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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
364+ 17.81% |
$37.2K - $37.9K
|
2.41K
$250K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
245New |
$25K - $25.5K
|
245
$25.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
214New |
$21.9K - $22.3K
|
214
$22.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
184+ 7.34% |
$18.8K - $19.1K
|
2.69K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
166+ 4.74% |
$17K - $17.3K
|
3.67K
$381K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
158+ 1.42% |
$16.1K - $16.4K
|
11.3K
$1.17M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
143+ 3.4% |
$14.6K - $14.9K
|
4.35K
$452K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
104+ 1.0% |
$10.6K - $10.8K
|
10.5K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
97+ 0.87% |
$9.91K - $10.1K
|
11.3K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
83+ 0.47% |
$8.48K - $8.63K
|
17.6K
$1.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
64+ 1.44% |
$6.54K - $6.66K
|
4.5K
$468K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
63+ 2.23% |
$6.43K - $6.55K
|
2.89K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
55+ 0.32% |
$5.62K - $5.72K
|
17.2K
$1.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49+ 17.44% |
$5K - $5.1K
|
330
$34.3K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
30+ 0.92% |
$3.06K - $3.12K
|
3.29K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19New |
$1.94K - $1.98K
|
19
$1.98K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17+ 0.86% |
$1.74K - $1.77K
|
2.01K
$208K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14+ 1.84% |
$1.43K - $1.46K
|
776
$80.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.78% |
$1.23K - $1.25K
|
1.55K
$161K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.17% |
$715 - $728
|
4.03K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4+ 0.08% |
$409 - $416
|
5.03K
$522K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4+ 0.21% |
$409 - $416
|
1.94K
$201K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 1.12% |
$102 - $104
|
90
$9.36K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 1.12% |
$102 - $104
|
90
$9.36K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.43% |
$102 - $104
|
231
$24K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.06% |
$102 - $104
|
1.57K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16- 0.69% |
$1.63K - $1.66K
|
2.32K
$241K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28- 1.27% |
$2.86K - $2.91K
|
2.19K
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 51.35% |
$3.88K - $3.95K
|
36
$3.74K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-64- 1.9% |
$6.54K - $6.66K
|
3.3K
$343K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-80- 59.26% |
$8.17K - $8.32K
|
55
$5.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-88- 0.3% |
$8.99K - $9.15K
|
28.9K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-96- 1.88% |
$9.8K - $9.99K
|
5.02K
$522K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-102- 0.87% |
$10.4K - $10.6K
|
11.7K
$1.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-117- 2.51% |
$11.9K - $12.2K
|
4.55K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-170- 1.68% |
$17.4K - $17.7K
|
9.96K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-204- 0.52% |
$20.8K - $21.2K
|
38.9K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-207- 0.33% |
$21.1K - $21.5K
|
61.8K
$6.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-227- 2.97% |
$23.2K - $23.6K
|
7.42K
$771K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-227- 1.95% |
$23.2K - $23.6K
|
11.4K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-229- 3.46% |
$23.4K - $23.8K
|
6.39K
$664K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-237- 1.46% |
$24.2K - $24.7K
|
16K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-242- 1.26% |
$24.7K - $25.2K
|
19K
$1.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-246- 49.7% |
$25.1K - $25.6K
|
249
$25.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-258- 3.73% |
$26.3K - $26.8K
|
6.66K
$693K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-282- 21.3% |
$28.8K - $29.3K
|
1.04K
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-284- 1.53% |
$29K - $29.5K
|
18.3K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-304- 12.75% |
$31K - $31.6K
|
2.08K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-366- 0.63% |
$37.4K - $38.1K
|
57.9K
$6.02M
|