Purchases and Sales Made in Q1 2023 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.26KNew |
$230K - $238K
|
2.26K
$238K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
2.18K+ 35.53% |
$221K - $229K
|
8.31K
$873K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.05K+ 9.43% |
$208K - $215K
|
23.8K
$2.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2K+ 4.61% |
$203K - $210K
|
45.4K
$4.77M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.85KNew |
$188K - $195K
|
1.85K
$195K
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.78K+ 41.81% |
$181K - $187K
|
6.05K
$635K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.7K+ 75.13% |
$173K - $179K
|
3.97K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.61K+ 10.75% |
$164K - $170K
|
16.6K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.53K+ 11.49% |
$155K - $161K
|
14.8K
$1.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.53K+ 18.11% |
$155K - $161K
|
9.97K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.44KNew |
$146K - $151K
|
1.44K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.35K+ 65.11% |
$137K - $142K
|
3.43K
$360K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.27K+ 1.79% |
$129K - $133K
|
72K
$7.56M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.21K+ 8.87% |
$123K - $127K
|
14.8K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16KNew |
$117K - $121K
|
1.16K
$121K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.15K+ 318.84% |
$117K - $121K
|
1.51K
$159K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.02K+ 3.69% |
$103K - $107K
|
28.6K
$3M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
905+ 3.05% |
$91.9K - $95.1K
|
30.6K
$3.21M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
830+ 2.68% |
$84.3K - $87.2K
|
31.8K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
823+ 36.63% |
$83.6K - $86.5K
|
3.07K
$322K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
792New |
$80.5K - $83.2K
|
792
$83.1K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
734+ 2.54% |
$74.6K - $77.1K
|
29.7K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
689+ 5.75% |
$70K - $72.4K
|
12.7K
$1.33M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
660New |
$67K - $69.3K
|
660
$69.3K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
626+ 36.59% |
$63.6K - $65.8K
|
2.34K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
625+ 6.1% |
$63.5K - $65.7K
|
10.9K
$1.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
570+ 3.68% |
$57.9K - $59.9K
|
16K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
555+ 6.46% |
$56.4K - $58.3K
|
9.15K
$960K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
529+ 0.47% |
$53.7K - $55.6K
|
114K
$12M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
434+ 9.51% |
$44.1K - $45.6K
|
5K
$525K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
397+ 4.65% |
$40.3K - $41.7K
|
8.94K
$938K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
360+ 9.96% |
$36.6K - $37.8K
|
3.97K
$417K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
335+ 11.57% |
$34K - $35.2K
|
3.23K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
315+ 1.15% |
$32K - $33.1K
|
27.8K
$2.91M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
305+ 8.79% |
$31K - $32K
|
3.78K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
301+ 5.49% |
$30.6K - $31.6K
|
5.79K
$607K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
291+ 0.37% |
$29.6K - $30.6K
|
79.9K
$8.39M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
264+ 0.34% |
$26.8K - $27.7K
|
78K
$8.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
249New |
$25.3K - $26.2K
|
249
$26.1K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
200+ 0.44% |
$20.3K - $21K
|
45.6K
$4.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
200+ 0.74% |
$20.3K - $21K
|
27.2K
$2.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
175New |
$17.8K - $18.4K
|
175
$18.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
143+ 4.48% |
$14.5K - $15K
|
3.33K
$350K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
120+ 0.13% |
$12.2K - $12.6K
|
90.4K
$9.49M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
110New |
$11.2K - $11.6K
|
110
$11.5K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
83+ 1.89% |
$8.43K - $8.72K
|
4.48K
$470K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
73+ 1.47% |
$7.42K - $7.67K
|
5.03K
$528K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68+ 1.63% |
$6.91K - $7.14K
|
4.24K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43+ 716.67% |
$4.37K - $4.52K
|
49
$5.14K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28+ 0.96% |
$2.84K - $2.94K
|
2.96K
$310K
|