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 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-400- 8.58% |
$40.9K - $41.6K
|
4.26K
$443K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-402- 1.96% |
$41.1K - $41.8K
|
20.1K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-429- 14.45% |
$43.8K - $44.6K
|
2.54K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-500- 10.66% |
$51.1K - $52K
|
4.19K
$435K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-501- 11.63% |
$51.2K - $52.1K
|
3.81K
$396K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-525- 5.14% |
$53.6K - $54.6K
|
9.69K
$1.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-560- 26.79% |
$57.2K - $58.3K
|
1.53K
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-647- 1.04% |
$66.1K - $67.3K
|
61.6K
$6.41M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-681- 1.5% |
$69.6K - $70.8K
|
44.8K
$4.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-692- 97.88% |
$70.7K - $72K
|
15
$1.56K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-695- 22.25% |
$71K - $72.3K
|
2.43K
$252K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-859- 30.43% |
$87.7K - $89.4K
|
1.96K
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-870- 7.18% |
$88.9K - $90.5K
|
11.2K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-925- 2.64% |
$94.5K - $96.2K
|
34K
$3.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-940- 1.26% |
$96K - $97.8K
|
73.9K
$7.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-967- 1.23% |
$98.8K - $101K
|
77.8K
$8.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-980- 12.48% |
$100K - $102K
|
6.87K
$714K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.02K- 10.03% |
$104K - $106K
|
9.18K
$954K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.09K- 24.98% |
$112K - $114K
|
3.28K
$341K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.29K- 24.14% |
$131K - $134K
|
4.05K
$421K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.38K- 0.88% |
$141K - $144K
|
155K
$16.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.51K- 22.84% |
$154K - $157K
|
5.1K
$530K
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.73K- 31.83% |
$176K - $180K
|
3.7K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.73K- 31.61% |
$177K - $180K
|
3.75K
$390K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.77K- 3.32% |
$181K - $184K
|
51.5K
$5.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.81K- 4.43% |
$185K - $188K
|
39K
$4.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-1.85K- 6.8% |
$189K - $192K
|
25.3K
$2.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-2K- 6.8% |
$204K - $208K
|
27.3K
$2.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2.03K- 41.52% |
$208K - $211K
|
2.86K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-2.21KClosed |
$226K - $230K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.54K- 1.67% |
$260K - $264K
|
149K
$15.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.62K- 30.18% |
$267K - $272K
|
6.06K
$630K
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.74K- 2.05% |
$280K - $285K
|
131K
$13.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.25K- 4.22% |
$332K - $338K
|
73.7K
$7.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.34K- 4.74% |
$341K - $348K
|
67.2K
$6.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-4.12K- 30.11% |
$420K - $428K
|
9.55K
$993K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.47K- 44.62% |
$456K - $464K
|
5.54K
$576K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.12K- 8.97% |
$523K - $533K
|
52K
$5.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.15K- 3.57% |
$526K - $536K
|
139K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.76K- 31.37% |
$588K - $599K
|
12.6K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-6.11K- 21.6% |
$624K - $636K
|
22.2K
$2.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.57K- 11.32% |
$671K - $683K
|
51.4K
$5.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.65K- 2.52% |
$679K - $691K
|
257K
$26.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-7.32K- 1.31% |
$748K - $762K
|
552K
$57.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-8.08K- 13.88% |
$825K - $840K
|
50.1K
$5.21M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-8.9K- 9.42% |
$909K - $926K
|
85.6K
$8.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.11K- 17.93% |
$930K - $948K
|
41.7K
$4.34M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-9.44K- 5.37% |
$964K - $982K
|
166K
$17.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.2K- 47.33% |
$1.15M - $1.17M
|
12.5K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.9K- 35.75% |
$1.52M - $1.55M
|
26.7K
$2.78M
|