K+ 34.04% |
$430K - $445K
|
16.7K
$1.74M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
4.2K+ 0.69% |
$427K - $441K
|
613K
$64M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
4.12KNew |
$418K - $432K
|
4.12K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.1KNew |
$416K - $430K
|
4.1K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.08K+ 192.27% |
$414K - $428K
|
6.2K
$648K
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
4KNew |
$406K - $420K
|
4K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.62K+ 2.81% |
$367K - $380K
|
132K
$13.8M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
3.57K+ 132.79% |
$363K - $375K
|
6.26K
$654K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.16KNew |
$321K - $332K
|
3.16K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
3.1K+ 28.76% |
$315K - $326K
|
13.9K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.82K+ 8.01% |
$286K - $296K
|
38K
$3.97M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.66K+ 1.24% |
$270K - $280K
|
217K
$22.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.55K+ 25.06% |
$259K - $268K
|
12.7K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
2.53KNew |
$257K - $266K
|
2.53K
$265K
|