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
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
300+ 8.05% |
$31K - $31.5K
|
4.03K
$421K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
293New |
$30.3K - $30.8K
|
293
$30.6K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
259+ 4.05% |
$26.8K - $27.2K
|
6.65K
$694K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
250+ 9.2% |
$25.8K - $26.3K
|
2.97K
$310K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
240+ 6.77% |
$24.8K - $25.2K
|
3.79K
$396K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
232+ 0.55% |
$24K - $24.4K
|
42.3K
$4.42M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
174+ 7.46% |
$18K - $18.3K
|
2.51K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
136+ 4.65% |
$14.1K - $14.3K
|
3.06K
$320K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
122New |
$12.6K - $12.8K
|
122
$12.7K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
104+ 1.93% |
$10.7K - $10.9K
|
5.49K
$573K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
95+ 0.31% |
$9.81K - $9.98K
|
31K
$3.24M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
78+ 0.08% |
$8.06K - $8.19K
|
94.5K
$9.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
70New |
$7.23K - $7.35K
|
70
$7.31K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
66+ 4.97% |
$6.82K - $6.93K
|
1.39K
$146K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
18+ 0.43% |
$1.86K - $1.89K
|
4.21K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.59% |
$930 - $945
|
1.53K
$160K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4+ 0.12% |
$413 - $420
|
3.36K
$351K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4+ 0.21% |
$413 - $420
|
1.93K
$202K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 1.14% |
$103 - $105
|
89
$9.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.75% |
$103 - $105
|
135
$14.1K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 1.14% |
$103 - $105
|
89
$9.3K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2- 0.05% |
$207 - $210
|
4.32K
$451K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 2.63% |
$207 - $210
|
74
$7.73K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-5- 0.15% |
$517 - $525
|
3.4K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 1.98% |
$1.03K - $1.05K
|
495
$51.7K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-13- 11.5% |
$1.34K - $1.37K
|
100
$10.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-14- 0.67% |
$1.45K - $1.47K
|
2.09K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21- 0.2% |
$2.17K - $2.21K
|
10.4K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23- 3.26% |
$2.38K - $2.42K
|
682
$71.2K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-46- 0.24% |
$4.75K - $4.83K
|
19.2K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-47- 1.05% |
$4.86K - $4.94K
|
4.44K
$463K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-67- 3.62% |
$6.92K - $7.04K
|
1.78K
$186K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-86- 0.03% |
$8.88K - $9.03K
|
289K
$30.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-111- 4.54% |
$11.5K - $11.7K
|
2.33K
$244K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-114- 0.67% |
$11.8K - $12K
|
16.9K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-137- 0.83% |
$14.2K - $14.4K
|
16.3K
$1.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-144- 8.43% |
$14.9K - $15.1K
|
1.56K
$163K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-153- 5.98% |
$15.8K - $16.1K
|
2.41K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-162- 2.33% |
$16.7K - $17K
|
6.78K
$708K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-169- 1.66% |
$17.5K - $17.7K
|
10K
$1.05M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-200- 14.29% |
$20.7K - $21K
|
1.2K
$125K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-200- 0.73% |
$20.7K - $21K
|
27.2K
$2.84M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-230- 6.17% |
$23.8K - $24.2K
|
3.5K
$366K
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-240- 9.84% |
$24.8K - $25.2K
|
2.2K
$230K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-330- 0.57% |
$34.1K - $34.7K
|
57.1K
$5.97M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-449- 76.62% |
$46.4K - $47.1K
|
137
$14.3K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-464- 8.46% |
$47.9K - $48.7K
|
5.02K
$524K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-494Closed |
$51K - $51.9K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-513- 7.19% |
$53K - $53.9K
|
6.62K
$691K
|