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 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.07K- 29.9% |
$287K - $315K
|
16.6K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.75K- 19.73% |
$314K - $345K
|
31.5K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.66K- 4.99% |
$351K - $386K
|
165K
$10.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.93K- 2.16% |
$362K - $398K
|
404K
$24.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.27K- 1.14% |
$376K - $413K
|
801K
$49M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.3K- 7.57% |
$456K - $501K
|
137K
$8.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-12.1K- 1.22% |
$489K - $537K
|
976K
$59.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.4K- 51.77% |
$504K - $554K
|
11.6K
$708K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-14.3K- 9.9% |
$579K - $636K
|
130K
$7.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-14.6K- 6.17% |
$591K - $649K
|
221K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.3K- 98.22% |
$660K - $725K
|
295
$18K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-16.9K- 56.72% |
$685K - $752K
|
12.9K
$788K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-17K- 3.01% |
$689K - $757K
|
548K
$33.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.7K- 3.9% |
$758K - $833K
|
461K
$28.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-20.9K- 1.9% |
$849K - $933K
|
1.08M
$65.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.7K- 31.26% |
$1.45M - $1.59M
|
78.5K
$4.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-43.5K- 69.5% |
$1.76M - $1.94M
|
19.1K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-44.9K- 10.52% |
$1.82M - $2M
|
382K
$23.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.6K- 7.25% |
$1.97M - $2.17M
|
623K
$38.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-57.1K- 72.11% |
$2.32M - $2.55M
|
22.1K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-70.5K- 7.12% |
$2.86M - $3.14M
|
919K
$56.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-96K- 52.4% |
$3.89M - $4.28M
|
87.2K
$5.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-189K- 4.13% |
$7.65M - $8.41M
|
4.38M
$268M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-284K- 61.72% |
$11.5M - $12.7M
|
176K
$10.8M
|