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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23- 2.83% |
$2.37K - $2.47K
|
790
$82.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-24- 0.12% |
$2.48K - $2.58K
|
20.8K
$2.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-51- 1.55% |
$5.26K - $5.48K
|
3.25K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-77- 0.81% |
$7.94K - $8.27K
|
9.48K
$985K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-81- 5.18% |
$8.36K - $8.7K
|
1.48K
$154K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-84- 1.23% |
$8.67K - $9.02K
|
6.74K
$701K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-85- 0.44% |
$8.77K - $9.13K
|
19.4K
$2.01M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-86- 3.57% |
$8.87K - $9.24K
|
2.32K
$241K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-97- 2.16% |
$10K - $10.4K
|
4.4K
$458K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-128- 7.18% |
$13.2K - $13.8K
|
1.65K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-142- 20.82% |
$14.7K - $15.3K
|
540
$56.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-167- 0.75% |
$17.2K - $17.9K
|
22K
$2.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-193- 1.21% |
$19.9K - $20.7K
|
15.8K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-240- 9.88% |
$24.8K - $25.8K
|
2.19K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-251- 5.99% |
$25.9K - $27K
|
3.94K
$409K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-291- 10.16% |
$30K - $31.3K
|
2.57K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-335Closed |
$34.6K - $36K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-379- 0.51% |
$39.1K - $40.7K
|
74.4K
$7.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-396- 1.04% |
$40.9K - $42.5K
|
37.6K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-419- 1.0% |
$43.2K - $45K
|
41.3K
$4.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-466- 12.71% |
$48.1K - $50.1K
|
3.2K
$333K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-527- 4.52% |
$54.4K - $56.6K
|
11.1K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-593- 3.32% |
$61.2K - $63.7K
|
17.3K
$1.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-671- 2.46% |
$69.2K - $72.1K
|
26.7K
$2.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-695- 0.89% |
$71.7K - $74.7K
|
77.1K
$8.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-701- 5.61% |
$72.3K - $75.3K
|
11.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-707- 6.19% |
$72.9K - $76K
|
10.7K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-744- 11.64% |
$76.8K - $79.9K
|
5.65K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-755- 7.58% |
$77.9K - $81.1K
|
9.2K
$957K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-877- 8.37% |
$90.5K - $94.2K
|
9.6K
$998K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.03K- 1.4% |
$106K - $111K
|
72.7K
$7.56M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.15K- 2.56% |
$118K - $123K
|
43.6K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.18K- 23.46% |
$121K - $126K
|
3.84K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.41K- 2.29% |
$145K - $151K
|
60.2K
$6.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.48K- 2.0% |
$153K - $159K
|
72.5K
$7.53M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-1.6K- 3.2% |
$165K - $171K
|
48.2K
$5.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.65K- 3.28% |
$170K - $177K
|
48.5K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.76K- 2.56% |
$182K - $189K
|
67K
$6.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.81K- 6.77% |
$187K - $195K
|
24.9K
$2.59M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.82K- 1.5% |
$188K - $195K
|
119K
$12.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.83K- 43.12% |
$189K - $197K
|
2.41K
$251K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-2.46K- 3.12% |
$254K - $265K
|
76.5K
$7.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.73K- 28.14% |
$281K - $293K
|
6.96K
$724K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.91K- 7.45% |
$300K - $312K
|
36.1K
$3.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-3.78K- 2.16% |
$390K - $406K
|
171K
$17.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.86K- 36.36% |
$398K - $415K
|
6.76K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.97K- 15.98% |
$409K - $426K
|
20.8K
$2.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-4K- 15.79% |
$413K - $430K
|
21.3K
$2.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.08K- 7.93% |
$421K - $438K
|
47.4K
$4.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.36K- 6.49% |
$450K - $468K
|
62.8K
$6.53M
|