Purchases and Sales Made in Q1 2024 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q1 2024. 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 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
445K+ 191.35% |
$46M - $46.7M
|
677K
$70.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
302K+ 609.56% |
$31.2M - $31.7M
|
351K
$36.7M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
287KNew |
$29.6M - $30.1M
|
287K
$30M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
109K+ 10.38% |
$11.2M - $11.4M
|
1.16M
$121M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
103KNew |
$10.7M - $10.9M
|
103K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
92.4K+ 104.01% |
$9.54M - $9.7M
|
181K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.4K+ 18.02% |
$7.38M - $7.5M
|
468K
$48.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.4K+ 18.02% |
$7.38M - $7.5M
|
468K
$48.9M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
60.8K+ 164.14% |
$6.28M - $6.38M
|
97.8K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59K+ 4.43% |
$6.09M - $6.19M
|
1.39M
$145M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.5KNew |
$4.5M - $4.57M
|
43.5K
$4.55M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.8K+ 79.14% |
$4.42M - $4.5M
|
96.9K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
40.8KNew |
$4.22M - $4.29M
|
40.8K
$4.27M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
31.4K+ 21.77% |
$3.25M - $3.3M
|
176K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
30.3K+ 4.25% |
$3.13M - $3.18M
|
744K
$77.8M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29.2K+ 6.23% |
$3.02M - $3.07M
|
498K
$52M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
28.3KNew |
$2.92M - $2.97M
|
28.3K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
25.8K+ 7.8% |
$2.67M - $2.71M
|
357K
$37.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
25.5K+ 1000.0% |
$2.63M - $2.67M
|
28K
$2.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
24.6K+ 17.6% |
$2.54M - $2.58M
|
164K
$17.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.3K+ 18.19% |
$2.41M - $2.45M
|
152K
$15.9M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
19.6K+ 472.76% |
$2.02M - $2.06M
|
23.7K
$2.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
19.5KNew |
$2.02M - $2.05M
|
19.5K
$2.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
17.1K+ 43.84% |
$1.77M - $1.79M
|
56.1K
$5.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
16.1K+ 10.44% |
$1.66M - $1.69M
|
170K
$17.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
14.6K+ 17.03% |
$1.51M - $1.53M
|
100K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.4K+ 9.55% |
$1.48M - $1.51M
|
165K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.4K+ 29.19% |
$1.48M - $1.51M
|
63.5K
$6.64M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$1.29M - $1.31M
|
12.5K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.6KNew |
$1.2M - $1.22M
|
11.6K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.1KNew |
$1.15M - $1.17M
|
11.1K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 26.39% |
$1.12M - $1.14M
|
51.9K
$5.43M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
10.5KNew |
$1.08M - $1.1M
|
10.5K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
10.3K+ 4.37% |
$1.07M - $1.09M
|
247K
$25.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.22K+ 17.6% |
$953K - $968K
|
61.6K
$6.44M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.99K+ 6.12% |
$826K - $839K
|
139K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.52K+ 69.33% |
$777K - $789K
|
18.4K
$1.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
6.31KNew |
$652K - $663K
|
6.31K
$659K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
5.56K+ 1.69% |
$575K - $584K
|
334K
$34.9M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.33KNew |
$551K - $560K
|
5.33K
$557K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.75KNew |
$490K - $498K
|
4.75K
$496K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.67KNew |
$482K - $490K
|
4.67K
$488K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
4.65K+ 20.66% |
$481K - $489K
|
27.2K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.3K+ 3.07% |
$444K - $452K
|
144K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.19K+ 23.0% |
$433K - $440K
|
22.4K
$2.34M
|
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
4.03K+ 29.86% |
$416K - $423K
|
17.5K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.74K+ 0.67% |
$386K - $393K
|
559K
$58.4M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.7K+ 4.72% |
$383K - $389K
|
82.1K
$8.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.59K+ 10.1% |
$371K - $377K
|
39.1K
$4.09M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.41K+ 2.63% |
$352K - $358K
|
133K
$13.9M
|