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
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-361- 1.21% |
$37.4K - $38.3K
|
29.4K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-364- 12.68% |
$37.7K - $38.6K
|
2.51K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-375- 13.89% |
$38.8K - $39.8K
|
2.33K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-391- 4.49% |
$40.5K - $41.5K
|
8.31K
$884K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-405- 2.24% |
$41.9K - $42.9K
|
17.7K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-437- 5.43% |
$45.2K - $46.3K
|
7.61K
$810K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-463- 0.61% |
$47.9K - $49.1K
|
75.7K
$8.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-609- 20.86% |
$63K - $64.6K
|
2.31K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-655- 3.44% |
$67.8K - $69.4K
|
18.4K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-663- 16.04% |
$68.6K - $70.3K
|
3.47K
$369K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-707- 1.44% |
$73.2K - $75K
|
48.4K
$5.14M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-713- 7.76% |
$73.8K - $75.6K
|
8.48K
$902K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-719- 1.48% |
$74.4K - $76.2K
|
47.8K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-740- 15.42% |
$76.6K - $78.5K
|
4.06K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-909- 22.9% |
$94.1K - $96.4K
|
3.06K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-964- 5.71% |
$99.8K - $102K
|
15.9K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.03K- 25.97% |
$107K - $109K
|
2.94K
$313K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-1.08K- 5.83% |
$112K - $114K
|
17.4K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08KClosed |
$112K - $115K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.16K- 9.51% |
$120K - $123K
|
11K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.19K- 3.78% |
$123K - $126K
|
30.2K
$3.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.19K- 6.31% |
$123K - $126K
|
17.7K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.2K- 16.59% |
$124K - $127K
|
6.03K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.2K- 2.78% |
$125K - $128K
|
42.1K
$4.48M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.21K- 1.65% |
$125K - $128K
|
72K
$7.66M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.27K- 26.37% |
$131K - $135K
|
3.55K
$377K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.59K- 86.09% |
$165K - $169K
|
257
$27.3K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.65K- 0.92% |
$171K - $175K
|
178K
$18.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.75K- 3.48% |
$181K - $185K
|
48.5K
$5.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.79K- 0.96% |
$186K - $190K
|
185K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.89KClosed |
$195K - $200K
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.2K- 67.34% |
$227K - $233K
|
1.07K
$113K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.53K- 11.28% |
$262K - $268K
|
19.9K
$2.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-2.74K- 52.55% |
$283K - $290K
|
2.47K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.8K- 4.31% |
$289K - $297K
|
62.2K
$6.61M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.94K- 14.05% |
$305K - $312K
|
18K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.77K- 32.57% |
$390K - $399K
|
7.8K
$830K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.06K- 29.95% |
$627K - $642K
|
14.2K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.23K- 10.9% |
$645K - $661K
|
51K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.96K- 2.97% |
$720K - $738K
|
227K
$24.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.4K- 8.2% |
$765K - $784K
|
82.8K
$8.81M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-7.88K- 2.15% |
$815K - $835K
|
359K
$38.2M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.08K- 38.18% |
$836K - $857K
|
13.1K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.3K- 58.89% |
$859K - $880K
|
5.8K
$616K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.21K- 12.92% |
$953K - $976K
|
62.1K
$6.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-11K- 18.59% |
$1.14M - $1.17M
|
48.2K
$5.12M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-11.3K- 19.37% |
$1.17M - $1.2M
|
47K
$5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.5K- 81.43% |
$1.29M - $1.32M
|
2.84K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13.6K- 7.41% |
$1.41M - $1.45M
|
171K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-14.8K- 11.34% |
$1.53M - $1.56M
|
115K
$12.3M
|