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 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
55+ 0.51% |
$6.33K - $6.45K
|
10.9K
$1.13M
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
49+ 0.04% |
$5.64K - $5.74K
|
124K
$12.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
25+ 0.71% |
$2.88K - $2.93K
|
3.53K
$367K
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
24+ 0.3% |
$2.76K - $2.81K
|
7.91K
$822K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
20+ 0.3% |
$2.3K - $2.34K
|
6.65K
$692K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
20+ 0.59% |
$2.3K - $2.34K
|
3.38K
$352K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
8+ 0.37% |
$920 - $938
|
2.19K
$227K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.36% |
$920 - $938
|
2.22K
$231K
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
7+ 0.29% |
$805 - $821
|
2.42K
$251K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 9.52% |
$230 - $234
|
23
$2.39K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2+ 0.05% |
$230 - $234
|
4.27K
$443K
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2+ 0.03% |
$230 - $234
|
5.89K
$612K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
1+ 1.22% |
$115 - $117
|
83
$8.63K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.05% |
$115 - $117
|
1.85K
$192K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1- 1.59% |
$115 - $117
|
62
$6.45K
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
SELL
|
- |
-9- 1.0% |
$1.04K - $1.06K
|
894
$92.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-11- 0.35% |
$1.27K - $1.29K
|
3.17K
$330K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17- 7.73% |
$1.96K - $1.99K
|
203
$21.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18- 34.62% |
$2.07K - $2.11K
|
34
$3.53K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-18- 0.84% |
$2.07K - $2.11K
|
2.13K
$221K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-20- 0.97% |
$2.3K - $2.34K
|
2.05K
$213K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-30- 5.42% |
$3.45K - $3.52K
|
524
$54.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-45Closed |
$5.18K - $5.28K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-50- 0.26% |
$5.75K - $5.86K
|
19.3K
$2M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-62- 0.67% |
$7.13K - $7.27K
|
9.16K
$952K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-81- 0.16% |
$9.32K - $9.5K
|
50.4K
$5.23M
|
|
|
Oct 01, 2021
Q3 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-85- 0.34% |
$9.78K - $9.96K
|
24.8K
$2.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-85- 2.26% |
$9.78K - $9.96K
|
3.67K
$381K
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-95- 1.42% |
$10.9K - $11.1K
|
6.6K
$686K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-100Closed |
$11.5K - $11.7K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-130- 7.53% |
$15K - $15.2K
|
1.6K
$166K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-155- 1.48% |
$17.8K - $18.2K
|
10.3K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-171Closed |
$19.7K - $20K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-191- 1.1% |
$22K - $22.4K
|
17.2K
$1.79M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-200- 9.7% |
$23K - $23.4K
|
1.86K
$193K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-205- 27.15% |
$23.6K - $24K
|
550
$57.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-209- 0.82% |
$24K - $24.5K
|
25.2K
$2.62M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-259- 1.05% |
$29.8K - $30.4K
|
24.4K
$2.54M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-279- 34.7% |
$32.1K - $32.7K
|
525
$54.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-294- 0.43% |
$33.8K - $34.5K
|
67.7K
$7.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-310Closed |
$35.7K - $36.3K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-350- 8.53% |
$40.3K - $41K
|
3.76K
$390K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-365- 4.46% |
$42K - $42.8K
|
7.81K
$812K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-420- 8.75% |
$48.3K - $49.2K
|
4.38K
$455K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-424- 12.29% |
$48.8K - $49.7K
|
3.03K
$314K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-500- 0.21% |
$57.5K - $58.6K
|
232K
$24.1M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-572- 2.21% |
$65.8K - $67.1K
|
25.3K
$2.63M
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-636- 0.42% |
$73.2K - $74.6K
|
151K
$15.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-653- 11.8% |
$75.1K - $76.6K
|
4.88K
$507K
|