Purchases and Sales Made in Q2 2024 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q2 2024. 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 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-256- 0.11% |
$13K - $14.4K
|
232K
$14.2M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-280- 1.17% |
$14.2K - $15.7K
|
23.7K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-313- 11.83% |
$15.9K - $17.6K
|
2.33K
$143K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-314- 14.74% |
$15.9K - $17.6K
|
1.82K
$111K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-346- 3.92% |
$17.6K - $19.4K
|
8.47K
$518K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-380- 2.06% |
$19.3K - $21.3K
|
18.1K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-493- 5.15% |
$25K - $27.6K
|
9.08K
$555K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-606- 1.22% |
$30.8K - $34K
|
49.3K
$3.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-776- 10.54% |
$39.4K - $43.5K
|
6.59K
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-799- 7.13% |
$40.5K - $44.8K
|
10.4K
$637K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-849- 1.39% |
$43.1K - $47.6K
|
60.4K
$3.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-920- 37.57% |
$46.7K - $51.6K
|
1.53K
$93.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-963- 0.71% |
$48.9K - $54K
|
135K
$8.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.06K- 2.83% |
$53.6K - $59.3K
|
36.3K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-1.32K- 0.74% |
$66.9K - $73.9K
|
177K
$10.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.33K- 1.43% |
$67.4K - $74.5K
|
91.6K
$5.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.53K- 0.66% |
$77.6K - $85.7K
|
229K
$14M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 1.65% |
$78.5K - $86.8K
|
92.2K
$5.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.64K- 1.08% |
$83.3K - $92K
|
150K
$9.16M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.67K- 6.93% |
$84.8K - $93.7K
|
22.4K
$1.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.87K- 14.01% |
$95K - $105K
|
11.5K
$703K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.96K- 1.26% |
$99.5K - $110K
|
153K
$9.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.13K- 0.34% |
$108K - $120K
|
634K
$38.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.4K- 4.77% |
$122K - $135K
|
47.9K
$2.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.43K- 3.02% |
$123K - $136K
|
77.9K
$4.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.64K- 29.88% |
$134K - $148K
|
6.19K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.88K- 79.75% |
$146K - $161K
|
731
$44.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.99K- 6.38% |
$152K - $168K
|
43.9K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.95K- 1.01% |
$200K - $221K
|
387K
$23.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.02K- 4.34% |
$204K - $226K
|
88.7K
$5.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.7K- 98.76% |
$238K - $263K
|
59
$3.61K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.1K- 7.6% |
$259K - $286K
|
61.9K
$3.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.68K- 0.28% |
$288K - $319K
|
2.04M
$125M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-5.77K- 1.58% |
$293K - $323K
|
358K
$21.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.83K- 12.8% |
$296K - $327K
|
39.7K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.29K- 3.77% |
$370K - $409K
|
186K
$11.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-7.56K- 32.68% |
$383K - $424K
|
15.6K
$952K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.4K- 45.63% |
$477K - $527K
|
11.2K
$685K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-10.1K- 16.91% |
$513K - $566K
|
49.6K
$3.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.9K- 3.27% |
$605K - $668K
|
352K
$21.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-13.2K- 0.31% |
$669K - $740K
|
4.29M
$262M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-14K- 3.27% |
$713K - $787K
|
416K
$25.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-23.5K- 2.27% |
$1.2M - $1.32M
|
1.01M
$62M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-24.4K- 61.27% |
$1.24M - $1.37M
|
15.4K
$944K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.1K- 4.24% |
$1.43M - $1.58M
|
634K
$38.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-29.7K- 1.44% |
$1.51M - $1.67M
|
2.03M
$124M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-34.8K- 73.67% |
$1.77M - $1.95M
|
12.5K
$761K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-61.2K- 10.27% |
$3.11M - $3.43M
|
535K
$32.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-202K- 26.24% |
$10.2M - $11.3M
|
567K
$34.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-569K- 48.16% |
$28.9M - $31.9M
|
613K
$37.5M
|