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 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.34K+ 10.57% |
$345K - $351K
|
35K
$3.65M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.25K+ 18.42% |
$336K - $341K
|
20.9K
$2.18M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
3.2K+ 5.22% |
$331K - $336K
|
64.5K
$6.74M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
3.12K+ 13.11% |
$322K - $327K
|
26.9K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.03KNew |
$313K - $318K
|
3.03K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.02K+ 27.39% |
$312K - $317K
|
14.1K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.72K+ 3.66% |
$281K - $286K
|
77K
$8.04M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.7K+ 6.33% |
$279K - $284K
|
45.4K
$4.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.59KNew |
$267K - $272K
|
2.59K
$270K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.46K+ 1408.0% |
$255K - $259K
|
2.64K
$276K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.44K+ 13.15% |
$252K - $256K
|
21K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.37K+ 17.08% |
$245K - $249K
|
16.2K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.3K+ 5.33% |
$238K - $242K
|
45.5K
$4.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
2.24K+ 15.37% |
$231K - $235K
|
16.8K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.21KNew |
$229K - $232K
|
2.21K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.16KNew |
$223K - $227K
|
2.16K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.99KNew |
$205K - $209K
|
1.99K
$208K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.96K+ 58.37% |
$202K - $206K
|
5.32K
$555K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.87K+ 27.5% |
$193K - $196K
|
8.68K
$907K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.74K+ 55.07% |
$180K - $183K
|
4.9K
$512K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.73K+ 44.5% |
$178K - $181K
|
5.61K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.7K+ 28.97% |
$176K - $178K
|
7.56K
$790K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.63K+ 4.95% |
$169K - $171K
|
34.6K
$3.62M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.48K+ 13.55% |
$153K - $155K
|
12.4K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.37K+ 1.91% |
$142K - $144K
|
73.3K
$7.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.32KNew |
$137K - $139K
|
1.32K
$138K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.16K+ 32.83% |
$120K - $122K
|
4.69K
$490K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.1KNew |
$113K - $115K
|
1.1K
$115K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.08K+ 2.24% |
$112K - $113K
|
49.3K
$5.15M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
950+ 5.86% |
$98.1K - $99.8K
|
17.2K
$1.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
864+ 14.49% |
$89.3K - $90.7K
|
6.83K
$713K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
846+ 7.28% |
$87.4K - $88.8K
|
12.5K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
750+ 6.6% |
$77.5K - $78.8K
|
12.1K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
736+ 4.16% |
$76K - $77.3K
|
18.4K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
713+ 8.46% |
$73.7K - $74.9K
|
9.14K
$956K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
640+ 89.14% |
$66.1K - $67.2K
|
1.36K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
620+ 7.41% |
$64.1K - $65.1K
|
8.99K
$939K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
554+ 0.67% |
$57.2K - $58.2K
|
82.9K
$8.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
541+ 12.92% |
$55.9K - $56.8K
|
4.73K
$494K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
530+ 299.44% |
$54.8K - $55.7K
|
707
$73.9K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
473+ 131.02% |
$48.9K - $49.7K
|
834
$87.2K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
470+ 1.5% |
$48.6K - $49.4K
|
31.9K
$3.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
430+ 0.63% |
$44.4K - $45.2K
|
68.8K
$7.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
420+ 10.62% |
$43.4K - $44.1K
|
4.38K
$457K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
406+ 58.17% |
$41.9K - $42.6K
|
1.1K
$115K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
346+ 3.51% |
$35.7K - $36.3K
|
10.2K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
324+ 3.28% |
$33.5K - $34K
|
10.2K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
323+ 8.11% |
$33.4K - $33.9K
|
4.31K
$450K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
314+ 10.33% |
$32.4K - $33K
|
3.35K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
300+ 8.05% |
$31K - $31.5K
|
4.03K
$421K
|