Bms Financial Advisors, LLC Ishares Tr Transaction History

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 2,168 shares of GVI stock, worth $226,057. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,168
Previous 3,965 45.32%
Holding current value
$226,057
Previous $414,000 46.14%
% of portfolio
0.15%
Previous 0.29%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$102.83 - $105.23 $184,785 - $189,098
-1,797 Reduced 45.32%
2,168 $223,000
Q1 2023

Apr 10, 2023
BUY
$101.58 - $105.07 $172,787 - $178,724
1,701 Added 75.13%
3,965 $414,000
Q4 2022

Jan 19, 2023
SELL
$100.23 - $103.85 $143,128 - $148,297
-1,428 Reduced 38.68%
2,264 $0
Q3 2022

Oct 17, 2022
BUY
$101.17 - $107.13 $144,470 - $152,981
1,428 Added 63.07%
3,692 $375,000
Q2 2022

Jul 11, 2022
SELL
$103.39 - $108.19 $131,305 - $137,401
-1,270 Reduced 35.94%
2,264 $258,000
Q1 2022

May 11, 2022
BUY
$107.97 - $113.53 $137,121 - $144,183
1,270 Added 56.1%
3,534 $384,000
Q4 2021

May 11, 2022
BUY
$113.61 - $115.26 $257,213 - $260,948
2,264 New
2,264 $258,000

Others Institutions Holding GVI

# of Institutions
291
Shares Held
28.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

GVI Quotes by TradingView
  • Ticker GVI
  • Sector ETFs
  • Industry ETFs
More about GVI
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