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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.09K+ 10.9% |
$109K - $114K
|
11K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.08K+ 10.86% |
$108K - $113K
|
11K
$1.16M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
988+ 3.42% |
$98.9K - $104K
|
29.9K
$3.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
884+ 5.67% |
$88.5K - $92.7K
|
16.5K
$1.73M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
851+ 25.49% |
$85.2K - $89.3K
|
4.19K
$440K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
850+ 5.04% |
$85.1K - $89.2K
|
17.7K
$1.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
758+ 100.66% |
$75.8K - $79.5K
|
1.51K
$159K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
725+ 30.27% |
$72.5K - $76.1K
|
3.12K
$328K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
698New |
$69.8K - $73.2K
|
698
$73.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
696+ 29.71% |
$69.6K - $73K
|
3.04K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
686New |
$68.6K - $72K
|
686
$72K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
505New |
$50.5K - $53K
|
505
$53K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
467+ 15.16% |
$46.7K - $49K
|
3.55K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
431+ 12.13% |
$43.1K - $45.2K
|
3.98K
$418K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
372New |
$37.2K - $39K
|
372
$39K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
350+ 33.33% |
$35K - $36.7K
|
1.4K
$147K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
340New |
$34K - $35.7K
|
340
$35.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
292+ 1.54% |
$29.2K - $30.6K
|
19.3K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
274+ 3914.29% |
$27.4K - $28.7K
|
281
$29.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
238New |
$23.8K - $25K
|
238
$25K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
230+ 6.3% |
$23K - $24.1K
|
3.88K
$407K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
205New |
$20.5K - $21.5K
|
205
$21.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
162+ 1080.0% |
$16.2K - $17K
|
177
$18.6K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
145New |
$14.5K - $15.2K
|
145
$15.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
117New |
$11.7K - $12.3K
|
117
$12.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
113New |
$11.3K - $11.9K
|
113
$11.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
97New |
$9.71K - $10.2K
|
97
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
97+ 0.9% |
$9.71K - $10.2K
|
10.8K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
97New |
$9.71K - $10.2K
|
97
$10.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
77New |
$7.7K - $8.08K
|
77
$8.08K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
76New |
$7.6K - $7.97K
|
76
$7.98K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
53+ 0.54% |
$5.3K - $5.56K
|
9.87K
$1.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
51New |
$5.1K - $5.35K
|
51
$5.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
45+ 1.01% |
$4.5K - $4.72K
|
4.48K
$471K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
31+ 0.75% |
$3.1K - $3.25K
|
4.19K
$439K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26+ 1.02% |
$2.6K - $2.73K
|
2.59K
$271K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
25+ 0.93% |
$2.5K - $2.62K
|
2.71K
$285K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
25+ 0.46% |
$2.5K - $2.62K
|
5.49K
$576K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.62% |
$2.3K - $2.41K
|
3.73K
$391K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
8+ 0.24% |
$800 - $839
|
3.36K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 1.02% |
$500 - $525
|
494
$51.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.06% |
$100 - $105
|
1.71K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 1.15% |
$100 - $105
|
88
$9.24K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 1.15% |
$100 - $105
|
88
$9.24K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 8.62% |
$1K - $1.05K
|
106
$11.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-20- 0.7% |
$2K - $2.1K
|
2.82K
$296K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21- 17.65% |
$2.1K - $2.2K
|
98
$10.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-44- 24.72% |
$4.4K - $4.62K
|
134
$14.1K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-71- 3.36% |
$7.1K - $7.45K
|
2.04K
$215K
|