Purchases and Sales Made in Q3 2022 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.58K+ 17.81% |
$261K - $276K
|
17.1K
$1.79M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
2.08KNew |
$210K - $222K
|
2.08K
$218K
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.94K+ 4.11% |
$196K - $208K
|
49.1K
$5.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.72K+ 5.33% |
$174K - $185K
|
34.1K
$3.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.68KNew |
$170K - $180K
|
1.68K
$176K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.65KNew |
$167K - $176K
|
1.65K
$173K
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 63.07% |
$144K - $153K
|
3.69K
$388K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.28KNew |
$130K - $138K
|
1.28K
$135K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.27K+ 0.98% |
$129K - $136K
|
130K
$13.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.26K+ 11.65% |
$127K - $134K
|
12K
$1.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.12K+ 10.31% |
$113K - $120K
|
12K
$1.26M
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
979+ 14.82% |
$99K - $105K
|
7.59K
$796K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
867+ 2.53% |
$87.7K - $92.9K
|
35.1K
$3.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
763+ 2.62% |
$77.2K - $81.7K
|
29.9K
$3.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
736+ 28.37% |
$74.5K - $78.8K
|
3.33K
$350K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
712+ 21.18% |
$72K - $76.3K
|
4.07K
$428K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
651+ 3.51% |
$65.9K - $69.7K
|
19.2K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
590+ 7.99% |
$59.7K - $63.2K
|
7.98K
$837K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
470+ 1.86% |
$47.5K - $50.4K
|
25.7K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
446+ 65.59% |
$45.1K - $47.8K
|
1.13K
$118K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
395+ 0.48% |
$40K - $42.3K
|
82K
$8.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
324+ 7.23% |
$32.8K - $34.7K
|
4.81K
$505K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
230+ 2.75% |
$23.3K - $24.6K
|
8.58K
$901K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
212+ 12.86% |
$21.4K - $22.7K
|
1.86K
$195K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
200+ 0.23% |
$20.2K - $21.4K
|
87.5K
$9.18M
|
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
194+ 4.91% |
$19.6K - $20.8K
|
4.14K
$435K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
153+ 5.17% |
$15.5K - $16.4K
|
3.12K
$327K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
139+ 1.79% |
$14.1K - $14.9K
|
7.88K
$827K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
134+ 3.37% |
$13.6K - $14.4K
|
4.11K
$432K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
85+ 2.32% |
$8.6K - $9.11K
|
3.74K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
58+ 0.27% |
$5.87K - $6.21K
|
21.7K
$2.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 50.0% |
$3.84K - $4.07K
|
114
$12K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
17+ 0.38% |
$1.72K - $1.82K
|
4.5K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.49% |
$1.11K - $1.18K
|
2.26K
$237K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2+ 0.05% |
$202 - $214
|
3.93K
$412K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1New |
$101 - $107
|
1
$105
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1- 0.03% |
$101 - $107
|
3.17K
$333K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-5- 5.56% |
$506 - $536
|
85
$8.92K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-8- 0.36% |
$809 - $857
|
2.24K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-9- 0.39% |
$911 - $964
|
2.28K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14- 13.59% |
$1.42K - $1.5K
|
89
$9.34K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-19- 33.33% |
$1.92K - $2.04K
|
38
$3.99K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-33- 0.16% |
$3.34K - $3.54K
|
20.6K
$2.16M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-35- 12.87% |
$3.54K - $3.75K
|
237
$24.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-42- 0.25% |
$4.25K - $4.5K
|
16.6K
$1.74M
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-43Closed |
$4.35K - $4.61K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-58- 21.89% |
$5.87K - $6.21K
|
207
$21.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
SELL
|
- |
-65- 20.97% |
$6.58K - $6.96K
|
245
$25.7K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-90- 0.14% |
$9.11K - $9.64K
|
64.1K
$6.73M
|