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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41+ 0.19% |
$1.66K - $1.83K
|
21.1K
$1.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
31+ 0.28% |
$1.26K - $1.38K
|
11.1K
$673K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22+ 0.99% |
$892 - $980
|
2.25K
$136K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
14+ 0.16% |
$568 - $624
|
8.87K
$536K
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
8+ 0.09% |
$324 - $356
|
8.52K
$515K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.36% |
$324 - $356
|
2.24K
$136K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5+ 0.05% |
$203 - $223
|
9.98K
$603K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3+ 0.05% |
$122 - $134
|
5.68K
$344K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.1% |
$81.1 - $89.1
|
2.03K
$123K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.02% |
$81.1 - $89.1
|
11K
$667K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$40.6 - $44.6
|
7.55K
$456K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.08% |
$40.6 - $44.6
|
1.29K
$78.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4- 0.02% |
$162 - $178
|
19.7K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 4.74% |
$811 - $891
|
402
$24.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-21- 22.58% |
$852 - $936
|
72
$4.35K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-23- 0.37% |
$933 - $1.02K
|
6.28K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-23- 0.17% |
$933 - $1.02K
|
13.1K
$794K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-49- 0.41% |
$1.99K - $2.18K
|
11.9K
$719K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-50- 0.28% |
$2.03K - $2.23K
|
17.6K
$1.06M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-67- 0.05% |
$2.72K - $2.99K
|
124K
$7.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-80- 0.88% |
$3.24K - $3.56K
|
9K
$544K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-185- 1.88% |
$7.5K - $8.24K
|
9.66K
$584K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-187- 1.16% |
$7.58K - $8.33K
|
16K
$966K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-187- 1.16% |
$7.58K - $8.33K
|
16K
$966K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-196- 5.02% |
$7.95K - $8.73K
|
3.71K
$225K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-272- 3.08% |
$11K - $12.1K
|
8.56K
$517K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-451- 2.19% |
$18.3K - $20.1K
|
20.2K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-714- 9.95% |
$29K - $31.8K
|
6.46K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-744- 6.31% |
$30.2K - $33.2K
|
11K
$668K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-808- 4.72% |
$32.8K - $36K
|
16.3K
$986K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-821- 1.41% |
$33.3K - $36.6K
|
57.6K
$3.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1K- 17.45% |
$40.6K - $44.6K
|
4.73K
$286K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
SELL
|
- |
-1.14K- 0.61% |
$46.3K - $50.9K
|
187K
$11.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.4K- 0.7% |
$56.9K - $62.5K
|
200K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.17K- 1.49% |
$87.8K - $96.5K
|
143K
$8.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.36K- 0.47% |
$95.8K - $105K
|
504K
$30.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.9K- 14.09% |
$117K - $129K
|
17.6K
$1.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.07K- 20.65% |
$124K - $137K
|
11.8K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.72K- 19.25% |
$151K - $166K
|
15.6K
$945K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4K- 45.04% |
$162K - $178K
|
4.87K
$295K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.18K- 7.19% |
$170K - $186K
|
54K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.79K- 1.92% |
$194K - $213K
|
244K
$14.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.86K- 18.09% |
$197K - $217K
|
22K
$1.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-5.4K- 11.56% |
$219K - $241K
|
41.3K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.71K- 1.61% |
$232K - $255K
|
350K
$21.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-5.86K- 97.6% |
$237K - $261K
|
144
$8.71K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.88K- 1.6% |
$238K - $262K
|
363K
$21.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5.92K- 52.05% |
$240K - $264K
|
5.45K
$330K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.7K- 8.05% |
$272K - $299K
|
76.6K
$4.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-6.79K- 5.52% |
$275K - $302K
|
116K
$7.02M
|