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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
17+ 0.38% |
$1.73K - $1.79K
|
4.54K
$477K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$1.52K - $1.58K
|
15
$1.57K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.44% |
$1.02K - $1.05K
|
2.28K
$240K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.18% |
$102 - $105
|
556
$58.4K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.06% |
$102 - $105
|
1.71K
$179K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-20- 18.87% |
$2.03K - $2.1K
|
86
$9.03K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20- 1.32% |
$2.03K - $2.1K
|
1.5K
$157K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-28- 4.36% |
$2.84K - $2.94K
|
614
$64.5K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-45- 24.32% |
$4.57K - $4.73K
|
140
$14.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-58Closed |
$5.89K - $6.09K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-102- 0.38% |
$10.4K - $10.7K
|
26.9K
$2.82M
|
|
|
Aug 13, 2024
Q1 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-126- 4.7% |
$12.8K - $13.2K
|
2.55K
$268K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-144- 14.23% |
$14.6K - $15.1K
|
868
$91.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-150- 1.51% |
$15.2K - $15.8K
|
9.8K
$1.03M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-160- 0.9% |
$16.3K - $16.8K
|
17.6K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-188- 4.8% |
$19.1K - $19.8K
|
3.73K
$392K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-225- 5.64% |
$22.9K - $23.6K
|
3.77K
$395K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-291- 1.49% |
$29.6K - $30.6K
|
19.3K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-299- 2.78% |
$30.4K - $31.4K
|
10.5K
$1.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-331- 11.55% |
$33.6K - $34.8K
|
2.53K
$266K
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-353- 4.65% |
$35.9K - $37.1K
|
7.23K
$759K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-432- 13.2% |
$43.9K - $45.4K
|
2.84K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-443- 0.28% |
$45K - $46.5K
|
158K
$16.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-500- 2.38% |
$50.8K - $52.5K
|
20.5K
$2.15M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-533- 0.9% |
$54.1K - $56K
|
58.5K
$6.15M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-760- 3.23% |
$77.2K - $79.9K
|
22.8K
$2.39M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-784- 5.01% |
$79.6K - $82.4K
|
14.9K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-887- 10.25% |
$90.1K - $93.2K
|
7.77K
$816K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-896- 2.31% |
$91K - $94.1K
|
37.9K
$3.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-907- 23.85% |
$92.1K - $95.3K
|
2.9K
$304K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-1.05K- 13.13% |
$107K - $110K
|
6.95K
$729K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.19K- 37.06% |
$121K - $125K
|
2.02K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.28K- 1.86% |
$130K - $134K
|
67.5K
$7.09M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.34K- 10.09% |
$136K - $141K
|
12K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.54K- 9.56% |
$156K - $161K
|
14.5K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.56K- 4.49% |
$159K - $164K
|
33.2K
$3.49M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.57K- 13.1% |
$160K - $165K
|
10.4K
$1.09M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.59K- 0.6% |
$162K - $167K
|
264K
$27.8M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.05K- 3.18% |
$208K - $215K
|
62.3K
$6.54M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.16K- 18.91% |
$219K - $227K
|
9.27K
$973K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.2K- 0.58% |
$224K - $231K
|
377K
$39.6M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-2.44K- 96.97% |
$247K - $256K
|
76
$7.98K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.46K- 93.37% |
$250K - $259K
|
175
$18.4K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-2.62K- 5.09% |
$266K - $275K
|
48.8K
$5.12M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.98K- 7.5% |
$303K - $313K
|
36.7K
$3.86M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.3K- 23.91% |
$335K - $347K
|
10.5K
$1.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-3.43K- 7.95% |
$348K - $360K
|
39.7K
$4.17M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-3.56K- 25.62% |
$361K - $374K
|
10.3K
$1.08M
|