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 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-55- 39.57% |
$5.71K - $5.89K
|
84
$8.82K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-57- 48.72% |
$5.92K - $6.1K
|
60
$6.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-62- 0.17% |
$6.44K - $6.64K
|
36.1K
$3.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-70- 3.2% |
$7.27K - $7.49K
|
2.12K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-70- 4.18% |
$7.27K - $7.49K
|
1.6K
$168K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-84- 0.53% |
$8.73K - $8.99K
|
15.7K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-90- 81.82% |
$9.35K - $9.63K
|
20
$2.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-90- 0.22% |
$9.35K - $9.63K
|
40.2K
$4.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-95- 0.28% |
$9.87K - $10.2K
|
33.6K
$3.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-109- 1.17% |
$11.3K - $11.7K
|
9.19K
$965K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-110- 1.48% |
$11.4K - $11.8K
|
7.32K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-115- 0.98% |
$11.9K - $12.3K
|
11.7K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-138- 6.95% |
$14.3K - $14.8K
|
1.85K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-146- 4.99% |
$15.2K - $15.6K
|
2.78K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-170- 11.46% |
$17.7K - $18.2K
|
1.31K
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 15.63% |
$20.8K - $21.4K
|
1.08K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-216- 0.72% |
$22.4K - $23.1K
|
29.7K
$3.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-260- 25.79% |
$27K - $27.8K
|
748
$78.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-270- 5.31% |
$28.1K - $28.9K
|
4.82K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-273- 6.43% |
$28.4K - $29.2K
|
3.97K
$417K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-294- 0.57% |
$30.5K - $31.5K
|
51K
$5.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-320- 0.09% |
$33.2K - $34.3K
|
344K
$36.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-351- 6.11% |
$36.5K - $37.6K
|
5.39K
$566K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-360- 1.86% |
$37.4K - $38.5K
|
19K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-388- 16.49% |
$40.3K - $41.5K
|
1.97K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-393- 15.48% |
$40.8K - $42.1K
|
2.15K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-458- 14.11% |
$47.6K - $49K
|
2.79K
$293K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-474- 4.26% |
$49.2K - $50.7K
|
10.7K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-500- 12.5% |
$51.9K - $53.5K
|
3.5K
$367K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-503- 8.91% |
$52.3K - $53.8K
|
5.14K
$540K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-671- 0.5% |
$69.7K - $71.8K
|
133K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-687- 0.88% |
$71.4K - $73.5K
|
77.4K
$8.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-908- 4.78% |
$94.3K - $97.2K
|
18.1K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.17K- 30.34% |
$121K - $125K
|
2.68K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.21K- 12.63% |
$126K - $130K
|
8.39K
$881K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.35K- 2.28% |
$140K - $144K
|
57.7K
$6.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.83K- 38.67% |
$190K - $195K
|
2.9K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.93K- 7.53% |
$200K - $206K
|
23.7K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.24K- 2.96% |
$232K - $239K
|
73.2K
$7.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.27K- 19.64% |
$235K - $242K
|
9.27K
$973K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.36K- 4.48% |
$245K - $252K
|
50.3K
$5.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.66K- 24.87% |
$277K - $285K
|
8.05K
$845K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.9K- 18.29% |
$405K - $418K
|
17.4K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.95K- 1.97% |
$410K - $423K
|
196K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.15K- 18.85% |
$431K - $444K
|
17.9K
$1.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-4.65K- 6.08% |
$483K - $497K
|
71.8K
$7.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.73K- 69.96% |
$491K - $506K
|
2.03K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4.76K- 13.18% |
$494K - $509K
|
31.3K
$3.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-7.81K- 29.3% |
$811K - $836K
|
18.8K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.02K- 11.06% |
$833K - $858K
|
64.5K
$6.77M
|