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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.92K+ 37.4% |
$823K - $848K
|
29.1K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
7.9KNew |
$821K - $846K
|
7.9K
$829K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7.64K+ 167.29% |
$793K - $818K
|
12.2K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.62K+ 21.36% |
$791K - $815K
|
43.3K
$4.54M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6.64K+ 12.93% |
$690K - $711K
|
58K
$6.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.11K+ 21.15% |
$635K - $655K
|
35K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.01K+ 3.68% |
$625K - $644K
|
169K
$17.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
5.98K+ 4.26% |
$621K - $640K
|
146K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.75K+ 20.64% |
$597K - $615K
|
33.6K
$3.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.6K+ 297.5% |
$582K - $600K
|
7.49K
$786K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.31KNew |
$551K - $568K
|
5.31K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.26KNew |
$547K - $564K
|
5.26K
$553K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.12K+ 5.51% |
$532K - $548K
|
98K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.07K+ 15.21% |
$527K - $543K
|
38.4K
$4.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.05K+ 17.16% |
$524K - $540K
|
34.5K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.9K+ 9.38% |
$509K - $525K
|
57.2K
$6M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.73K+ 2.71% |
$491K - $506K
|
179K
$18.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
4.62K+ 9.89% |
$480K - $494K
|
51.3K
$5.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4K+ 16.25% |
$415K - $428K
|
28.6K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
3.69KNew |
$384K - $395K
|
3.69K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
3.58KNew |
$372K - $383K
|
3.58K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.51KNew |
$365K - $376K
|
3.51K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.38K+ 20.31% |
$351K - $362K
|
20K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.23KNew |
$335K - $345K
|
3.23K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.95KNew |
$306K - $316K
|
2.95K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.81KNew |
$292K - $301K
|
2.81K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.75KNew |
$285K - $294K
|
2.75K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2.7KNew |
$281K - $289K
|
2.7K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.6KNew |
$270K - $279K
|
2.6K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.48K+ 5.38% |
$257K - $265K
|
48.5K
$5.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.32KNew |
$241K - $249K
|
2.32K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.31K+ 37.85% |
$240K - $247K
|
8.4K
$882K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.16K+ 3.44% |
$225K - $231K
|
65K
$6.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
2.09K+ 32.06% |
$217K - $224K
|
8.61K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.91K+ 9.33% |
$199K - $205K
|
22.4K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.75KNew |
$181K - $187K
|
1.75K
$183K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.69K+ 2.09% |
$175K - $181K
|
82.5K
$8.66M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.65KNew |
$171K - $177K
|
1.65K
$173K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.62K+ 21.06% |
$168K - $174K
|
9.32K
$978K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.56K+ 4.98% |
$162K - $167K
|
32.8K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.53K+ 0.14% |
$159K - $163K
|
1.13M
$119M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
1.4K+ 0.85% |
$146K - $150K
|
167K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.36K+ 7.89% |
$141K - $146K
|
18.6K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 17.76% |
$128K - $132K
|
8.2K
$860K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.18K+ 2.7% |
$122K - $126K
|
44.8K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 32.91% |
$110K - $114K
|
4.29K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.04K+ 40.3% |
$108K - $111K
|
3.61K
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1K+ 9.09% |
$104K - $107K
|
12K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
878+ 13.92% |
$91.2K - $94K
|
7.19K
$754K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
862+ 21.89% |
$89.6K - $92.3K
|
4.8K
$504K
|