Purchases and Sales Made in Q1 2025 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q1 2025. 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 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
5.86K+ 4.07% |
$607K - $621K
|
150K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5.65K+ 19.99% |
$585K - $599K
|
33.9K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.58KNew |
$577K - $591K
|
5.58K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.95KNew |
$512K - $525K
|
4.95K
$527K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
4.68K+ 4.92% |
$485K - $497K
|
99.9K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.68K+ 2.77% |
$485K - $496K
|
174K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.5K+ 3.89% |
$465K - $477K
|
120K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.49KNew |
$362K - $370K
|
3.49K
$372K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
3.32K+ 92.65% |
$343K - $351K
|
6.89K
$733K
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.32K+ 1.68% |
$343K - $351K
|
200K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.16K+ 61.48% |
$327K - $335K
|
8.31K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.06KNew |
$316K - $324K
|
3.06K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.03K+ 110.2% |
$313K - $321K
|
5.77K
$614K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.84K+ 1.15% |
$294K - $301K
|
249K
$26.5M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.8K+ 26.26% |
$290K - $297K
|
13.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.67K+ 1.36% |
$276K - $283K
|
199K
$21.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.63K+ 7.84% |
$272K - $279K
|
36.2K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.62KNew |
$271K - $278K
|
2.62K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2.37K+ 4.62% |
$245K - $251K
|
53.7K
$5.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.34KNew |
$243K - $249K
|
2.34K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.16KNew |
$224K - $229K
|
2.16K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.15KNew |
$222K - $228K
|
2.15K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
2.05K+ 13.03% |
$212K - $217K
|
17.8K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.92KNew |
$199K - $204K
|
1.92K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.87K+ 40.21% |
$194K - $198K
|
6.52K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.76K+ 5.12% |
$183K - $187K
|
36.2K
$3.85M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.68K+ 31.57% |
$173K - $178K
|
6.98K
$743K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
1.64K+ 1.98% |
$169K - $173K
|
84.1K
$8.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.54K+ 2.16% |
$159K - $163K
|
72.6K
$7.73M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.53K+ 42.47% |
$159K - $163K
|
5.14K
$547K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.5K+ 64.73% |
$156K - $159K
|
3.83K
$407K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.49KNew |
$154K - $158K
|
1.49K
$159K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.39K+ 7.71% |
$144K - $147K
|
19.4K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.37K+ 15.87% |
$141K - $145K
|
9.98K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.37K+ 0.23% |
$141K - $145K
|
607K
$64.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.32K+ 2.58% |
$136K - $140K
|
52.3K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.28K+ 1.1% |
$133K - $136K
|
118K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.23K+ 1.65% |
$127K - $130K
|
75.7K
$8.05M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.21K+ 28.55% |
$125K - $128K
|
5.44K
$578K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 14.67% |
$124K - $127K
|
9.4K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.1K+ 3.14% |
$114K - $117K
|
36.1K
$3.84M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.09K+ 10.24% |
$113K - $116K
|
11.8K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.07K+ 1.16% |
$110K - $113K
|
92.8K
$9.87M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.06K+ 12.6% |
$109K - $112K
|
9.46K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
839+ 2.02% |
$86.8K - $89K
|
42.4K
$4.51M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
784+ 29.9% |
$81.1K - $83.1K
|
3.41K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
632+ 0.88% |
$65.4K - $67K
|
72.4K
$7.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
599+ 103.1% |
$62K - $63.5K
|
1.18K
$126K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
554+ 2.85% |
$57.3K - $58.7K
|
20K
$2.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
427+ 3.44% |
$44.2K - $45.3K
|
12.8K
$1.37M
|