Purchases and Sales Made in Q2 2025 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q2 2025. 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 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
149K+ 9.35% |
$7.66M - $9.56M
|
1.74M
$114M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
79.1KNew |
$4.06M - $5.07M
|
79.1K
$5.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
52.1K+ 1.56% |
$2.68M - $3.34M
|
3.4M
$222M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
39.5K+ 34.14% |
$2.03M - $2.54M
|
155K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
24.4KNew |
$1.25M - $1.56M
|
24.4K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
22K+ 10.58% |
$1.13M - $1.41M
|
230K
$15M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
21.7K+ 21.75% |
$1.11M - $1.39M
|
121K
$7.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
18.6K+ 3.81% |
$957K - $1.2M
|
508K
$33.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
13.6KNew |
$696K - $869K
|
13.6K
$883K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
13.1K+ 25.34% |
$675K - $842K
|
65K
$4.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.04K+ 34.79% |
$310K - $387K
|
23.4K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.03K+ 81.17% |
$258K - $322K
|
11.2K
$731K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.66K+ 2.24% |
$240K - $299K
|
213K
$13.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.14KNew |
$213K - $266K
|
4.14K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.24KNew |
$166K - $208K
|
3.24K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.3K+ 0.48% |
$118K - $147K
|
485K
$31.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.95K+ 0.1% |
$100K - $125K
|
1.98M
$129M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.62KNew |
$83K - $104K
|
1.62K
$105K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
925+ 2.41% |
$47.5K - $59.3K
|
39.2K
$2.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
887+ 1.04% |
$45.6K - $56.9K
|
85.9K
$5.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
419+ 3.02% |
$21.5K - $26.9K
|
14.3K
$933K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
258+ 0.26% |
$13.3K - $16.5K
|
101K
$6.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
249+ 0.27% |
$12.8K - $16K
|
93.5K
$6.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
173+ 3.06% |
$8.89K - $11.1K
|
5.84K
$380K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
81+ 22.38% |
$4.16K - $5.19K
|
443
$28.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
36+ 11.69% |
$1.85K - $2.31K
|
344
$22.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23New |
$1.18K - $1.47K
|
23
$1.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13+ 9.63% |
$668 - $834
|
148
$9.65K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
12+ 0.27% |
$616 - $770
|
4.54K
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.17% |
$360 - $449
|
4.16K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.3% |
$360 - $449
|
2.3K
$150K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
7+ 0.14% |
$360 - $449
|
4.96K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.15% |
$51.4 - $64.1
|
648
$42.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.32% |
$51.4 - $64.1
|
317
$20.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8- 0.09% |
$411 - $513
|
8.97K
$585K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-52- 36.36% |
$2.67K - $3.33K
|
91
$5.93K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-124- 1.52% |
$6.37K - $7.95K
|
8.06K
$525K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-141- 2.18% |
$7.24K - $9.04K
|
6.33K
$413K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-161- 1.51% |
$8.27K - $10.3K
|
10.5K
$682K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-178- 0.19% |
$9.14K - $11.4K
|
93.6K
$6.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-193- 3.78% |
$9.91K - $12.4K
|
4.91K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-365- 0.8% |
$18.8K - $23.4K
|
45K
$2.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-836- 1.93% |
$42.9K - $53.6K
|
42.6K
$2.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-990- 7.1% |
$50.9K - $63.5K
|
13K
$844K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.49K- 22.71% |
$76.7K - $95.7K
|
5.08K
$331K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 7.52% |
$92.3K - $115K
|
22.1K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.27K- 0.5% |
$168K - $210K
|
650K
$42.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-3.47K- 11.78% |
$178K - $223K
|
26K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.59K- 11.81% |
$236K - $294K
|
34.3K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-25.2K- 17.06% |
$1.3M - $1.62M
|
123K
$8M
|