Purchases and Sales Made in Q1 2022 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) 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 12, 2022
Q1 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
528KNew |
$22M - $24.7M
|
528K
$32.7M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
225K+ 23.84% |
$9.38M - $10.5M
|
1.17M
$72.5M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
196K+ 13.18% |
$8.18M - $9.19M
|
1.69M
$104M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
191K+ 107.5% |
$7.94M - $8.92M
|
368K
$22.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
190KNew |
$7.9M - $8.88M
|
190K
$11.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
181K+ 4.1% |
$7.52M - $8.46M
|
4.59M
$284M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
143K+ 1035.76% |
$5.96M - $6.7M
|
157K
$9.73M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
94.6KNew |
$3.94M - $4.43M
|
94.6K
$5.86M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
86.1K+ 9.03% |
$3.58M - $4.03M
|
1.04M
$64.4M
|
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
67.1K+ 22.18% |
$2.79M - $3.14M
|
370K
$22.9M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
65.4K+ 4.89% |
$2.72M - $3.06M
|
1.4M
$86.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
50K+ 24.52% |
$2.08M - $2.34M
|
254K
$15.7M
|
|
|
May 09, 2022
Q1 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
40.8K+ 585.25% |
$1.7M - $1.91M
|
47.8K
$2.96M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
30.5K+ 32.91% |
$1.27M - $1.43M
|
123K
$7.63M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.2K+ 1.33% |
$1.09M - $1.22M
|
2M
$124M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.3K+ 14.89% |
$1.01M - $1.14M
|
187K
$11.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
19.1KNew |
$793K - $892K
|
19.1K
$1.18M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
18.1K+ 1.73% |
$754K - $847K
|
1.07M
$66.1M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
17.6KNew |
$731K - $822K
|
17.6K
$1.09M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$604K - $680K
|
14.5K
$900K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$454K - $510K
|
10.9K
$675K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8KNew |
$450K - $505K
|
10.8K
$669K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.7K+ 10.01% |
$362K - $407K
|
95.6K
$5.93M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.56K+ 2.8% |
$356K - $401K
|
314K
$19.5M
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.84K+ 58.46% |
$326K - $367K
|
21.3K
$1.32M
|
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
7.37K+ 6.19% |
$307K - $345K
|
126K
$7.83M
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
7.14K+ 13.46% |
$297K - $334K
|
60.2K
$3.73M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.53K+ 6.67% |
$272K - $306K
|
104K
$6.47M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.09KNew |
$254K - $285K
|
6.09K
$378K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.75K+ 79.75% |
$239K - $269K
|
13K
$802K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.29K+ 7.47% |
$220K - $248K
|
76.1K
$4.72M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.92K+ 3.87% |
$205K - $230K
|
132K
$8.18M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
4.57K+ 96.01% |
$190K - $214K
|
9.34K
$578K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.94K+ 49.21% |
$164K - $184K
|
12K
$740K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
3.03KNew |
$126K - $142K
|
3.03K
$188K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.86K+ 1.59% |
$119K - $134K
|
183K
$11.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
2.36KNew |
$98.3K - $110K
|
2.36K
$146K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.36K+ 13.62% |
$98.1K - $110K
|
19.7K
$1.22M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.34K+ 93.44% |
$97.2K - $109K
|
4.84K
$300K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.88K+ 12.5% |
$78.3K - $88K
|
16.9K
$1.05M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
1.69K+ 3.18% |
$70.5K - $79.2K
|
55K
$3.41M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.46K+ 0.82% |
$60.6K - $68.1K
|
180K
$11.1M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.41K+ 249.91% |
$58.8K - $66.1K
|
1.98K
$122K
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
696+ 0.18% |
$29K - $32.6K
|
393K
$24.4M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
596+ 3.96% |
$24.8K - $27.9K
|
15.6K
$969K
|
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
BUY
|
- |
585+ 0.3% |
$24.4K - $27.4K
|
195K
$12.1M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
553New |
$23K - $25.9K
|
553
$34.3K
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
406+ 3.97% |
$16.9K - $19K
|
10.6K
$659K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
361+ 3.03% |
$15K - $16.9K
|
12.3K
$759K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
350New |
$14.6K - $16.4K
|
350
$21.7K
|