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 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.68% |
$101 - $104
|
148
$15.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.06% |
$101 - $104
|
1.71K
$177K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2- -0.0% |
$202 - $207
|
70.8K
$7.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-4- 9.52% |
$404 - $414
|
38
$3.95K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 7.14% |
$1.01K - $1.04K
|
130
$13.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-20- 0.45% |
$2.02K - $2.07K
|
4.44K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-25- 0.81% |
$2.53K - $2.59K
|
3.04K
$316K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-35- 6.11% |
$3.54K - $3.62K
|
538
$55.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-47- 0.05% |
$4.75K - $4.86K
|
86.2K
$8.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-63- 1.22% |
$6.36K - $6.52K
|
5.11K
$532K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-102- 0.74% |
$10.3K - $10.6K
|
13.7K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-125- 1.24% |
$12.6K - $12.9K
|
9.95K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-125- 1.7% |
$12.6K - $12.9K
|
7.22K
$751K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-125- 4.45% |
$12.6K - $12.9K
|
2.69K
$279K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-152- 2.77% |
$15.4K - $15.7K
|
5.33K
$554K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-205- 3.05% |
$20.7K - $21.2K
|
6.51K
$676K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-232- 5.89% |
$23.4K - $24K
|
3.7K
$385K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-267- 1.39% |
$27K - $27.6K
|
19K
$1.98M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-280- 21.88% |
$28.3K - $29K
|
1K
$104K
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-307- 6.79% |
$31K - $31.8K
|
4.21K
$438K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-313- 0.32% |
$31.6K - $32.4K
|
96.9K
$10.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-350- 3.33% |
$35.4K - $36.2K
|
10.1K
$1.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-351- 9.51% |
$35.5K - $36.3K
|
3.34K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-403- 12.49% |
$40.7K - $41.7K
|
2.82K
$294K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-425- 8.49% |
$42.9K - $44K
|
4.58K
$476K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-447- 8.93% |
$45.2K - $46.3K
|
4.56K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-449- 12.23% |
$45.4K - $46.5K
|
3.22K
$335K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-523- 1.97% |
$52.8K - $54.1K
|
26.1K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-555- 48.05% |
$56.1K - $57.4K
|
600
$62.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-612- 0.95% |
$61.8K - $63.3K
|
63.9K
$6.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-645- 3.17% |
$65.2K - $66.8K
|
19.7K
$2.05M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-700- 0.89% |
$70.7K - $72.5K
|
78.2K
$8.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-700- 69.1% |
$70.7K - $72.5K
|
313
$32.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-780- 11.41% |
$78.8K - $80.7K
|
6.06K
$630K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-853- 12.85% |
$86.2K - $88.3K
|
5.78K
$601K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-892- 23.88% |
$90.1K - $92.3K
|
2.84K
$296K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-974- 22.64% |
$98.4K - $101K
|
3.33K
$346K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.06K- 22.6% |
$107K - $110K
|
3.62K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.19K- 6.46% |
$120K - $123K
|
17.2K
$1.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.29K- 19.11% |
$130K - $134K
|
5.46K
$568K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.36K- 28.09% |
$137K - $140K
|
3.47K
$361K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.38K- 10.44% |
$139K - $143K
|
11.8K
$1.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 6.66% |
$141K - $145K
|
19.6K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.46K- 2.77% |
$147K - $151K
|
51.2K
$5.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.47K- 1.75% |
$148K - $152K
|
82.1K
$8.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.49K- 35.96% |
$150K - $154K
|
2.65K
$276K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.68K- 21.81% |
$170K - $174K
|
6.04K
$627K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.71K- 38.19% |
$173K - $177K
|
2.77K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.86K- 6.2% |
$188K - $193K
|
28.2K
$2.93M
|