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 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
212KNew |
$21.4M - $21.9M
|
212K
$22.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.26K- 18.23% |
$228K - $234K
|
10.1K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.71K- 38.19% |
$173K - $177K
|
2.77K
$293K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
29New |
$2.93K - $3K
|
29
$3.07K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
12KNew |
$1.21M - $1.24M
|
12K
$1.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
2.15KNew |
$217K - $223K
|
2.15K
$228K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
690New |
$69.7K - $71.4K
|
690
$73K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
4.65KNew |
$470K - $482K
|
4.65K
$492K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-24.2K- 87.1% |
$2.49M - $2.54M
|
3.58K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-19- 9.18% |
$1.95K - $2K
|
188
$19.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7New |
$720 - $737
|
7
$741
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
135+ 3.58% |
$13.9K - $14.2K
|
3.9K
$413K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
232New |
$23.9K - $24.4K
|
232
$24.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-863- 54.17% |
$88.7K - $90.8K
|
730
$77.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
10KNew |
$1.03M - $1.05M
|
10K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 45.32% |
$185K - $189K
|
2.17K
$229K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-5- 2.04% |
$514 - $526
|
240
$25.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
29New |
$2.98K - $3.05K
|
29
$3.07K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.83KNew |
$291K - $298K
|
2.83K
$299K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
170New |
$17.5K - $17.9K
|
170
$18K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37New |
$3.8K - $3.89K
|
37
$3.91K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-378- 14.93% |
$38.9K - $39.8K
|
2.15K
$228K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
9New |
$925 - $947
|
9
$952
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.75KNew |
$385K - $394K
|
3.75K
$396K
|
|
| Q1 2023 | |||||||
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18.6KNew |
$1.89M - $1.95M
|
18.6K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.2K- 36.03% |
$528K - $546K
|
9.23K
$976K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
83+ 1.89% |
$8.43K - $8.72K
|
4.48K
$474K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
461KNew |
$46.9M - $48.5M
|
461K
$48.8M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
660New |
$67K - $69.3K
|
660
$69.8K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
792New |
$80.5K - $83.2K
|
792
$83.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
249New |
$25.3K - $26.2K
|
249
$26.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.18% |
$102 - $105
|
556
$58.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.26KNew |
$230K - $238K
|
2.26K
$239K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
335+ 11.57% |
$34K - $35.2K
|
3.23K
$342K
|
|
| Q4 2022 | |||||||
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
675New |
$67.7K - $70.1K
|
675
$71.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
568+ 2366.67% |
$56.9K - $59K
|
592
$62.6K
|
|
|
Feb 14, 2023
Q4 2022
|
New Legacy Group, LLC
|
SELL
|
- |
-1K- 10.2% |
$100K - $104K
|
8.8K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
47.8K+ 74.59% |
$4.79M - $4.96M
|
112K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
639New |
$64K - $66.4K
|
639
$67.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.05KNew |
$907K - $940K
|
9.05K
$957K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-460- 14.17% |
$46.1K - $47.8K
|
2.79K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-85- 95.51% |
$8.52K - $8.83K
|
4
$423
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.19K+ 83.23% |
$119K - $124K
|
2.62K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.51K+ 64.22% |
$552K - $572K
|
14.1K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.4KNew |
$241K - $249K
|
2.4K
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
786+ 3.18% |
$78.8K - $81.6K
|
25.5K
$2.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$10K - $10.4K
|
100
$10.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.8K- 47.42% |
$180K - $186K
|
1.99K
$211K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$167K - $173K
|
1.67K
$176K
|
|