Purchases and Sales Made in Q3 2021 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.85K+ 1.16% |
$328K - $334K
|
249K
$25.9M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
2.84K+ 2.95% |
$326K - $332K
|
98.8K
$10.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
2.82K+ 24.51% |
$325K - $331K
|
14.3K
$1.49M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.42K+ 1.96% |
$279K - $284K
|
126K
$13.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.04KNew |
$234K - $239K
|
2.04K
$212K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.99K+ 244.9% |
$229K - $233K
|
2.8K
$292K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.98K+ 1.04% |
$228K - $232K
|
192K
$19.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.96K+ 1.93% |
$225K - $229K
|
104K
$10.8M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
1.82KNew |
$210K - $214K
|
1.82K
$189K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.68K+ 11.51% |
$193K - $197K
|
16.3K
$1.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.6K+ 2.44% |
$184K - $188K
|
67.1K
$6.98M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
1.31K+ 10.15% |
$151K - $154K
|
14.3K
$1.48M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.31K+ 2.09% |
$151K - $154K
|
64.1K
$6.67M
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
BUY
|
- |
1.09K+ 8.3% |
$125K - $128K
|
14.2K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.05K+ 4.97% |
$121K - $123K
|
22.2K
$2.31M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
931+ 0.88% |
$107K - $109K
|
106K
$11.1M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
880New |
$101K - $103K
|
880
$91.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
866+ 5.59% |
$99.6K - $102K
|
16.4K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
814+ 18.43% |
$93.7K - $95.4K
|
5.23K
$544K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
730New |
$84K - $85.6K
|
730
$75.9K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
725+ 7.66% |
$83.4K - $85K
|
10.2K
$1.06M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
708+ 769.57% |
$81.5K - $83K
|
800
$83.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
626+ 2.66% |
$72K - $73.4K
|
24.2K
$2.51M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
507+ 3.32% |
$58.3K - $59.4K
|
15.8K
$1.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
500+ 66.93% |
$57.5K - $58.6K
|
1.25K
$130K
|
|
|
Nov 14, 2024
Q3 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
477+ 11.62% |
$54.9K - $55.9K
|
4.58K
$476K
|
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
474+ 7.56% |
$54.5K - $55.6K
|
6.75K
$701K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
469+ 1.23% |
$54K - $55K
|
38.7K
$4.02M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
444+ 0.89% |
$51.1K - $52.1K
|
50.2K
$5.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
417+ 613.24% |
$48K - $48.9K
|
485
$50.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
383New |
$44.1K - $44.9K
|
383
$39.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
304+ 5.86% |
$35K - $35.6K
|
5.49K
$571K
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
279+ 0.99% |
$32.1K - $32.7K
|
28.4K
$2.95M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
278New |
$32K - $32.6K
|
278
$28.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
259+ 2.29% |
$29.8K - $30.4K
|
11.6K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
255+ 2.49% |
$29.3K - $29.9K
|
10.5K
$1.09M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
240+ 2.33% |
$27.6K - $28.1K
|
10.6K
$1.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
232+ 5.44% |
$26.7K - $27.2K
|
4.5K
$468K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
224+ 4.85% |
$25.8K - $26.3K
|
4.84K
$503K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
207+ 5.45% |
$23.8K - $24.3K
|
4K
$416K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
195+ 7.59% |
$22.4K - $22.9K
|
2.76K
$287K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
193+ 0.76% |
$22.2K - $22.6K
|
25.6K
$2.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
169+ 1.21% |
$19.4K - $19.8K
|
14.2K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
167+ 1.7% |
$19.2K - $19.6K
|
9.99K
$1.04M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
149+ 2.16% |
$17.1K - $17.5K
|
7.05K
$733K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
141New |
$16.2K - $16.5K
|
141
$14.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
100New |
$11.5K - $11.7K
|
100
$10.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
93New |
$10.7K - $10.9K
|
93
$9.67K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59New |
$6.79K - $6.92K
|
59
$6.13K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59+ 2.07% |
$6.79K - $6.92K
|
2.91K
$303K
|