Purchases and Sales Made in Q2 2022 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.61K- 21.87% |
$95.7K - $117K
|
9.34K
$571K
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.67K- 4.19% |
$97.7K - $120K
|
61K
$3.73M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-2.75K- 90.69% |
$101K - $123K
|
282
$17.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.31K- 2.69% |
$121K - $148K
|
120K
$7.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.5K- 2.65% |
$128K - $157K
|
129K
$7.86M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.65K- 2.32% |
$134K - $164K
|
154K
$9.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.76K- 3.48% |
$138K - $169K
|
104K
$6.38M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.33K- 0.85% |
$159K - $194K
|
504K
$30.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.7KClosed |
$172K - $211K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.97K- 3.55% |
$182K - $223K
|
135K
$8.25M
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-4.99KClosed |
$183K - $224K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-5.41K- 4.28% |
$198K - $242K
|
121K
$7.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.48KClosed |
$237K - $291K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-6.71KClosed |
$246K - $301K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.6K- 4.7% |
$315K - $386K
|
174K
$10.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-8.87K- 33.54% |
$325K - $398K
|
17.6K
$1.08M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-10.3K- 48.52% |
$378K - $462K
|
10.9K
$669K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.7KClosed |
$466K - $571K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-13.9K- 2.03% |
$511K - $625K
|
672K
$41.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.6KClosed |
$533K - $653K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-14.7K- 3.75% |
$540K - $661K
|
378K
$23.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.1K- 0.86% |
$626K - $767K
|
1.98M
$121M
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-18.4K- 7.26% |
$675K - $827K
|
235K
$14.4M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-36K- 47.26% |
$1.32M - $1.61M
|
40.1K
$2.45M
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-44.6K- 4.18% |
$1.63M - $2M
|
1.02M
$62.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.3K- 2.74% |
$1.69M - $2.07M
|
1.64M
$100M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.6K- 36.3% |
$1.93M - $2.36M
|
92.3K
$5.65M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-77.1K- 34.48% |
$2.82M - $3.46M
|
147K
$8.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-135K- 13.0% |
$4.95M - $6.06M
|
904K
$55.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-165K- 11.77% |
$6.04M - $7.4M
|
1.24M
$75.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-177K- 94.65% |
$6.49M - $7.94M
|
10K
$612K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-190KClosed |
$6.95M - $8.51M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-225K- 19.25% |
$8.25M - $10.1M
|
945K
$57.8M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-225K- 19.25% |
$8.25M - $10.1M
|
945K
$57.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-528KClosed |
$19.3M - $23.7M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-836K- 58.04% |
$30.6M - $37.5M
|
604K
$37M
|