Purchases and Sales Made in Q3 2023 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q3 2023. 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 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.31KNew |
$233K - $239K
|
2.31K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.19K+ 3.51% |
$221K - $226K
|
64.5K
$6.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
2.15KNew |
$217K - $223K
|
2.15K
$224K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.06K+ 2.3% |
$208K - $213K
|
91.2K
$9.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 5.66% |
$185K - $190K
|
34.3K
$3.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.64K+ 71.28% |
$165K - $170K
|
3.94K
$409K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
1.59K+ 23.41% |
$160K - $164K
|
8.36K
$869K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.44K+ 65.41% |
$146K - $149K
|
3.65K
$379K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.26K+ 3.35% |
$127K - $131K
|
39K
$4.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.12K+ 0.51% |
$113K - $115K
|
219K
$22.8M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.09K+ 16.72% |
$110K - $112K
|
7.57K
$787K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.07K+ 0.82% |
$108K - $111K
|
131K
$13.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.02K+ 7.95% |
$103K - $105K
|
13.8K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
981+ 1.2% |
$99.1K - $102K
|
82.9K
$8.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
979+ 23.53% |
$98.9K - $101K
|
5.14K
$534K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
931+ 0.7% |
$94K - $96.4K
|
135K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
891+ 34.26% |
$90K - $92.2K
|
3.49K
$363K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
795+ 1.16% |
$80.3K - $82.3K
|
69.6K
$7.23M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
755+ 1.59% |
$76.3K - $78.2K
|
48.2K
$5.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
753New |
$76.1K - $77.9K
|
753
$78.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
749+ 1.36% |
$75.7K - $77.5K
|
55.7K
$5.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
718New |
$72.5K - $74.3K
|
718
$74.6K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
690New |
$69.7K - $71.4K
|
690
$71.7K
|
|
|
Aug 13, 2024
Q3 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
620+ 23.99% |
$62.6K - $64.2K
|
3.2K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
517+ 1.84% |
$52.2K - $53.5K
|
28.7K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
484+ 20.23% |
$48.9K - $50.1K
|
2.88K
$299K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
460+ 26.65% |
$46.5K - $47.6K
|
2.19K
$227K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
412+ 0.92% |
$41.6K - $42.6K
|
45.1K
$4.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
283+ 14.52% |
$28.6K - $29.3K
|
2.23K
$232K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
237+ 8.16% |
$23.9K - $24.5K
|
3.14K
$326K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
210+ 2.16% |
$21.2K - $21.7K
|
9.95K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
195+ 11.79% |
$19.7K - $20.2K
|
1.85K
$192K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
181New |
$18.3K - $18.7K
|
181
$18.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
137+ 1.26% |
$13.8K - $14.2K
|
11K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
115+ 3.88% |
$11.6K - $11.9K
|
3.08K
$320K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
109+ 0.07% |
$11K - $11.3K
|
164K
$17M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
93+ 5.87% |
$9.39K - $9.63K
|
1.68K
$174K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
71+ 3.47% |
$7.17K - $7.35K
|
2.12K
$220K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
69+ 0.42% |
$6.97K - $7.14K
|
16.3K
$1.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
58+ 1.42% |
$5.86K - $6K
|
4.16K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44+ 0.13% |
$4.44K - $4.55K
|
34.4K
$3.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
29New |
$2.93K - $3K
|
29
$3.01K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
21New |
$2.12K - $2.17K
|
21
$2.18K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
16+ 0.63% |
$1.62K - $1.66K
|
2.56K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7New |
$707 - $725
|
7
$728
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$707 - $725
|
7
$728
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5+ 0.15% |
$505 - $518
|
3.35K
$348K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.82% |
$404 - $414
|
489
$50.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4+ 0.14% |
$404 - $414
|
2.85K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
4+ 0.28% |
$404 - $414
|
1.44K
$150K
|