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 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-655- 3.0% |
$75.4K - $76.8K
|
21.2K
$2.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-708- 88.5% |
$81.5K - $83K
|
92
$9.56K
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1K- 12.7% |
$115K - $117K
|
6.88K
$715K
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 60.0% |
$173K - $176K
|
1K
$104K
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 6.88% |
$177K - $181K
|
20.9K
$2.17M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-1.65K- 2.78% |
$189K - $193K
|
57.6K
$5.99M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.81K- 6.58% |
$208K - $212K
|
25.6K
$2.66M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.86KClosed |
$214K - $218K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-2.11KClosed |
$242K - $247K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.27K- 6.9% |
$261K - $266K
|
30.6K
$3.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.68K- 3.13% |
$309K - $315K
|
83.2K
$8.65M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.85K- 2.33% |
$328K - $334K
|
119K
$12.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.93K- 7.78% |
$337K - $343K
|
34.7K
$3.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.95KClosed |
$340K - $346K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Meridian Management CO
|
SELL
|
- |
-3.37K- 1.89% |
$387K - $395K
|
175K
$18.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.61K- 7.03% |
$530K - $540K
|
60.9K
$6.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-6.23K- 19.87% |
$717K - $730K
|
25.1K
$2.61M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-6.39K- 3.75% |
$735K - $749K
|
164K
$17M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-6.61K- 5.84% |
$760K - $775K
|
107K
$11.1M
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.96K- 5.5% |
$801K - $816K
|
120K
$12.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-9.82KClosed |
$1.13M - $1.15M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.94K- 25.68% |
$1.14M - $1.17M
|
28.8K
$2.99M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-10.8K- 1.45% |
$1.25M - $1.27M
|
737K
$76.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.9K- 9.62% |
$1.25M - $1.27M
|
102K
$10.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-11K- 20.52% |
$1.26M - $1.29M
|
42.6K
$4.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.9K- 86.9% |
$1.36M - $1.39M
|
1.79K
$186K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.1K- 59.0% |
$1.39M - $1.42M
|
8.4K
$873K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.6K- 4.43% |
$1.45M - $1.48M
|
272K
$28.2M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-19K- 20.76% |
$2.18M - $2.22M
|
72.4K
$7.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-19.5KClosed |
$2.24M - $2.29M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-27.6K- 56.16% |
$3.18M - $3.24M
|
21.6K
$2.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-39K- 39.17% |
$4.49M - $4.57M
|
60.6K
$6.3M
|