Purchases and Sales Made in Q4 2023 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q4 2023. 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 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.33M+ 131.27% |
$233M - $245M
|
4.11M
$428M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
469K+ 440.26% |
$46.9M - $49.2M
|
576K
$59.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
322KNew |
$32.2M - $33.8M
|
322K
$33.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
238K+ 23.44% |
$23.8M - $24.9M
|
1.25M
$130M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
205KNew |
$20.5M - $21.5M
|
205K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
178K+ 9.51% |
$17.8M - $18.6M
|
2.05M
$213M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
151K+ 165.05% |
$15.1M - $15.8M
|
242K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
143K+ 12.09% |
$14.4M - $15M
|
1.33M
$138M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
130K+ 53.35% |
$13M - $13.6M
|
373K
$38.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
125K+ 56.99% |
$12.5M - $13.1M
|
344K
$35.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88.9K+ 173.68% |
$8.9M - $9.33M
|
140K
$14.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.6K+ 777.75% |
$7.77M - $8.14M
|
87.6K
$9.11M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
73.1K+ 28.28% |
$7.31M - $7.67M
|
332K
$34.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
66.8K+ 1110.93% |
$6.68M - $7M
|
72.8K
$7.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.8K+ 18.81% |
$6.28M - $6.59M
|
396K
$41.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.2KNew |
$5.82M - $6.1M
|
58.2K
$6.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
57.2K+ 18261.66% |
$5.72M - $6M
|
57.5K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
49.6KNew |
$4.96M - $5.2M
|
49.6K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.4K+ 1222.2% |
$4.85M - $5.08M
|
52.4K
$5.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
45K+ 293.92% |
$4.51M - $4.72M
|
60.3K
$6.28M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
42KNew |
$4.21M - $4.41M
|
42K
$4.37M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
37.8K+ 74.01% |
$3.78M - $3.96M
|
88.8K
$9.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32K+ 14.54% |
$3.2M - $3.36M
|
252K
$26.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
31KNew |
$3.1M - $3.25M
|
31K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
29.5K+ 45.43% |
$2.95M - $3.1M
|
94.4K
$9.83M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.4K+ 157.55% |
$2.64M - $2.77M
|
43.2K
$4.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
26.3K+ 9.99% |
$2.63M - $2.76M
|
289K
$30.1M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
24.6K+ 11.58% |
$2.46M - $2.58M
|
237K
$24.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
23K+ 116.4% |
$2.3M - $2.41M
|
42.7K
$4.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
22.8K+ 40.89% |
$2.28M - $2.39M
|
78.4K
$8.16M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
21.1K+ 279.14% |
$2.12M - $2.22M
|
28.7K
$2.99M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
19.9KNew |
$1.99M - $2.09M
|
19.9K
$2.07M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17.8K+ 92.54% |
$1.78M - $1.87M
|
37K
$3.85M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
17KNew |
$1.7M - $1.78M
|
17K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
14.9K+ 1.89% |
$1.49M - $1.57M
|
806K
$83.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 41.2% |
$1.44M - $1.51M
|
49.2K
$5.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
14.3K+ 10.48% |
$1.43M - $1.5M
|
150K
$15.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9KNew |
$1.39M - $1.45M
|
13.9K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13.4K+ 4.21% |
$1.34M - $1.4M
|
331K
$34.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.8K+ 6.46% |
$1.28M - $1.34M
|
211K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.6K+ 226.2% |
$1.26M - $1.33M
|
18.2K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11.6KNew |
$1.16M - $1.22M
|
11.6K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
10.9K+ 8.46% |
$1.09M - $1.14M
|
140K
$14.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
10.6K+ 1.02% |
$1.06M - $1.11M
|
1.05M
$109M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.4KNew |
$1.04M - $1.09M
|
10.4K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
10.4K+ 50.48% |
$1.04M - $1.09M
|
30.9K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 23.3% |
$1.02M - $1.07M
|
54.1K
$5.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10KNew |
$1M - $1.05M
|
10K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
9.68K+ 290.9% |
$969K - $1.02M
|
13K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
9.27KNew |
$927K - $972K
|
9.27K
$964K
|