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
|
First National Trust CO
|
SELL
|
- |
-17.3K- 22.28% |
$1.79M - $1.83M
|
60.2K
$6.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.2K- 31.2% |
$1.98M - $2.03M
|
42.3K
$4.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22K- 35.37% |
$2.28M - $2.33M
|
40.2K
$4.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-24K- 8.08% |
$2.48M - $2.54M
|
273K
$29M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-25.8K- 66.06% |
$2.67M - $2.74M
|
13.3K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-34.3K- 9.92% |
$3.55M - $3.64M
|
311K
$33.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.9K- 43.17% |
$3.61M - $3.7M
|
45.9K
$4.89M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.2K- 13.74% |
$4.37M - $4.48M
|
265K
$28.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-44K- 98.0% |
$4.55M - $4.66M
|
895
$95.2K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-45K- 27.52% |
$4.66M - $4.77M
|
119K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.5K- 65.49% |
$5.02M - $5.15M
|
25.6K
$2.72M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-51.6K- 14.73% |
$5.35M - $5.48M
|
299K
$31.8M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-61.5K- 50.0% |
$6.36M - $6.52M
|
61.5K
$6.54M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-98K- 56.77% |
$10.1M - $10.4M
|
74.6K
$7.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-124K- 12.34% |
$12.9M - $13.2M
|
884K
$94M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-128K- 25.44% |
$13.3M - $13.6M
|
376K
$40M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-161K- 28.73% |
$16.6M - $17.1M
|
399K
$42.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-180K- 13.76% |
$18.7M - $19.1M
|
1.13M
$120M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-311K- 99.06% |
$32.1M - $32.9M
|
2.96K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-314K- 28.21% |
$32.5M - $33.3M
|
800K
$85.1M
|