Latest Institutional Transactions on Ishares Tr (GVI)
This table provides information on the latest institutional transactions involving Ishares Tr (GVI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.26KClosed |
$148K - $149K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.67K+ 25.6% |
$765K - $786K
|
32.7K
$3.46M
|
|
|
Sep 03, 2020
Q2 2020
|
Reliant Wealth Planning
|
SELL
|
- |
-203KClosed |
$23.3M - $23.9M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-24.9KClosed |
$2.85M - $2.93M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-121Closed |
$13.9K - $14.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-24.8KClosed |
$2.85M - $2.93M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-51.3KClosed |
$5.88M - $6.03M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.76KClosed |
$201K - $207K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
548+ 1.45% |
$62.8K - $64.5K
|
38.4K
$4.06M
|
|
|
Jul 31, 2020
Q2 2020
|
Mc Adam, LLC
|
SELL
|
- |
-2.27KClosed |
$260K - $267K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-247Closed |
$28.3K - $29.1K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.38KClosed |
$273K - $280K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-13.8KClosed |
$1.51M - $1.61M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.24KClosed |
$137K - $145K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-66Closed |
$7.26K - $7.72K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-583Closed |
$64.1K - $68.2K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-29.2KClosed |
$3.21M - $3.42M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
380New |
$41.8K - $44.4K
|
380
$40.2K
|
|
|
Apr 28, 2020
Q1 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.9KClosed |
$319K - $339K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-73Closed |
$8.02K - $8.53K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 16, 2021
Q4 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-117Closed |
$13.2K - $13.3K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-26Closed |
$2.92K - $2.96K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-75.6KClosed |
$8.5M - $8.6M
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Brr Op Co, LLC
|
SELL
|
- |
-2.83KClosed |
$318K - $322K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
108New |
$12.1K - $12.3K
|
108
$11.4K
|
|
|
Jan 27, 2020
Q4 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-927Closed |
$104K - $106K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-209Closed |
$23.5K - $23.8K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-331Closed |
$37.2K - $37.7K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.59KClosed |
$960K - $979K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-95Closed |
$10.6K - $10.8K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-330Closed |
$36.9K - $37.6K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-43KClosed |
$4.8M - $4.9M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-248Closed |
$27.7K - $28.3K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-4.29KClosed |
$479K - $488K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.62KClosed |
$293K - $298K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.51KClosed |
$281K - $286K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-127Closed |
$14.2K - $14.5K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Mar 11, 2024
Q2 2019
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.9KClosed |
$208K - $213K
|
0
$0
|
|
|
May 19, 2020
Q2 2019
|
Archer Investment Corp
|
SELL
|
- |
-2.25KClosed |
$247K - $253K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-345Closed |
$37.8K - $38.7K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-376Closed |
$41.2K - $42.2K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1Closed |
$110 - $112
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.7KClosed |
$292K - $298K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.1KClosed |
$335K - $343K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.12KClosed |
$661K - $676K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Adirondack Trust CO
|
SELL
|
- |
-768Closed |
$83K - $84.8K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-38.9KClosed |
$4.21M - $4.3M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-6.92KClosed |
$747K - $764K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.8KClosed |
$1.28M - $1.31M
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Wall Capital Group, Inc.
|
SELL
|
- |
-14.9KClosed |
$1.6M - $1.64M
|
0
$0
|
|