Purchases and Sales Made in Q2 2023 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
557KNew |
$22.6M - $24.8M
|
557K
$33.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
541K+ 3365.45% |
$21.9M - $24.1M
|
557K
$33.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
353K+ 28.35% |
$14.3M - $15.7M
|
1.6M
$96.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
302K+ 171.36% |
$12.2M - $13.5M
|
478K
$28.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
160KNew |
$6.5M - $7.15M
|
160K
$9.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
86.6K+ 7.06% |
$3.51M - $3.86M
|
1.31M
$79.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
77.9K+ 439.04% |
$3.16M - $3.47M
|
95.6K
$5.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 1.31% |
$1.07M - $1.18M
|
2.05M
$124M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.2K+ 31.34% |
$983K - $1.08M
|
102K
$6.15M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.2K+ 31.34% |
$983K - $1.08M
|
102K
$6.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
23.3K+ 6.42% |
$944K - $1.04M
|
386K
$23.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6K+ 110.48% |
$837K - $920K
|
39.3K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.4K+ 27.45% |
$501K - $551K
|
57.4K
$3.47M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.4K+ 27.45% |
$501K - $551K
|
57.4K
$3.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.41K+ 4.55% |
$382K - $419K
|
216K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.24K+ 3.69% |
$334K - $367K
|
231K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.98K+ 6.68% |
$323K - $355K
|
127K
$7.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.64KNew |
$310K - $341K
|
7.64K
$462K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.62K+ 5.46% |
$309K - $339K
|
147K
$8.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
6.45K+ 8.99% |
$262K - $288K
|
78.2K
$4.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
5.63KNew |
$228K - $251K
|
5.63K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.3K+ 8.14% |
$215K - $236K
|
70.5K
$4.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.45K+ 1.04% |
$140K - $154K
|
335K
$20.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.35K+ 1.87% |
$136K - $149K
|
182K
$11M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.91K+ 0.17% |
$118K - $130K
|
1.71M
$103M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.43K+ 21.67% |
$98.6K - $108K
|
13.6K
$825K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
2.02K+ 22388.89% |
$81.7K - $89.8K
|
2.02K
$122K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.66K+ 2.54% |
$67.5K - $74.1K
|
67.2K
$4.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.48KNew |
$59.8K - $65.7K
|
1.48K
$89.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.47K+ 3.27% |
$59.6K - $65.5K
|
46.5K
$2.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 15.37% |
$45K - $49.5K
|
8.33K
$504K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.06K+ 0.19% |
$42.8K - $47.1K
|
545K
$33M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
992+ 4.01% |
$40.2K - $44.2K
|
25.7K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
930+ 2.29% |
$37.7K - $41.4K
|
41.5K
$2.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
876New |
$35.5K - $39K
|
876
$53K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
809New |
$32.8K - $36K
|
809
$48.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
752New |
$30.5K - $33.5K
|
752
$45.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
709+ 1.78% |
$28.7K - $31.6K
|
40.6K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
703New |
$28.5K - $31.3K
|
703
$42.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
638+ 0.73% |
$25.9K - $28.4K
|
88.3K
$5.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
629+ 0.61% |
$25.5K - $28K
|
104K
$6.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
447New |
$18.1K - $19.9K
|
447
$27K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
401+ 2.91% |
$16.3K - $17.9K
|
14.2K
$859K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
398New |
$16.1K - $17.7K
|
398
$24.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
273+ 0.28% |
$11.1K - $12.2K
|
98.9K
$5.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
261+ 5.57% |
$10.6K - $11.6K
|
4.95K
$299K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
163+ 1.22% |
$6.61K - $7.26K
|
13.5K
$818K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
120New |
$4.87K - $5.35K
|
120
$7.26K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
72+ 0.56% |
$2.92K - $3.21K
|
12.9K
$783K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
66+ 0.06% |
$2.68K - $2.94K
|
108K
$6.56M
|