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 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-170- 11.46% |
$17.7K - $18.2K
|
1.31K
$139K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-687- 0.88% |
$71.4K - $73.5K
|
77.4K
$8.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 0.76% |
$3.22K - $3.32K
|
4.09K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
29New |
$3.01K - $3.1K
|
29
$3.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
862+ 21.89% |
$89.6K - $92.3K
|
4.8K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
484+ 7.18% |
$50.3K - $51.8K
|
7.23K
$765K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-6- 0.01% |
$623 - $642
|
84.6K
$8.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.48K+ 3.57% |
$881K - $907K
|
246K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 0.77% |
$2.6K - $2.68K
|
3.26K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-87.8K- 31.92% |
$9.12M - $9.4M
|
187K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33K+ 5.75% |
$3.42M - $3.53M
|
606K
$64.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-351- 6.11% |
$36.5K - $37.6K
|
5.39K
$571K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.4K- 29.74% |
$3.26M - $3.36M
|
74.1K
$7.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
85+ 0.69% |
$8.83K - $9.1K
|
12.4K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.56K+ 4.98% |
$162K - $167K
|
32.8K
$3.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
21.2KNew |
$2.2M - $2.27M
|
21.2K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.56% |
$208 - $214
|
357
$37.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
15New |
$1.56K - $1.61K
|
15
$1.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.8K+ 63.39% |
$2.48M - $2.55M
|
61.4K
$6.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
276+ 0.67% |
$28.7K - $29.5K
|
41.6K
$4.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.16K+ 3.44% |
$225K - $231K
|
65K
$6.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2.7KNew |
$281K - $289K
|
2.7K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
21.4K+ 32.55% |
$2.22M - $2.29M
|
87.2K
$9.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
580+ 3.37% |
$60.3K - $62.1K
|
17.8K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 4.0% |
$2.49K - $2.57K
|
576
$60.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
18.5KNew |
$1.92M - $1.98M
|
18.5K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
33.5K+ 25.77% |
$3.48M - $3.59M
|
164K
$17.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-84- 0.53% |
$8.73K - $8.99K
|
15.7K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
26.5K+ 2.7% |
$2.75M - $2.84M
|
1.01M
$107M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.81KNew |
$292K - $301K
|
2.81K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-24.4K- 6.58% |
$2.53M - $2.61M
|
346K
$36.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.38K+ 20.31% |
$351K - $362K
|
20K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.31K+ 37.85% |
$240K - $247K
|
8.4K
$888K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.2KNew |
$2.1M - $2.17M
|
20.2K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-110- 1.48% |
$11.4K - $11.8K
|
7.32K
$774K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.24K- 2.96% |
$232K - $239K
|
73.2K
$7.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-95- 0.28% |
$9.87K - $10.2K
|
33.6K
$3.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
878+ 13.92% |
$91.2K - $94K
|
7.19K
$760K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
139KNew |
$14.4M - $14.9M
|
139K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.95K- 1.97% |
$410K - $423K
|
196K
$20.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
328+ 1.72% |
$34.1K - $35.1K
|
19.4K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-28.8K- 4.89% |
$2.99M - $3.08M
|
560K
$59.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.07% |
$104 - $107
|
1.53K
$162K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-7.81K- 29.3% |
$811K - $836K
|
18.8K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5+ 0.07% |
$519 - $535
|
7.46K
$789K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-270- 5.31% |
$28.1K - $28.9K
|
4.82K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
66.8K+ 1482.33% |
$6.94M - $7.15M
|
71.3K
$7.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.04K+ 40.3% |
$108K - $111K
|
3.61K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-75.5K- 27.01% |
$7.85M - $8.09M
|
204K
$21.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-90- 0.22% |
$9.35K - $9.63K
|
40.2K
$4.25M
|