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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.24K- 17.4% |
$856K - $882K
|
39.1K
$4.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-8.35K- 4.87% |
$868K - $894K
|
163K
$17.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-8.39K- 61.69% |
$872K - $899K
|
5.21K
$547K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.63K- 74.44% |
$896K - $923K
|
2.96K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8.74K- 13.04% |
$908K - $935K
|
58.3K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.61K- 38.55% |
$998K - $1.03M
|
15.3K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-14.9K- 75.94% |
$1.55M - $1.6M
|
4.72K
$496K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-20.6K- 19.06% |
$2.14M - $2.2M
|
87.4K
$9.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-24.4K- 6.58% |
$2.53M - $2.61M
|
346K
$36.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-27.6K- 23.13% |
$2.87M - $2.95M
|
91.7K
$9.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-28.8K- 4.89% |
$2.99M - $3.08M
|
560K
$58.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-30.8K- 68.57% |
$3.19M - $3.29M
|
14.1K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.4K- 29.74% |
$3.26M - $3.36M
|
74.1K
$7.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.8K- 26.05% |
$3.3M - $3.4M
|
90.2K
$9.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-40.9K- 7.5% |
$4.25M - $4.37M
|
504K
$52.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-60.9K- 87.5% |
$6.33M - $6.52M
|
8.7K
$914K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-68.1K- 18.65% |
$7.07M - $7.29M
|
297K
$31.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-68.2K- 93.8% |
$7.08M - $7.3M
|
4.51K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-75.5K- 27.01% |
$7.85M - $8.09M
|
204K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-80.1K- 38.13% |
$8.33M - $8.58M
|
130K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-87.8K- 31.92% |
$9.12M - $9.4M
|
187K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-273K- 69.34% |
$28.4M - $29.2M
|
121K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-463K- 23.49% |
$48.1M - $49.6M
|
1.51M
$158M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-624K- 32.27% |
$64.8M - $66.8M
|
1.31M
$137M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-871K- 71.3% |
$90.5M - $93.2M
|
351K
$36.8M
|