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 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
415+ 1.75% |
$42.9K - $44K
|
24.1K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
384+ 5.15% |
$39.7K - $40.7K
|
7.84K
$834K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
344+ 10.13% |
$35.6K - $36.5K
|
3.74K
$398K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
311New |
$32.2K - $33K
|
311
$33.1K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
303+ 10.09% |
$31.4K - $32.1K
|
3.31K
$352K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241+ 0.03% |
$24.9K - $25.6K
|
797K
$84.8M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
229+ 0.23% |
$23.7K - $24.3K
|
98.2K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
127+ 1.95% |
$13.1K - $13.5K
|
6.63K
$705K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
114+ 2.4% |
$11.8K - $12.1K
|
4.87K
$518K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
106New |
$11K - $11.2K
|
106
$11.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
103+ 0.08% |
$10.7K - $10.9K
|
133K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
90+ 0.51% |
$9.31K - $9.54K
|
17.9K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
BUY
|
- |
85+ 0.05% |
$8.8K - $9.01K
|
167K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
80+ 0.43% |
$8.28K - $8.48K
|
18.7K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
78+ 3.68% |
$8.07K - $8.27K
|
2.2K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
67+ 5.22% |
$6.93K - $7.1K
|
1.35K
$144K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
64New |
$6.62K - $6.79K
|
64
$6.81K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
57+ 0.33% |
$5.9K - $6.04K
|
17.5K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
52+ 1.87% |
$5.38K - $5.51K
|
2.84K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
52+ 1.08% |
$5.38K - $5.51K
|
4.88K
$519K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
50+ 0.68% |
$5.17K - $5.3K
|
7.37K
$784K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
49+ 3.2% |
$5.07K - $5.19K
|
1.58K
$168K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
27+ 0.57% |
$2.79K - $2.86K
|
4.75K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.61% |
$2.69K - $2.76K
|
4.32K
$459K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
19+ 0.51% |
$1.97K - $2.01K
|
3.71K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.37% |
$1.55K - $1.59K
|
4.1K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
12+ 0.16% |
$1.24K - $1.27K
|
7.5K
$798K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11+ 0.47% |
$1.14K - $1.17K
|
2.33K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4+ 0.21% |
$414 - $424
|
1.95K
$208K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3New |
$310 - $318
|
3
$319
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.08% |
$103 - $106
|
1.32K
$140K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.28% |
$103 - $106
|
358
$38.1K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 1.1% |
$103 - $106
|
92
$9.79K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-4- 4.76% |
$414 - $424
|
80
$8.51K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9- 1.2% |
$931 - $954
|
739
$78.6K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-15- 0.08% |
$1.55K - $1.59K
|
18.4K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-29- 58.0% |
$3K - $3.07K
|
21
$2.23K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-41- 0.81% |
$4.24K - $4.35K
|
5.02K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-51- 8.85% |
$5.28K - $5.41K
|
525
$55.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-58- 7.75% |
$6K - $6.15K
|
690
$73.4K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-95- 1.03% |
$9.83K - $10.1K
|
9.09K
$967K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-104- 4.85% |
$10.8K - $11K
|
2.04K
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-134- 2.56% |
$13.9K - $14.2K
|
5.1K
$542K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-150- 14.29% |
$15.5K - $15.9K
|
900
$95.7K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-184- 1.03% |
$19K - $19.5K
|
17.7K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-184- 5.75% |
$19K - $19.5K
|
3.02K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-191- 2.28% |
$19.8K - $20.2K
|
8.2K
$872K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-218- 0.62% |
$22.6K - $23.1K
|
34.8K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-289- 3.33% |
$29.9K - $30.6K
|
8.39K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-338- 0.59% |
$35K - $35.8K
|
57.4K
$6.1M
|