Purchases and Sales Made in Q4 2024 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
814+ 40.38% |
$84.6K - $87.1K
|
2.83K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
802+ 27.73% |
$83.3K - $85.9K
|
3.69K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
580+ 3.37% |
$60.3K - $62.1K
|
17.8K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
476+ 14.47% |
$49.5K - $51K
|
3.77K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
392+ 6.41% |
$40.7K - $42K
|
6.5K
$680K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
328+ 1.72% |
$34.1K - $35.1K
|
19.4K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
285+ 6.52% |
$29.6K - $30.5K
|
4.65K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
283+ 2.73% |
$29.4K - $30.3K
|
10.7K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
276+ 0.67% |
$28.7K - $29.5K
|
41.6K
$4.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
252+ 5.6% |
$26.2K - $27K
|
4.75K
$497K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
167+ 3.79% |
$17.3K - $17.9K
|
4.57K
$478K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
115+ 0.63% |
$11.9K - $12.3K
|
18.4K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
110New |
$11.4K - $11.8K
|
110
$11.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
85+ 0.69% |
$8.83K - $9.1K
|
12.4K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7+ 0.36% |
$727 - $749
|
1.95K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5+ 0.07% |
$519 - $535
|
7.46K
$780K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.43% |
$104 - $107
|
234
$24.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.0% |
$104 - $107
|
51
$5.33K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.07% |
$104 - $107
|
1.53K
$160K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 6.12% |
$623 - $642
|
92
$9.61K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-11- 0.81% |
$1.14K - $1.18K
|
1.35K
$141K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 4.0% |
$2.49K - $2.57K
|
576
$60.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-29- 4.75% |
$3.01K - $3.1K
|
581
$60.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-57- 48.72% |
$5.92K - $6.1K
|
60
$6.27K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-62- 0.17% |
$6.44K - $6.64K
|
36.1K
$3.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-70- 3.2% |
$7.27K - $7.49K
|
2.12K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-84- 0.53% |
$8.73K - $8.99K
|
15.7K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-90- 0.22% |
$9.35K - $9.63K
|
40.2K
$4.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-90- 81.82% |
$9.35K - $9.63K
|
20
$2.09K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-95- 0.28% |
$9.87K - $10.2K
|
33.6K
$3.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-109- 1.17% |
$11.3K - $11.7K
|
9.19K
$960K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-110- 1.48% |
$11.4K - $11.8K
|
7.32K
$765K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 15.63% |
$20.8K - $21.4K
|
1.08K
$113K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-270- 5.31% |
$28.1K - $28.9K
|
4.82K
$503K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-351- 6.11% |
$36.5K - $37.6K
|
5.39K
$564K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-360- 1.86% |
$37.4K - $38.5K
|
19K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-388- 16.49% |
$40.3K - $41.5K
|
1.97K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-393- 15.48% |
$40.8K - $42.1K
|
2.15K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-458- 14.11% |
$47.6K - $49K
|
2.79K
$291K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-474- 4.26% |
$49.2K - $50.7K
|
10.7K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-500- 12.5% |
$51.9K - $53.5K
|
3.5K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-671- 0.5% |
$69.7K - $71.8K
|
133K
$13.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.93K- 7.53% |
$200K - $206K
|
23.7K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.24K- 2.96% |
$232K - $239K
|
73.2K
$7.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.36K- 4.48% |
$245K - $252K
|
50.3K
$5.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.9K- 18.29% |
$405K - $418K
|
17.4K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.95K- 1.97% |
$410K - $423K
|
196K
$20.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-4.65K- 6.08% |
$483K - $497K
|
71.8K
$7.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.73K- 69.96% |
$491K - $506K
|
2.03K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-7.81K- 29.3% |
$811K - $836K
|
18.8K
$1.97M
|