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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 32.37% |
$3.87M - $4.03M
|
153K
$16M
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.39K+ 0.7% |
$246K - $257K
|
344K
$36M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
26+ 0.08% |
$2.68K - $2.79K
|
33.4K
$3.49M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
35.5K+ 4.63% |
$3.67M - $3.82M
|
802K
$83.8M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
9.13KNew |
$942K - $980K
|
9.13K
$954K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.73K- 28.14% |
$281K - $293K
|
6.96K
$727K
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
2.92KNew |
$302K - $314K
|
2.92K
$306K
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-47.8K- 22.06% |
$4.93M - $5.13M
|
169K
$17.6M
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-81- 5.18% |
$8.36K - $8.7K
|
1.48K
$155K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
84.6K+ 4.57% |
$8.73M - $9.09M
|
1.93M
$202M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-877- 8.37% |
$90.5K - $94.2K
|
9.6K
$1M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-466- 12.71% |
$48.1K - $50.1K
|
3.2K
$334K
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-7.51K- 8.77% |
$775K - $807K
|
78.1K
$8.16M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.02K+ 20.56% |
$518K - $539K
|
29.4K
$3.07M
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
118+ 3.15% |
$12.2K - $12.7K
|
3.87K
$404K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
231New |
$23.8K - $24.8K
|
231
$24.1K
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
5.05K+ 3.15% |
$521K - $543K
|
165K
$17.3M
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.28KNew |
$132K - $138K
|
1.28K
$134K
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
18.1K+ 10.13% |
$1.87M - $1.95M
|
197K
$20.6M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12- 0.55% |
$1.24K - $1.29K
|
2.17K
$227K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.7K+ 6.86% |
$1.82M - $1.9M
|
275K
$28.7M
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.9KNew |
$299K - $311K
|
2.9K
$303K
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
382+ 10.34% |
$39.4K - $41K
|
4.08K
$426K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1- 0.04% |
$103 - $107
|
2.69K
$281K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 5.44% |
$113K - $117K
|
21.2K
$2.21M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.65K- 3.28% |
$170K - $177K
|
48.5K
$5.06M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 7.58% |
$2.58K - $2.69K
|
355
$37.1K
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.91K- 7.45% |
$300K - $312K
|
36.1K
$3.77M
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-23.6K- 99.41% |
$2.44M - $2.54M
|
139
$14.5K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.83K- 43.12% |
$189K - $197K
|
2.41K
$252K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
229New |
$23.6K - $24.6K
|
229
$23.9K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
924+ 16.68% |
$95.3K - $99.3K
|
6.47K
$676K
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.41KNew |
$249K - $259K
|
2.41K
$252K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-5- 9.09% |
$516 - $537
|
50
$5.23K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-86- 3.57% |
$8.87K - $9.24K
|
2.32K
$243K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-695- 0.89% |
$71.7K - $74.7K
|
77.1K
$8.05M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
403+ 0.87% |
$41.6K - $43.3K
|
46.7K
$4.88M
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-77- 0.81% |
$7.94K - $8.27K
|
9.48K
$990K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4K+ 31.9% |
$1.28M - $1.33M
|
51.3K
$5.36M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.19K+ 31.86% |
$226K - $235K
|
9.06K
$947K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-84- 1.23% |
$8.67K - $9.02K
|
6.74K
$705K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.96K+ 2.57% |
$615K - $640K
|
238K
$24.8M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1- 0.13% |
$103 - $107
|
775
$81K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-302K- 69.63% |
$31.1M - $32.4M
|
132K
$13.8M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.94K+ 10.36% |
$819K - $853K
|
84.6K
$8.84M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
38New |
$3.92K - $4.08K
|
38
$3.97K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
156New |
$16.1K - $16.8K
|
156
$16.3K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
914+ 24.01% |
$94.3K - $98.2K
|
4.72K
$493K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-128- 7.18% |
$13.2K - $13.8K
|
1.65K
$173K
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
14+ 0.26% |
$1.44K - $1.5K
|
5.38K
$562K
|