Purchases and Sales Made in Q4 2022 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q4 2022. 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 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.8K+ 24.13% |
$1.19M - $1.23M
|
60.9K
$6.36M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5K+ 218.66% |
$1.06M - $1.1M
|
15.4K
$1.61M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
10.2KNew |
$1.03M - $1.06M
|
10.2K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.95KNew |
$997K - $1.03M
|
9.95K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.05KNew |
$907K - $940K
|
9.05K
$946K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.67K+ 343.44% |
$868K - $900K
|
11.2K
$1.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.54KNew |
$856K - $887K
|
8.54K
$893K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8.21KNew |
$823K - $853K
|
8.21K
$858K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8.04K+ 203.21% |
$806K - $835K
|
12K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.95K+ 40.18% |
$796K - $825K
|
27.7K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.48K+ 37.98% |
$649K - $673K
|
23.5K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.33KNew |
$635K - $658K
|
6.33K
$662K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
6KNew |
$601K - $623K
|
6K
$627K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.72K+ 65.68% |
$573K - $594K
|
14.4K
$1.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.51K+ 64.22% |
$552K - $572K
|
14.1K
$1.47M
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
4.6K+ 9.83% |
$461K - $478K
|
51.4K
$5.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$461K - $478K
|
4.6K
$481K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
3.7K+ 10.56% |
$371K - $385K
|
38.8K
$4.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.47K+ 1.43% |
$348K - $361K
|
247K
$25.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.27KNew |
$328K - $340K
|
3.27K
$342K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
3.25KNew |
$326K - $338K
|
3.25K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3K+ 3.6% |
$301K - $312K
|
86.3K
$9.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
2.9KNew |
$290K - $301K
|
2.9K
$303K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
2.69KNew |
$270K - $279K
|
2.69K
$281K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.47KNew |
$247K - $256K
|
2.47K
$258K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.4KNew |
$241K - $249K
|
2.4K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.28K+ 23.52% |
$229K - $237K
|
12K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.25K+ 28.17% |
$226K - $234K
|
10.2K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.12KNew |
$213K - $220K
|
2.12K
$222K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.88K+ 7.32% |
$189K - $196K
|
27.6K
$2.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.8K+ 6.63% |
$180K - $187K
|
28.9K
$3.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$167K - $173K
|
1.67K
$174K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
1.38K+ 61.77% |
$138K - $143K
|
3.61K
$378K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.34K+ 11.16% |
$134K - $139K
|
13.3K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.23K+ 2.78% |
$123K - $128K
|
45.4K
$4.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.19K+ 83.23% |
$119K - $124K
|
2.62K
$274K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1.14K+ 0.78% |
$114K - $119K
|
148K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.12K+ 1.15% |
$112K - $116K
|
98.5K
$10.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
995+ 2.35% |
$99.7K - $103K
|
43.4K
$4.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
812+ 10.64% |
$81.4K - $84.3K
|
8.44K
$882K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
788+ 5.36% |
$79K - $81.8K
|
15.5K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
786+ 3.18% |
$78.8K - $81.6K
|
25.5K
$2.66M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
782+ 11.86% |
$78.4K - $81.2K
|
7.37K
$771K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
766+ 1.13% |
$76.8K - $79.5K
|
68.8K
$7.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
745+ 14.24% |
$74.7K - $77.4K
|
5.98K
$624K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
689+ 2.02% |
$69.1K - $71.6K
|
34.8K
$3.63M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
675New |
$67.7K - $70.1K
|
675
$70.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
662New |
$66.4K - $68.7K
|
662
$69.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
639New |
$64K - $66.4K
|
639
$66.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
615+ 7.71% |
$61.6K - $63.9K
|
8.59K
$898K
|