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 |
---|---|---|---|---|---|---|---|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
568+ 2366.67% |
$56.9K - $59K
|
592
$61.9K
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
493+ 12.1% |
$49.4K - $51.2K
|
4.57K
$477K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
360+ 36000.0% |
$36.1K - $37.4K
|
361
$37.7K
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
300+ 3.81% |
$30.1K - $31.2K
|
8.18K
$855K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
282+ 6.85% |
$28.3K - $29.3K
|
4.4K
$460K
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
251+ 0.32% |
$25.2K - $26.1K
|
79.6K
$8.32M
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
251+ 6.71% |
$25.2K - $26.1K
|
3.99K
$417K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
185New |
$18.5K - $19.2K
|
185
$19.3K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
177New |
$17.7K - $18.4K
|
177
$18.5K
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
170New |
$17K - $17.7K
|
170
$17.8K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
157New |
$15.7K - $16.3K
|
157
$16.4K
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
124+ 2.99% |
$12.4K - $12.9K
|
4.27K
$446K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$10K - $10.4K
|
100
$10.5K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
100+ 0.74% |
$10K - $10.4K
|
13.6K
$1.42M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61+ 1.48% |
$6.11K - $6.33K
|
4.18K
$436K
|
|
Aug 13, 2024
Q4 2022
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
43+ 1.63% |
$4.31K - $4.47K
|
2.68K
$280K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 71.19% |
$4.21K - $4.36K
|
101
$10.6K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
42New |
$4.21K - $4.36K
|
42
$4.39K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37New |
$3.71K - $3.84K
|
37
$3.87K
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
29+ 1.73% |
$2.91K - $3.01K
|
1.71K
$178K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
28+ 0.62% |
$2.81K - $2.91K
|
4.53K
$473K
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
21+ 24.71% |
$2.1K - $2.18K
|
106
$11.1K
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
21+ 24.71% |
$2.1K - $2.18K
|
106
$11.1K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.71% |
$1.6K - $1.66K
|
2.27K
$238K
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6- 0.15% |
$601 - $623
|
3.92K
$410K
|
|
Feb 13, 2023
Q4 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-28- 1.23% |
$2.81K - $2.91K
|
2.25K
$235K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-31- 0.17% |
$3.11K - $3.22K
|
17.8K
$1.86M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-41- 6.0% |
$4.11K - $4.26K
|
642
$67.1K
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-77- 0.49% |
$7.72K - $8K
|
15.6K
$1.63M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-82- 12.87% |
$8.22K - $8.52K
|
555
$58K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-85- 95.51% |
$8.52K - $8.83K
|
4
$418
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-87- 2.95% |
$8.72K - $9.03K
|
2.87K
$299K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 6.18% |
$10K - $10.4K
|
1.52K
$159K
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-114- 1.55% |
$11.4K - $11.8K
|
7.23K
$756K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-115- 6.3% |
$11.5K - $11.9K
|
1.71K
$179K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-116- 3.48% |
$11.6K - $12K
|
3.21K
$336K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-252- 2.4% |
$25.3K - $26.2K
|
10.2K
$1.07M
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-273- 1.38% |
$27.4K - $28.4K
|
19.6K
$2.04M
|
|
Feb 14, 2023
Q4 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-280- 2.53% |
$28.1K - $29.1K
|
10.8K
$1.13M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-292- 97.99% |
$29.3K - $30.3K
|
6
$627
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-329- 19.98% |
$33K - $34.2K
|
1.32K
$138K
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-460- 14.17% |
$46.1K - $47.8K
|
2.79K
$291K
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-475- 8.74% |
$47.6K - $49.3K
|
4.96K
$518K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-488- 15.67% |
$48.9K - $50.7K
|
2.63K
$275K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-515- 60.59% |
$51.6K - $53.5K
|
335
$35K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-550- 72.85% |
$55.1K - $57.1K
|
205
$21.4K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-552- 35.29% |
$55.3K - $57.3K
|
1.01K
$106K
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-634- 7.34% |
$63.5K - $65.8K
|
8K
$836K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-936- 26.33% |
$93.8K - $97.2K
|
2.62K
$274K
|