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 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
914+ 24.01% |
$94.3K - $98.2K
|
4.72K
$491K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
908+ 15.0% |
$93.7K - $97.5K
|
6.96K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
880+ 13.15% |
$90.8K - $94.5K
|
7.57K
$787K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
759+ 304.82% |
$78.3K - $81.5K
|
1.01K
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
638+ 3.46% |
$65.8K - $68.5K
|
19.1K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
628+ 10.66% |
$64.8K - $67.5K
|
6.52K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
557+ 1.59% |
$57.5K - $59.8K
|
35.7K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
412+ 5.0% |
$42.5K - $44.3K
|
8.66K
$900K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
403+ 0.87% |
$41.6K - $43.3K
|
46.7K
$4.85M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
401+ 10.74% |
$41.4K - $43.1K
|
4.13K
$430K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
382+ 10.34% |
$39.4K - $41K
|
4.08K
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
346+ 1.02% |
$35.7K - $37.2K
|
34.4K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
332+ 7.39% |
$34.3K - $35.7K
|
4.83K
$502K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
323+ 7.99% |
$33.3K - $34.7K
|
4.37K
$454K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
306+ 2.72% |
$31.6K - $32.9K
|
11.6K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
231New |
$23.8K - $24.8K
|
231
$24K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
229New |
$23.6K - $24.6K
|
229
$23.8K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
226+ 0.81% |
$23.3K - $24.3K
|
28K
$2.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
222+ 1.95% |
$22.9K - $23.8K
|
11.6K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
221+ 11.02% |
$22.8K - $23.7K
|
2.23K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
204+ 25.5% |
$21K - $21.9K
|
1K
$104K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
199New |
$20.5K - $21.4K
|
199
$20.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
181+ 6.76% |
$18.7K - $19.4K
|
2.86K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
175+ 4.3% |
$18.1K - $18.8K
|
4.24K
$441K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
156New |
$16.1K - $16.8K
|
156
$16.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
149+ 3.43% |
$15.4K - $16K
|
4.5K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
125+ 7.11% |
$12.9K - $13.4K
|
1.88K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
124+ 1.35% |
$12.8K - $13.3K
|
9.3K
$967K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
118+ 3.15% |
$12.2K - $12.7K
|
3.87K
$402K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
103+ 1.41% |
$10.6K - $11.1K
|
7.43K
$772K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
97+ 5.05% |
$10K - $10.4K
|
2.02K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
50New |
$5.16K - $5.37K
|
50
$5.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
38New |
$3.92K - $4.08K
|
38
$3.95K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
34+ 0.46% |
$3.51K - $3.65K
|
7.45K
$775K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
26+ 0.08% |
$2.68K - $2.79K
|
33.4K
$3.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 7.58% |
$2.58K - $2.69K
|
355
$36.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.55% |
$2.27K - $2.36K
|
4.06K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 0.56% |
$1.86K - $1.93K
|
3.24K
$336K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
17New |
$1.75K - $1.83K
|
17
$1.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
17New |
$1.75K - $1.83K
|
17
$1.77K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
14+ 0.26% |
$1.44K - $1.5K
|
5.38K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.84% |
$1.34K - $1.4K
|
1.56K
$162K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5+ 0.26% |
$516 - $537
|
1.94K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.87% |
$206 - $215
|
233
$24.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1- 0.13% |
$103 - $107
|
775
$80.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1- 0.04% |
$103 - $107
|
2.69K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-5- 9.09% |
$516 - $537
|
50
$5.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12- 0.55% |
$1.24K - $1.29K
|
2.17K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-13- 0.26% |
$1.34K - $1.4K
|
5.01K
$521K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-15- 0.29% |
$1.55K - $1.61K
|
5.09K
$529K
|