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 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.87K- 11.91% |
$189K - $194K
|
13.9K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.12K- 0.88% |
$214K - $219K
|
238K
$24.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-2.19K- 3.75% |
$221K - $226K
|
56.1K
$5.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.23K- 5.11% |
$225K - $231K
|
41.4K
$4.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.26K- 18.23% |
$228K - $234K
|
10.1K
$1.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-2.66K- 7.25% |
$269K - $275K
|
34K
$3.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.91K- 18.93% |
$293K - $301K
|
12.4K
$1.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.92K- 6.37% |
$295K - $303K
|
43K
$4.47M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.93K- 45.22% |
$296K - $304K
|
3.55K
$369K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-2.99K- 30.09% |
$302K - $310K
|
6.96K
$723K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3K- 7.94% |
$303K - $311K
|
34.8K
$3.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.04K- 7.76% |
$307K - $314K
|
36.1K
$3.75M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-4.14K- 6.0% |
$419K - $429K
|
64.9K
$6.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-4.25K- 67.25% |
$430K - $440K
|
2.07K
$215K
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-4.36K- 9.0% |
$440K - $451K
|
44.1K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.49K- 33.8% |
$554K - $568K
|
10.7K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-6K- 68.53% |
$606K - $621K
|
2.76K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-6.74K- 18.89% |
$680K - $697K
|
28.9K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.76K- 0.36% |
$683K - $699K
|
1.87M
$195M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6.84K- 40.52% |
$691K - $708K
|
10K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-6.88K- 14.09% |
$695K - $712K
|
42K
$4.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-8.36K- 5.1% |
$844K - $865K
|
156K
$16.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-12K- 43.94% |
$1.21M - $1.24M
|
15.3K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-12.4K- 62.45% |
$1.25M - $1.28M
|
7.45K
$774K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.7K- 14.34% |
$1.38M - $1.42M
|
81.9K
$8.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-14.3K- 14.46% |
$1.44M - $1.48M
|
84.5K
$8.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.7K- 11.3% |
$1.58M - $1.62M
|
123K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.9K- 3.27% |
$1.61M - $1.65M
|
471K
$48.9M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-16.1K- 26.0% |
$1.63M - $1.67M
|
45.9K
$4.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-16.6K- 57.11% |
$1.67M - $1.72M
|
12.5K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-17.7K- 2.19% |
$1.79M - $1.83M
|
791K
$82.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-19.3K- 3.26% |
$1.95M - $2M
|
574K
$59.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-19.4K- 1.91% |
$1.96M - $2.01M
|
995K
$103M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-21.1K- 19.61% |
$2.13M - $2.19M
|
86.6K
$9M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-22.2K- 43.32% |
$2.24M - $2.3M
|
29.1K
$3.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.3K- 69.07% |
$2.25M - $2.31M
|
9.98K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-22.7K- 8.53% |
$2.29M - $2.35M
|
243K
$25.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-23.8K- 53.69% |
$2.41M - $2.47M
|
20.6K
$2.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25.9K- 8.95% |
$2.61M - $2.68M
|
263K
$27.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.1K- 10.95% |
$2.73M - $2.8M
|
220K
$22.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-34.7K- 5.55% |
$3.5M - $3.59M
|
590K
$61.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-41.2K- 27.88% |
$4.16M - $4.26M
|
107K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-59.7K- 93.78% |
$6.04M - $6.18M
|
3.96K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-66K- 34.22% |
$6.67M - $6.83M
|
127K
$13.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-73.4K- 22.01% |
$7.42M - $7.6M
|
260K
$27.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-74.4K- 34.9% |
$7.51M - $7.7M
|
139K
$14.4M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-104K- 28.75% |
$10.5M - $10.8M
|
258K
$26.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-182KClosed |
$18.4M - $18.8M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-292K- 97.98% |
$29.5M - $30.2M
|
6.01K
$625K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-607K- 54.24% |
$61.3M - $62.8M
|
512K
$53.2M
|