Purchases and Sales Made in Q3 2022 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q3 2022. 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 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-105- 0.59% |
$10.6K - $11.2K
|
17.8K
$1.86M
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-134- 1.73% |
$13.6K - $14.4K
|
7.63K
$797K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-144- 32.58% |
$14.6K - $15.4K
|
298
$31.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-183- 4.38% |
$18.5K - $19.6K
|
3.99K
$417K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-186- 10.63% |
$18.8K - $19.9K
|
1.56K
$163K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-199- 0.29% |
$20.1K - $21.3K
|
68K
$7.11M
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-200- 13.51% |
$20.2K - $21.4K
|
1.28K
$134K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-207- 2.77% |
$20.9K - $22.2K
|
7.26K
$758K
|
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-255- 1.14% |
$25.8K - $27.3K
|
22.1K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-300- 17.33% |
$30.4K - $32.1K
|
1.43K
$150K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-313- 2.27% |
$31.7K - $33.5K
|
13.5K
$1.41M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-333- 2.03% |
$33.7K - $35.7K
|
16.1K
$1.68M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-364- 14.65% |
$36.8K - $39K
|
2.12K
$222K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-406- 0.51% |
$41.1K - $43.5K
|
79.4K
$8.3M
|
|
|
Nov 14, 2022
Q3 2022
|
New Legacy Group, LLC
|
SELL
|
- |
-600- 5.77% |
$60.7K - $64.3K
|
9.8K
$1.02M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-614- 13.43% |
$62.1K - $65.8K
|
3.96K
$414K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-620- 14.07% |
$62.7K - $66.4K
|
3.79K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-634- 1.18% |
$64.1K - $67.9K
|
53.2K
$5.56M
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-675- 11.05% |
$68.3K - $72.3K
|
5.43K
$568K
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-704- 18.31% |
$71.2K - $75.4K
|
3.14K
$328K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-723- 54.65% |
$73.1K - $77.5K
|
600
$62.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-734- 2.6% |
$74.3K - $78.6K
|
27.5K
$2.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-865- 4.18% |
$87.5K - $92.7K
|
19.8K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-902- 2.84% |
$91.3K - $96.6K
|
30.8K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-905- 21.8% |
$91.6K - $97K
|
3.25K
$339K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-922- 9.65% |
$93.3K - $98.8K
|
8.63K
$902K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-950- 8.92% |
$96.1K - $102K
|
9.71K
$1.01M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-953- 92.98% |
$96.4K - $102K
|
72
$7.52K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-995- 6.16% |
$101K - $107K
|
15.2K
$1.58M
|
|
|
Aug 13, 2024
Q3 2022
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-1.04K- 28.25% |
$105K - $111K
|
2.64K
$275K
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.07K- 17.18% |
$109K - $115K
|
5.17K
$540K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.09K- 1.03% |
$110K - $116K
|
104K
$10.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Management CO
|
SELL
|
- |
-1.24K- 0.7% |
$126K - $133K
|
177K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.29K- 1.52% |
$130K - $138K
|
83.3K
$8.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.36K- 0.66% |
$137K - $145K
|
203K
$21.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 11.37% |
$161K - $171K
|
12.4K
$1.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.61K- 9.3% |
$163K - $173K
|
15.7K
$1.64M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.63K- 2.33% |
$164K - $174K
|
68K
$7.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.04K- 1.67% |
$206K - $219K
|
120K
$12.6M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.09K- 7.79% |
$211K - $223K
|
24.7K
$2.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.27K- 43.43% |
$229K - $243K
|
2.95K
$308K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.27K- 5.44% |
$229K - $243K
|
39.5K
$4.12M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-2.96K- 1.89% |
$299K - $317K
|
153K
$16M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.4K- 80.0% |
$344K - $364K
|
850
$88.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-3.66K- 34.85% |
$370K - $392K
|
6.84K
$715K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.71K- 26.24% |
$375K - $397K
|
10.4K
$1.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-3.72K- 24.84% |
$377K - $399K
|
11.3K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.91K- 8.36% |
$395K - $418K
|
42.8K
$4.47M
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.94K- 42.97% |
$398K - $422K
|
5.23K
$546K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.96K- 39.63% |
$400K - $424K
|
6.03K
$630K
|