Purchases and Sales Made in Q3 2024 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.56K+ 4.24% |
$677K - $705K
|
161K
$16.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
6.54K+ 8.82% |
$675K - $703K
|
80.8K
$8.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
6.42K+ 4.79% |
$662K - $689K
|
140K
$14.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.96K+ 2.57% |
$615K - $640K
|
238K
$24.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5.5K+ 181.91% |
$568K - $591K
|
8.53K
$886K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.1K+ 8.25% |
$526K - $547K
|
66.9K
$6.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
5.05K+ 3.15% |
$521K - $543K
|
165K
$17.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.02K+ 20.56% |
$518K - $539K
|
29.4K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.67K+ 5.11% |
$481K - $501K
|
96.1K
$9.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.27K+ 33.92% |
$441K - $459K
|
16.9K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.01K+ 192.74% |
$414K - $431K
|
6.09K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.83K+ 22.94% |
$395K - $411K
|
20.5K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
3.62KNew |
$374K - $389K
|
3.62K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.39K+ 13.29% |
$350K - $364K
|
28.9K
$3.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.38K+ 2.59% |
$349K - $364K
|
134K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.23KNew |
$333K - $347K
|
3.23K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.23K+ 140.03% |
$333K - $347K
|
5.54K
$575K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.23K+ 10.58% |
$333K - $346K
|
33.7K
$3.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
2.92KNew |
$302K - $314K
|
2.92K
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.9KNew |
$299K - $311K
|
2.9K
$301K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.89KNew |
$298K - $311K
|
2.89K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.87KNew |
$296K - $308K
|
2.87K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.83KNew |
$291K - $303K
|
2.83K
$294K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.49K+ 17.57% |
$257K - $267K
|
16.6K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.43KNew |
$251K - $261K
|
2.43K
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.41KNew |
$249K - $259K
|
2.41K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.39K+ 0.7% |
$246K - $257K
|
344K
$35.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.35KNew |
$243K - $253K
|
2.35K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.33K+ 8.05% |
$240K - $250K
|
31.2K
$3.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.3K+ 10.33% |
$238K - $247K
|
24.6K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.27K+ 24.45% |
$234K - $243K
|
11.5K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.2KNew |
$227K - $237K
|
2.2K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.19K+ 31.86% |
$226K - $235K
|
9.06K
$942K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.99KNew |
$205K - $213K
|
1.99K
$206K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.92K+ 2.84% |
$198K - $206K
|
69.6K
$7.24M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.66K+ 3.34% |
$171K - $178K
|
51.4K
$5.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.56K+ 34.24% |
$161K - $167K
|
6.11K
$635K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.56K+ 1.7% |
$161K - $167K
|
92.9K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.5K+ 62.04% |
$154K - $161K
|
3.91K
$406K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.28KNew |
$132K - $138K
|
1.28K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28KNew |
$132K - $138K
|
1.28K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.14K+ 3.24% |
$117K - $122K
|
36.2K
$3.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.11K+ 2.16% |
$115K - $119K
|
52.6K
$5.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 5.44% |
$113K - $117K
|
21.2K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.09K+ 9.69% |
$112K - $117K
|
12.3K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.03K+ 15.5% |
$107K - $111K
|
7.7K
$800K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1K+ 10.0% |
$103K - $107K
|
11K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
931+ 9.85% |
$96.1K - $100K
|
10.4K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
925+ 123.5% |
$95.4K - $99.4K
|
1.67K
$174K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
924+ 16.68% |
$95.3K - $99.3K
|
6.47K
$672K
|