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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-25.2K- 3.12% |
$2.6M - $2.64M
|
781K
$81.6M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-27.1K- 2.71% |
$2.8M - $2.84M
|
972K
$102M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-31.1K- 42.81% |
$3.22M - $3.27M
|
41.6K
$4.35M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-31.2K- 10.79% |
$3.23M - $3.28M
|
258K
$27M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-33.3K- 10.06% |
$3.44M - $3.5M
|
298K
$31.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40K- 7.88% |
$4.13M - $4.2M
|
468K
$48.9M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-47.3K- 21.88% |
$4.89M - $4.97M
|
169K
$17.7M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-52.7K- 9.16% |
$5.45M - $5.54M
|
523K
$54.6M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-62.1K- 3.43% |
$6.41M - $6.52M
|
1.75M
$183M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-66.3K- 31.45% |
$6.85M - $6.96M
|
144K
$15.1M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-69.1K- 20.11% |
$7.14M - $7.26M
|
275K
$28.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-79.7K- 91.04% |
$8.24M - $8.37M
|
7.85K
$821K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-86K- 35.52% |
$8.89M - $9.03M
|
156K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-200K- 64.12% |
$20.6M - $21M
|
112K
$11.7M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-202K- 98.52% |
$20.8M - $21.2M
|
3.04K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-234K- 11.43% |
$24.1M - $24.5M
|
1.81M
$189M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-276K- 22.1% |
$28.6M - $29M
|
974K
$102M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-311K- 83.39% |
$32.1M - $32.7M
|
62K
$6.48M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-489K- 64.92% |
$50.5M - $51.3M
|
264K
$27.6M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-523K- 98.97% |
$54.1M - $54.9M
|
5.42K
$567K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-589K- 91.43% |
$60.8M - $61.8M
|
55.2K
$5.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.94M- 47.17% |
$200M - $204M
|
2.17M
$227M
|