Purchases and Sales Made in Q1 2023 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
921K+ 282.29% |
$35.5M - $39.2M
|
1.25M
$76.2M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
460KNew |
$17.8M - $19.6M
|
460K
$28.2M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
421K+ 494.23% |
$16.3M - $17.9M
|
506K
$31M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
413KNew |
$15.9M - $17.6M
|
413K
$25.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
139KNew |
$5.38M - $5.93M
|
139K
$8.53M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
77.9K+ 576.47% |
$3.01M - $3.31M
|
91.4K
$5.59M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.7K+ 4.65% |
$2.92M - $3.22M
|
1.71M
$104M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
71.8KNew |
$2.77M - $3.05M
|
71.8K
$4.39M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.4K+ 300.57% |
$2.29M - $2.53M
|
79.2K
$4.84M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
40.7K+ 7.76% |
$1.57M - $1.73M
|
565K
$34.5M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
40.7K+ 7.76% |
$1.57M - $1.73M
|
565K
$34.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.8K+ 36.84% |
$1.19M - $1.31M
|
114K
$6.98M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.1K+ 40.08% |
$854K - $942K
|
77.4K
$4.73M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.8K+ 0.88% |
$686K - $756K
|
2.03M
$124M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16.1KNew |
$620K - $684K
|
16.1K
$983K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
14.5K+ 1.2% |
$560K - $617K
|
1.23M
$75M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.5KNew |
$520K - $573K
|
13.5K
$823K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.3K+ 409.47% |
$514K - $567K
|
16.6K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.8K+ 7.27% |
$454K - $501K
|
174K
$10.6M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
11.5K+ 92.19% |
$444K - $490K
|
24K
$1.47M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.4K+ 4.75% |
$363K - $400K
|
207K
$12.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
5.12KNew |
$198K - $218K
|
5.12K
$313K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4.99KNew |
$192K - $212K
|
4.99K
$305K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.87K+ 4.1% |
$188K - $207K
|
124K
$7.56M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.47K+ 3.89% |
$173K - $190K
|
119K
$7.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.34K+ 3.01% |
$167K - $184K
|
149K
$9.08M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.22K+ 4.27% |
$163K - $180K
|
103K
$6.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.91K+ 6.35% |
$151K - $166K
|
65.5K
$4.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
3.31K+ 15.42% |
$128K - $141K
|
24.7K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.35K+ 12.58% |
$90.8K - $100K
|
21.1K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.29K+ 34.31% |
$88.2K - $97.3K
|
8.95K
$547K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.13K+ 5.64% |
$82.2K - $90.6K
|
39.9K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.06K+ 4.8% |
$79.5K - $87.6K
|
45K
$2.75M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.58K+ 11.87% |
$60.8K - $67K
|
14.8K
$908K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5KNew |
$57.7K - $63.7K
|
1.5K
$91.5K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.47K+ 10.01% |
$56.7K - $62.5K
|
16.2K
$988K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.29KNew |
$49.9K - $55K
|
1.29K
$79.1K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.01K+ 1.57% |
$39K - $43K
|
65.2K
$3.98M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
705+ 3.7% |
$27.2K - $30K
|
19.8K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
539+ 1.35% |
$20.8K - $22.9K
|
40.6K
$2.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
348+ 0.35% |
$13.4K - $14.8K
|
98.7K
$6.03M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
300+ 1.67% |
$11.6K - $12.8K
|
18.3K
$1.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
279+ 4.63% |
$10.8K - $11.9K
|
6.3K
$385K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
100+ 1.03% |
$3.86K - $4.26K
|
9.84K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
68+ 0.51% |
$2.62K - $2.89K
|
13.4K
$817K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
39+ 0.35% |
$1.51K - $1.66K
|
11.1K
$678K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
31New |
$1.2K - $1.32K
|
31
$1.9K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
21+ 0.24% |
$810 - $894
|
8.86K
$541K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$733 - $808
|
19
$1.16K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13New |
$502 - $553
|
13
$795
|