Purchases and Sales Made in Q4 2021 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
100+ 4.69% |
$11.4K - $11.5K
|
2.23K
$232K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
92+ 0.09% |
$10.5K - $10.6K
|
105K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
90+ 1.07% |
$10.2K - $10.4K
|
8.49K
$883K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
76+ 2.71% |
$8.63K - $8.76K
|
2.88K
$299K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
52+ 13.58% |
$5.91K - $5.99K
|
435
$45.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39+ 114.71% |
$4.43K - $4.5K
|
73
$7.59K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 19.86% |
$3.18K - $3.23K
|
169
$17.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
24+ 1.1% |
$2.73K - $2.77K
|
2.21K
$230K
|
|
|
Jan 19, 2022
Q4 2021
|
Riverview Trust CO
|
BUY
|
- |
17+ 1.9% |
$1.93K - $1.96K
|
911
$94.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
17New |
$1.93K - $1.96K
|
17
$1.77K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15+ 0.52% |
$1.7K - $1.73K
|
2.93K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.45% |
$1.14K - $1.15K
|
2.23K
$232K
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
10+ 0.41% |
$1.14K - $1.15K
|
2.43K
$252K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8New |
$909 - $922
|
8
$832
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-3- 0.02% |
$341 - $346
|
17.2K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6- 0.22% |
$682 - $692
|
2.76K
$287K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-10- 0.63% |
$1.14K - $1.15K
|
1.59K
$165K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 43.01% |
$4.54K - $4.61K
|
53
$5.51K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-59Closed |
$6.7K - $6.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-62Closed |
$7.04K - $7.15K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-65- 1.33% |
$7.38K - $7.49K
|
4.82K
$501K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-72- 3.22% |
$8.18K - $8.3K
|
2.17K
$225K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-74- 0.29% |
$8.41K - $8.53K
|
25.1K
$2.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-81- 0.74% |
$9.2K - $9.34K
|
10.8K
$1.12M
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-100- 1.51% |
$11.4K - $11.5K
|
6.5K
$676K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-100- 3.85% |
$11.4K - $11.5K
|
2.5K
$260K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-108- 3.32% |
$12.3K - $12.4K
|
3.14K
$327K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-116- 0.03% |
$13.2K - $13.4K
|
463K
$48.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-134- 0.82% |
$15.2K - $15.4K
|
16.2K
$1.69M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-140- 21.84% |
$15.9K - $16.1K
|
501
$52.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-157- 5.19% |
$17.8K - $18.1K
|
2.87K
$298K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-160Closed |
$18.2K - $18.4K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-201- 4.71% |
$22.8K - $23.2K
|
4.07K
$423K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-232Closed |
$26.4K - $26.7K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-245- 0.44% |
$27.8K - $28.2K
|
55.7K
$5.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-250- 2.38% |
$28.4K - $28.8K
|
10.2K
$1.07M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-278Closed |
$31.6K - $32K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-285- 6.34% |
$32.4K - $32.8K
|
4.21K
$438K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-288- 1.38% |
$32.7K - $33.2K
|
20.6K
$2.14M
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
SELL
|
- |
-321- 4.06% |
$36.5K - $37K
|
7.59K
$789K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-347- 18.11% |
$39.4K - $40K
|
1.57K
$163K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-356- 1.68% |
$40.4K - $41K
|
20.8K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-382- 0.18% |
$43.4K - $44K
|
216K
$22.5M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-490- 26.42% |
$55.7K - $56.5K
|
1.37K
$142K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-615- 6.16% |
$69.9K - $70.9K
|
9.38K
$975K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-718- 2.94% |
$81.6K - $82.8K
|
23.7K
$2.47M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-805- 64.55% |
$91.5K - $92.8K
|
442
$46K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-825- 26.97% |
$93.7K - $95.1K
|
2.23K
$232K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-928- 45.25% |
$105K - $107K
|
1.12K
$117K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.77KClosed |
$201K - $204K
|
0
$0
|