Purchases and Sales Made in Q1 2024 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
434KNew |
$20.5M - $23.3M
|
434K
$26.9M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
409KNew |
$19.4M - $22M
|
409K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
303K+ 2232.14% |
$14.4M - $16.3M
|
317K
$19.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
193K+ 42.38% |
$9.16M - $10.4M
|
649K
$40.2M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
182K+ 9.67% |
$8.61M - $9.77M
|
2.06M
$128M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
178KNew |
$8.46M - $9.61M
|
178K
$11.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
156K+ 86.48% |
$7.38M - $8.38M
|
336K
$20.8M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
142KNew |
$6.71M - $7.62M
|
142K
$8.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
135KNew |
$6.42M - $7.29M
|
135K
$8.39M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101K+ 6.05% |
$4.8M - $5.45M
|
1.77M
$110M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
72.8K+ 1.72% |
$3.45M - $3.92M
|
4.3M
$267M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
58.2K+ 4.29% |
$2.76M - $3.13M
|
1.42M
$87.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
46.9KNew |
$2.22M - $2.52M
|
46.9K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38K+ 6.34% |
$1.8M - $2.04M
|
637K
$39.4M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33.2K+ 2.89% |
$1.58M - $1.79M
|
1.18M
$73.3M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.5K+ 84.6% |
$1.54M - $1.75M
|
70.8K
$4.39M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
28.3K+ 14.01% |
$1.34M - $1.52M
|
230K
$14.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
25.6K+ 4.49% |
$1.21M - $1.38M
|
596K
$36.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25.4K+ 70.59% |
$1.2M - $1.36M
|
61.3K
$3.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.1KNew |
$1.14M - $1.3M
|
24.1K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
21.4K+ 1.49% |
$1.01M - $1.15M
|
1.46M
$90.4M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.6K+ 32.5% |
$881K - $1M
|
75.8K
$4.7M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.5KNew |
$877K - $996K
|
18.5K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.5KNew |
$783K - $890K
|
16.5K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
16.4K+ 3.7% |
$777K - $882K
|
459K
$28.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16.1K+ 8.24% |
$764K - $867K
|
212K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 0.78% |
$751K - $853K
|
2.05M
$127M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7KNew |
$557K - $632K
|
11.7K
$728K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.99K+ 49.43% |
$426K - $484K
|
27.2K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.17K+ 174.76% |
$387K - $440K
|
12.8K
$796K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.62KNew |
$266K - $302K
|
5.62K
$348K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.26K+ 2.32% |
$249K - $283K
|
232K
$14.4M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.85KNew |
$230K - $261K
|
4.85K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.64K+ 10.81% |
$220K - $249K
|
47.5K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.39KNew |
$208K - $236K
|
4.39K
$272K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.25KNew |
$201K - $229K
|
4.25K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4KNew |
$190K - $215K
|
4K
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
4KNew |
$189K - $215K
|
4K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.91KNew |
$185K - $211K
|
3.91K
$242K
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
3.89KNew |
$184K - $209K
|
3.89K
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.85KNew |
$182K - $207K
|
3.85K
$238K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.78K+ 135.49% |
$179K - $203K
|
6.56K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.69K+ 347.32% |
$175K - $199K
|
4.76K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.52KNew |
$167K - $189K
|
3.52K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.05K+ 7.19% |
$145K - $164K
|
45.6K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.37K+ 1.77% |
$112K - $128K
|
136K
$8.44M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.31K+ 3.22% |
$110K - $125K
|
74.1K
$4.59M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.13KNew |
$101K - $115K
|
2.13K
$132K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.04K+ 38.23% |
$96.5K - $110K
|
7.37K
$456K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.99K+ 0.55% |
$94.2K - $107K
|
364K
$22.6M
|