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 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-687- 20.41% |
$71K - $72.1K
|
2.68K
$280K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-710- 1.43% |
$73.4K - $74.6K
|
49K
$5.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-732- 2.12% |
$75.6K - $76.9K
|
33.8K
$3.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-749- 49.57% |
$77.4K - $78.7K
|
762
$79.6K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-821- 27.33% |
$84.8K - $86.2K
|
2.18K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-892- 2.98% |
$92.2K - $93.7K
|
29K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-900- 8.16% |
$93K - $94.5K
|
10.1K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-920- 4.72% |
$95K - $96.6K
|
18.6K
$1.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 1.57% |
$116K - $118K
|
70.5K
$7.37M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-1.15K- 0.73% |
$118K - $120K
|
157K
$16.4M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.21K- 27.05% |
$125K - $127K
|
3.26K
$341K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.25K- 1.97% |
$130K - $132K
|
62.3K
$6.51M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.26K- 9.67% |
$130K - $132K
|
11.8K
$1.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.47K- 24.36% |
$152K - $154K
|
4.57K
$477K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.56K- 11.25% |
$161K - $164K
|
12.3K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-1.65K- 34.58% |
$171K - $173K
|
3.12K
$326K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.77K- 5.72% |
$183K - $186K
|
29.2K
$3.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-1.82K- 1.36% |
$188K - $191K
|
132K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.82K- 70.86% |
$188K - $191K
|
749
$78.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.22K- 2.75% |
$230K - $234K
|
78.7K
$8.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.24K- 1.76% |
$231K - $235K
|
125K
$13.1M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.28K- 2.56% |
$235K - $239K
|
86.6K
$9.05M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.28K- 1.01% |
$236K - $240K
|
223K
$23.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.34K- 3.88% |
$242K - $246K
|
58K
$6.06M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.38K- 23.77% |
$246K - $250K
|
7.65K
$799K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.62K- 27.43% |
$270K - $275K
|
6.92K
$723K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-2.66K- 8.31% |
$274K - $279K
|
29.3K
$3.06M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.66K- 19.21% |
$275K - $280K
|
11.2K
$1.17M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.5K- 42.88% |
$362K - $368K
|
4.66K
$487K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3.66K- 11.44% |
$378K - $384K
|
28.3K
$2.96M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.83K- 1.6% |
$396K - $403K
|
235K
$24.6M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.85K- 46.18% |
$398K - $404K
|
4.49K
$469K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.22K- 17.06% |
$435K - $443K
|
20.5K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.94K- 7.35% |
$614K - $624K
|
74.9K
$7.83M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6.38K- 99.16% |
$659K - $670K
|
54
$5.64K
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-6.42K- 31.94% |
$663K - $674K
|
13.7K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.34K- 12.63% |
$759K - $771K
|
50.8K
$5.31M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-7.82K- 10.03% |
$808K - $821K
|
70.2K
$7.33M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.5K- 2.08% |
$878K - $892K
|
401K
$41.9M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-9.33K- 13.81% |
$963K - $979K
|
58.2K
$6.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-10.2K- 4.64% |
$1.05M - $1.07M
|
210K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.6K- 17.65% |
$1.1M - $1.11M
|
49.5K
$5.17M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-12.9K- 18.14% |
$1.33M - $1.35M
|
58.2K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-15.9K- 86.97% |
$1.64M - $1.67M
|
2.39K
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-16.4K- 3.98% |
$1.69M - $1.72M
|
394K
$41.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17K- 6.76% |
$1.76M - $1.79M
|
235K
$24.6M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-17.9K- 62.18% |
$1.84M - $1.88M
|
10.9K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.6K- 28.16% |
$2.24M - $2.27M
|
55.2K
$5.77M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-24.6K- 59.19% |
$2.54M - $2.59M
|
17K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-24.7K- 10.47% |
$2.56M - $2.6M
|
212K
$22.1M
|