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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
313+ 11.63% |
$32.5K - $33.5K
|
3K
$318K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
235+ 14.21% |
$24.4K - $25.2K
|
1.89K
$200K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.21K- 12.63% |
$126K - $130K
|
8.39K
$888K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-273K- 69.34% |
$28.4M - $29.2M
|
121K
$12.8M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.02K- 11.06% |
$833K - $858K
|
64.5K
$6.82M
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
7.9KNew |
$821K - $846K
|
7.9K
$836K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
95+ 3.36% |
$9.87K - $10.2K
|
2.92K
$309K
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4.76K- 13.18% |
$494K - $509K
|
31.3K
$3.32M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-463K- 23.49% |
$48.1M - $49.6M
|
1.51M
$160M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-60.9K- 87.5% |
$6.33M - $6.52M
|
8.7K
$921K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
106K+ 158.12% |
$11M - $11.3M
|
173K
$18.3M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.07K+ 15.21% |
$527K - $543K
|
38.4K
$4.06M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.18K+ 2.7% |
$122K - $126K
|
44.8K
$4.74M
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-216- 0.72% |
$22.4K - $23.1K
|
29.7K
$3.15M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17.8K+ 4.62% |
$1.85M - $1.9M
|
403K
$42.6M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.6K+ 297.5% |
$582K - $600K
|
7.49K
$792K
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.27K- 19.64% |
$235K - $242K
|
9.27K
$980K
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.31KNew |
$551K - $568K
|
5.31K
$562K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
190New |
$19.7K - $20.3K
|
190
$20.1K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-320- 0.09% |
$33.2K - $34.3K
|
344K
$36.4M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17+ 3.15% |
$1.77K - $1.82K
|
557
$58.9K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
152K+ 23.68% |
$15.8M - $16.3M
|
797K
$84.3M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-20.6K- 19.06% |
$2.14M - $2.2M
|
87.4K
$9.25M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
207K+ 32.77% |
$21.5M - $22.2M
|
840K
$88.9M
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
1.4K+ 0.85% |
$146K - $150K
|
167K
$17.6M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
10.5K+ 4.61% |
$1.1M - $1.13M
|
239K
$25.3M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-624K- 32.27% |
$64.8M - $66.8M
|
1.31M
$139M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.5K+ 16.49% |
$4.52M - $4.66M
|
307K
$32.5M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.11K+ 21.15% |
$635K - $655K
|
35K
$3.7M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
53.2KNew |
$5.53M - $5.7M
|
53.2K
$5.63M
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6.64K+ 12.93% |
$690K - $711K
|
58K
$6.14M
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
11.8K+ 3.33% |
$1.23M - $1.27M
|
367K
$38.8M
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-27.6K- 23.13% |
$2.87M - $2.95M
|
91.7K
$9.7M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
26.5K+ 839.01% |
$2.75M - $2.83M
|
29.6K
$3.13M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
4.62K+ 9.89% |
$480K - $494K
|
51.3K
$5.43M
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
68.6K+ 141.49% |
$7.12M - $7.34M
|
117K
$12.4M
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-871K- 71.3% |
$90.5M - $93.2M
|
351K
$37.1M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.05K+ 17.16% |
$524K - $540K
|
34.5K
$3.65M
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1K+ 9.09% |
$104K - $107K
|
12K
$1.27M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3- 0.14% |
$312 - $321
|
2.2K
$233K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-260- 25.79% |
$27K - $27.8K
|
748
$79.1K
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-55- 39.57% |
$5.71K - $5.89K
|
84
$8.89K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 1.11% |
$104 - $107
|
91
$9.63K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
60.3K+ 6.79% |
$6.26M - $6.45M
|
947K
$100M
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
27K+ 23.08% |
$2.8M - $2.89M
|
144K
$15.2M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.62K+ 21.36% |
$791K - $815K
|
43.3K
$4.58M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-42- 5.32% |
$4.36K - $4.5K
|
748
$79.1K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.9K+ 37.04% |
$5.91M - $6.09M
|
210K
$22.3M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
827+ 1.71% |
$85.9K - $88.5K
|
49.1K
$5.19M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-294- 0.57% |
$30.5K - $31.5K
|
51K
$5.4M
|