Purchases and Sales Made in Q2 2023 in Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.1KNew |
$421K - $431K
|
4.1K
$428K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.75KNew |
$385K - $394K
|
3.75K
$391K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
3.5K+ 5.97% |
$360K - $368K
|
62K
$6.48M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.31K+ 1.39% |
$340K - $348K
|
241K
$25.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.23KNew |
$332K - $340K
|
3.23K
$337K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.06K+ 89.32% |
$315K - $322K
|
6.49K
$678K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.01K+ 94.24% |
$309K - $317K
|
6.2K
$648K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.9KNew |
$299K - $305K
|
2.9K
$303K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.83KNew |
$291K - $298K
|
2.83K
$296K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.8K+ 9.43% |
$288K - $294K
|
32.5K
$3.39M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.54KNew |
$261K - $268K
|
2.54K
$266K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.4KNew |
$246K - $252K
|
2.4K
$250K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.21KNew |
$227K - $232K
|
2.21K
$231K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.15K+ 3.44% |
$221K - $226K
|
64.5K
$6.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
2.12K+ 7.89% |
$218K - $223K
|
29K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.08K+ 6.53% |
$214K - $219K
|
33.9K
$3.55M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.08K+ 6.94% |
$214K - $219K
|
32K
$3.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.08K+ 6.94% |
$214K - $219K
|
32K
$3.34M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.04K+ 2.55% |
$210K - $215K
|
82K
$8.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.95KNew |
$200K - $205K
|
1.95K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.84K+ 4.32% |
$189K - $193K
|
44.4K
$4.64M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.83K+ 4.01% |
$188K - $193K
|
47.5K
$4.96M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.71K+ 34.22% |
$176K - $180K
|
6.71K
$701K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65KNew |
$170K - $174K
|
1.65K
$173K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.36KNew |
$139K - $143K
|
1.36K
$142K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.13K+ 2.98% |
$117K - $119K
|
39.1K
$4.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.06K+ 10.61% |
$109K - $111K
|
11K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
1.03K+ 1.32% |
$106K - $108K
|
78.9K
$8.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
974+ 1.25% |
$100K - $102K
|
78.9K
$8.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
926+ 10.13% |
$95.2K - $97.4K
|
10.1K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
865New |
$88.9K - $91K
|
865
$90.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
814+ 5.07% |
$83.7K - $85.7K
|
16.9K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
812+ 4.61% |
$83.5K - $85.4K
|
18.4K
$1.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
761+ 17.94% |
$78.3K - $80.1K
|
5K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
717+ 24.26% |
$73.7K - $75.4K
|
3.67K
$384K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
590+ 7.1% |
$60.7K - $62.1K
|
8.9K
$930K
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
549+ 19.49% |
$56.5K - $57.8K
|
3.37K
$352K
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
527+ 1.16% |
$54.2K - $55.5K
|
45.9K
$4.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
510+ 8.14% |
$52.4K - $53.7K
|
6.77K
$708K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
497+ 3.91% |
$51.1K - $52.3K
|
13.2K
$1.38M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
438+ 7.24% |
$45K - $46.1K
|
6.49K
$678K
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
406+ 9.87% |
$41.7K - $42.7K
|
4.52K
$472K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
403+ 14.27% |
$41.4K - $42.4K
|
3.23K
$337K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
352+ 13.47% |
$36.2K - $37K
|
2.97K
$310K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
253+ 1.87% |
$26K - $26.6K
|
13.8K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
232New |
$23.9K - $24.4K
|
232
$24.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
170New |
$17.5K - $17.9K
|
170
$17.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
160+ 1.5% |
$16.5K - $16.8K
|
10.9K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
147New |
$15.1K - $15.5K
|
147
$15.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
135+ 3.58% |
$13.9K - $14.2K
|
3.9K
$408K
|