Purchases and Sales Made in Q1 2022 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.45K+ 15.22% |
$157K - $165K
|
11K
$1.15M
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 56.1% |
$137K - $144K
|
3.53K
$370K
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.14K+ 7.41% |
$123K - $129K
|
16.5K
$1.73M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
1.1K+ 1.88% |
$119K - $125K
|
59.7K
$6.25M
|
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.05K+ 2.36% |
$113K - $119K
|
45.4K
$4.75M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
996+ 2.73% |
$108K - $113K
|
37.4K
$3.92M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
956New |
$103K - $109K
|
956
$100K
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
947+ 3.94% |
$102K - $108K
|
25K
$2.61M
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
BUY
|
- |
935+ 0.54% |
$101K - $106K
|
174K
$18.2M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
925New |
$99.9K - $105K
|
925
$96.9K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
723+ 7.42% |
$78.1K - $82.1K
|
10.5K
$1.1M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
700+ 10.89% |
$75.6K - $79.5K
|
7.13K
$746K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
654+ 22.34% |
$70.6K - $74.2K
|
3.58K
$375K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
630+ 2.41% |
$68K - $71.5K
|
26.8K
$2.81M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
603+ 138.62% |
$65.1K - $68.5K
|
1.04K
$109K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
600+ 0.57% |
$64.8K - $68.1K
|
105K
$11M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
574+ 0.25% |
$62K - $65.2K
|
235K
$24.6M
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
507+ 15.41% |
$54.7K - $57.6K
|
3.8K
$398K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500+ 20.0% |
$54K - $56.8K
|
3K
$314K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
444+ 2.74% |
$47.9K - $50.4K
|
16.7K
$1.75M
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
440+ 6.43% |
$47.5K - $50K
|
7.29K
$763K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
309+ 1.5% |
$33.4K - $35.1K
|
20.9K
$2.19M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
257+ 9.32% |
$27.7K - $29.2K
|
3.02K
$316K
|
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
253+ 5.29% |
$27.3K - $28.7K
|
5.03K
$527K
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
207+ 2.85% |
$22.3K - $23.5K
|
7.47K
$782K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
195+ 0.25% |
$21.1K - $22.1K
|
79.7K
$8.34M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
175+ 2.11% |
$18.9K - $19.9K
|
8.49K
$889K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
169+ 3.93% |
$18.2K - $19.2K
|
4.47K
$468K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
167+ 0.16% |
$18K - $19K
|
106K
$11.1M
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
123+ 0.13% |
$13.3K - $14K
|
97.7K
$10.2M
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
120+ 0.26% |
$13K - $13.6K
|
45.9K
$4.81M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
102+ 10.47% |
$11K - $11.6K
|
1.08K
$113K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
76New |
$8.21K - $8.63K
|
76
$7.96K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
56+ 0.33% |
$6.05K - $6.36K
|
17.3K
$1.81M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
42+ 2.65% |
$4.53K - $4.77K
|
1.63K
$171K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
40+ 1.81% |
$4.32K - $4.54K
|
2.25K
$236K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38+ 0.9% |
$4.1K - $4.31K
|
4.25K
$445K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
32+ 1.57% |
$3.46K - $3.63K
|
2.07K
$216K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23+ 0.23% |
$2.48K - $2.61K
|
9.94K
$1.04M
|
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
11+ 0.17% |
$1.19K - $1.25K
|
6.51K
$682K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.22% |
$540 - $568
|
2.24K
$234K
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5+ 0.21% |
$540 - $568
|
2.43K
$255K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
5New |
$540 - $568
|
5
$524
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 1.78% |
$324 - $341
|
172
$18K
|
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2+ 0.03% |
$216 - $227
|
6.24K
$654K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$108 - $114
|
1.61K
$169K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8Closed |
$864 - $908
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-17Closed |
$1.84K - $1.93K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21- 39.62% |
$2.27K - $2.38K
|
32
$3.35K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22- 0.4% |
$2.38K - $2.5K
|
5.48K
$573K
|