Purchases and Sales Made in Q2 2024 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q2 2024. 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, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.15K+ 6.53% |
$424K - $432K
|
67.7K
$7.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
4KNew |
$409K - $416K
|
4K
$416K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
3.84K+ 9.04% |
$392K - $399K
|
46.3K
$4.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.83K+ 1.63% |
$391K - $399K
|
239K
$24.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.66K+ 120.86% |
$374K - $381K
|
6.69K
$696K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
3.59K+ 2.29% |
$366K - $373K
|
160K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.38K+ 16.09% |
$345K - $352K
|
24.4K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.34K+ 4.55% |
$341K - $347K
|
76.7K
$7.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.1K+ 13.83% |
$317K - $322K
|
25.5K
$2.65M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.09K+ 5.94% |
$315K - $321K
|
55K
$5.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.05K+ 24.62% |
$311K - $317K
|
15.4K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3K+ 42.86% |
$306K - $312K
|
10K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.95K+ 2.85% |
$301K - $307K
|
106K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.76KNew |
$282K - $287K
|
2.76K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.63K+ 18.68% |
$268K - $273K
|
16.7K
$1.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.49K+ 8.89% |
$254K - $259K
|
30.5K
$3.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.44K+ 4.34% |
$249K - $253K
|
58.5K
$6.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.41KNew |
$246K - $251K
|
2.41K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.38K+ 26.42% |
$243K - $247K
|
11.4K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.31KNew |
$236K - $240K
|
2.31K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.27KNew |
$232K - $236K
|
2.27K
$236K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
2.16K+ 249.6% |
$220K - $225K
|
3.02K
$314K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
2.01K+ 1.52% |
$205K - $209K
|
134K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.72K+ 1.54% |
$176K - $179K
|
114K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.7K+ 13.63% |
$173K - $177K
|
14.2K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.53K+ 69.76% |
$157K - $160K
|
3.73K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.5K+ 9.19% |
$153K - $156K
|
17.8K
$1.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.44K+ 4.51% |
$147K - $150K
|
33.3K
$3.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.41K+ 2.55% |
$144K - $147K
|
56.6K
$5.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.41K+ 6.73% |
$144K - $146K
|
22.3K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 4.0% |
$138K - $140K
|
35.1K
$3.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.32K+ 6.75% |
$135K - $137K
|
20.8K
$2.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.05KNew |
$107K - $109K
|
1.05K
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.01K+ 32.94% |
$103K - $105K
|
4.07K
$423K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
883+ 3.29% |
$90.2K - $91.9K
|
27.8K
$2.89M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
868+ 0.72% |
$88.6K - $90.3K
|
121K
$12.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
815+ 73.82% |
$83.2K - $84.8K
|
1.92K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
813New |
$83K - $84.6K
|
813
$84.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
800New |
$81.7K - $83.2K
|
800
$83.2K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
798+ 1.63% |
$81.5K - $83K
|
49.8K
$5.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
747+ 0.54% |
$76.3K - $77.7K
|
139K
$14.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
737+ 13.87% |
$75.3K - $76.7K
|
6.05K
$629K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
682+ 9.02% |
$69.7K - $70.9K
|
8.25K
$857K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
579+ 21.94% |
$59.1K - $60.2K
|
3.22K
$335K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
567+ 10.12% |
$57.9K - $59K
|
6.17K
$642K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
544+ 8.02% |
$55.6K - $56.6K
|
7.33K
$762K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
513+ 528.87% |
$52.4K - $53.4K
|
610
$63.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
473+ 1.37% |
$48.3K - $49.2K
|
35.1K
$3.65M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
405+ 0.82% |
$41.4K - $42.1K
|
49.7K
$5.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
364+ 26.11% |
$37.2K - $37.9K
|
1.76K
$183K
|