Purchases and Sales Made in Q2 2023 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
131New |
$13.5K - $13.8K
|
131
$13.7K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
114+ 1.58% |
$11.7K - $12K
|
7.35K
$768K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
109+ 0.86% |
$11.2K - $11.5K
|
12.8K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
86+ 5.74% |
$8.84K - $9.05K
|
1.59K
$166K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
63+ 1.43% |
$6.48K - $6.63K
|
4.47K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61+ 124.49% |
$6.27K - $6.42K
|
110
$11.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
56+ 2.4% |
$5.76K - $5.89K
|
2.39K
$250K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
42New |
$4.32K - $4.42K
|
42
$4.39K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37New |
$3.8K - $3.89K
|
37
$3.87K
|
|
|
Aug 13, 2024
Q2 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
31+ 1.21% |
$3.19K - $3.26K
|
2.58K
$270K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
29New |
$2.98K - $3.05K
|
29
$3.03K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 17.82% |
$1.85K - $1.89K
|
119
$12.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.16% |
$1.65K - $1.68K
|
9.81K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.66% |
$1.54K - $1.58K
|
2.3K
$240K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
9+ 0.27% |
$925 - $947
|
3.34K
$349K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
9New |
$925 - $947
|
9
$941
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7New |
$720 - $737
|
7
$732
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.08% |
$308 - $316
|
3.74K
$390K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3+ 0.11% |
$308 - $316
|
2.84K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 1.16% |
$103 - $105
|
87
$9.09K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.56% |
$103 - $105
|
178
$18.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-2- 0.07% |
$206 - $210
|
3.07K
$321K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-5- 2.04% |
$514 - $526
|
240
$25.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-6- 0.03% |
$617 - $631
|
19.3K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-19- 9.18% |
$1.95K - $2K
|
188
$19.6K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-41- 6.68% |
$4.22K - $4.31K
|
573
$59.9K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-59- 0.21% |
$6.07K - $6.21K
|
28.2K
$2.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-77- 5.09% |
$7.92K - $8.1K
|
1.44K
$150K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-85- 2.94% |
$8.74K - $8.94K
|
2.81K
$294K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
SELL
|
- |
-86- 2.28% |
$8.84K - $9.05K
|
3.69K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-86- 1.89% |
$8.84K - $9.05K
|
4.46K
$466K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-110- 1.58% |
$11.3K - $11.6K
|
6.84K
$715K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-187- 1.72% |
$19.2K - $19.7K
|
10.7K
$1.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-190- 0.93% |
$19.5K - $20K
|
20.3K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-248- 0.11% |
$25.5K - $26.1K
|
218K
$22.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-271- 6.62% |
$27.9K - $28.5K
|
3.83K
$400K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-297- 14.68% |
$30.5K - $31.3K
|
1.73K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-301- 5.2% |
$31K - $31.7K
|
5.49K
$573K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-330- 0.68% |
$33.9K - $34.7K
|
48.5K
$5.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-371- 3.59% |
$38.1K - $39K
|
9.95K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-378- 14.93% |
$38.9K - $39.8K
|
2.15K
$225K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-384- 2.31% |
$39.5K - $40.4K
|
16.2K
$1.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-424- 29.51% |
$43.6K - $44.6K
|
1.01K
$106K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-428- 2.57% |
$44K - $45K
|
16.2K
$1.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-516- 1.69% |
$53.1K - $54.3K
|
30.1K
$3.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-615- 6.56% |
$63.2K - $64.7K
|
8.76K
$915K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-643- 2.36% |
$66.1K - $67.7K
|
26.6K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-726- 6.94% |
$74.7K - $76.4K
|
9.74K
$1.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-777- 0.89% |
$79.9K - $81.8K
|
86.2K
$9.01M
|