Purchases and Sales Made in Q1 2025 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q1 2025. 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 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
137K+ 26.47% |
$7.79M - $8.75M
|
654K
$35.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
55.7K+ 92.74% |
$3.17M - $3.56M
|
116K
$6.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
41.2K+ 1.23% |
$2.35M - $2.64M
|
3.39M
$185M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
21.3K+ 69.84% |
$1.21M - $1.36M
|
51.8K
$2.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
19.6K+ 4.23% |
$1.12M - $1.25M
|
483K
$26.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.98KNew |
$511K - $574K
|
8.98K
$490K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.52K+ 2.12% |
$485K - $545K
|
411K
$22.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.11K+ 139.98% |
$462K - $518K
|
13.9K
$759K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
7.63KNew |
$435K - $488K
|
7.63K
$417K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 0.17% |
$192K - $216K
|
1.98M
$108M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.26K+ 3.38% |
$186K - $209K
|
99.8K
$5.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.59K+ 9.15% |
$90.4K - $102K
|
19K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
739+ 15.74% |
$42.1K - $47.3K
|
5.44K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
310+ 5.03% |
$17.7K - $19.8K
|
6.47K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
198+ 4.58% |
$11.3K - $12.7K
|
4.53K
$247K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.26% |
$342 - $384
|
2.3K
$125K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-75- 1.46% |
$4.27K - $4.8K
|
5.05K
$275K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-359- 0.38% |
$20.4K - $23K
|
93.8K
$5.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-365- 4.27% |
$20.8K - $23.3K
|
8.18K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-451- 58.8% |
$25.7K - $28.8K
|
316
$17.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-492- 1.12% |
$28K - $31.5K
|
43.4K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-860- 5.81% |
$49K - $55K
|
13.9K
$761K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.03K- 15.33% |
$58.4K - $65.5K
|
5.66K
$309K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.23K- 19.43% |
$70.1K - $78.7K
|
5.1K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.68K- 21.23% |
$152K - $171K
|
9.93K
$542K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.72K- 6.53% |
$155K - $174K
|
38.9K
$2.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.87K- 2.29% |
$277K - $311K
|
208K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 11.88% |
$653K - $733K
|
85K
$4.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-18.5K- 1.2% |
$1.05M - $1.18M
|
1.52M
$83.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-112K- 35.01% |
$6.39M - $7.18M
|
208K
$11.4M
|