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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.16K+ 23.31% |
$226K - $231K
|
11.4K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
380+ 122.19% |
$39.8K - $40.6K
|
691
$74.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.45KNew |
$257K - $262K
|
2.45K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.5K- 25.0% |
$262K - $267K
|
7.5K
$804K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
8.04KNew |
$843K - $858K
|
8.04K
$862K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.3% |
$629 - $641
|
2.02K
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.05% |
$105 - $107
|
2.2K
$236K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
5.44KNew |
$570K - $581K
|
5.44K
$583K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.93K+ 2.53% |
$303K - $311K
|
119K
$12.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.49KNew |
$154K - $158K
|
1.49K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.16KNew |
$224K - $229K
|
2.16K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.95KNew |
$512K - $525K
|
4.95K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.58KNew |
$577K - $591K
|
5.58K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-364- 12.68% |
$37.7K - $38.6K
|
2.51K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
54.6K+ 84.76% |
$5.65M - $5.79M
|
119K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-375- 13.89% |
$38.8K - $39.8K
|
2.33K
$249K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
118K+ 69.66% |
$12.2M - $12.5M
|
286K
$30.7M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.62KNew |
$271K - $278K
|
2.62K
$281K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
106New |
$11K - $11.2K
|
106
$11.4K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
784+ 29.9% |
$81.1K - $83.1K
|
3.41K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-11.3K- 19.37% |
$1.17M - $1.2M
|
47K
$5.04M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.59K- 86.09% |
$165K - $169K
|
257
$27.6K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.49KNew |
$775K - $794K
|
7.49K
$803K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.92KNew |
$199K - $204K
|
1.92K
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.5K- 81.43% |
$1.29M - $1.32M
|
2.84K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-29- 58.0% |
$3K - $3.07K
|
21
$2.25K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
32.7K+ 3.46% |
$3.39M - $3.47M
|
980K
$105M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
554+ 2.85% |
$57.3K - $58.7K
|
20K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
117KNew |
$12.1M - $12.4M
|
117K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.34KNew |
$243K - $249K
|
2.34K
$251K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-609- 20.86% |
$63K - $64.6K
|
2.31K
$248K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
229+ 0.23% |
$23.7K - $24.3K
|
98.2K
$10.5M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-70- 4.18% |
$7.27K - $7.49K
|
1.6K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.23KNew |
$335K - $345K
|
3.23K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.17K- 30.34% |
$121K - $125K
|
2.68K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.26KNew |
$547K - $564K
|
5.26K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
8.24KNew |
$856K - $882K
|
8.24K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
7.9KNew |
$821K - $846K
|
7.9K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.95KNew |
$306K - $316K
|
2.95K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-20.6K- 19.06% |
$2.14M - $2.2M
|
87.4K
$9.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
26.5K+ 839.01% |
$2.75M - $2.83M
|
29.6K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
29New |
$3.01K - $3.1K
|
29
$3.11K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
15New |
$1.56K - $1.61K
|
15
$1.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-351- 6.11% |
$36.5K - $37.6K
|
5.39K
$578K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-95- 0.28% |
$9.87K - $10.2K
|
33.6K
$3.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.81KNew |
$292K - $301K
|
2.81K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
476+ 14.47% |
$49.5K - $51K
|
3.77K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-62- 0.17% |
$6.44K - $6.64K
|
36.1K
$3.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-57- 48.72% |
$5.92K - $6.1K
|
60
$6.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
167+ 3.79% |
$17.3K - $17.9K
|
4.57K
$490K
|
|