Purchases and Sales Made in Q3 2022 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
261KNew |
$9.47M - $11.4M
|
261K
$16.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
238K+ 26.29% |
$8.61M - $10.3M
|
1.14M
$70.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
168K+ 77.47% |
$6.08M - $7.29M
|
384K
$23.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
127K+ 12.17% |
$4.59M - $5.51M
|
1.17M
$72.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
90.8K+ 287.36% |
$3.29M - $3.95M
|
122K
$7.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
63.1K+ 6.17% |
$2.29M - $2.74M
|
1.09M
$67.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57.8K+ 182.32% |
$2.09M - $2.51M
|
89.5K
$5.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.2K+ 2.76% |
$1.64M - $1.97M
|
1.68M
$104M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27.3KNew |
$989K - $1.19M
|
27.3K
$1.69M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
25.6K+ 429.07% |
$926K - $1.11M
|
31.5K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
BUY
|
- |
25KNew |
$905K - $1.09M
|
25K
$1.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.9K+ 7075.28% |
$902K - $1.08M
|
25.3K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
21.4K+ 105.44% |
$775K - $930K
|
41.7K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.8KNew |
$753K - $904K
|
20.8K
$1.29M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
20.8KNew |
$752K - $902K
|
20.8K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.5K+ 15.22% |
$744K - $893K
|
156K
$9.64M
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
20.5KNew |
$743K - $892K
|
20.5K
$1.27M
|
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
16.7K+ 4.02% |
$606K - $728K
|
434K
$26.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
16.4K+ 91.13% |
$595K - $714K
|
34.5K
$2.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
11.9K+ 213.45% |
$431K - $517K
|
17.5K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11.6KNew |
$420K - $505K
|
11.6K
$719K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.5KNew |
$381K - $457K
|
10.5K
$652K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
10.5K+ 59.62% |
$380K - $456K
|
28.1K
$1.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
8.75K+ 2.31% |
$317K - $380K
|
387K
$24M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7.94KNew |
$287K - $345K
|
7.94K
$492K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.88K+ 5.35% |
$249K - $299K
|
135K
$8.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.73KNew |
$208K - $249K
|
5.73K
$355K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
5.58K+ 2.8% |
$202K - $243K
|
205K
$12.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5.16KNew |
$187K - $224K
|
5.16K
$319K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
4.82K+ 80.25% |
$174K - $209K
|
10.8K
$670K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.29K+ 40.17% |
$155K - $186K
|
15K
$927K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.86K+ 1.64% |
$104K - $124K
|
177K
$11M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.16K+ 8.28% |
$78.1K - $93.8K
|
28.2K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.06KNew |
$74.5K - $89.4K
|
2.06K
$127K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.7K+ 4.24% |
$61.6K - $73.9K
|
41.8K
$2.59M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.55KNew |
$56K - $67.2K
|
1.55K
$95.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.15K+ 2.66% |
$41.7K - $50.1K
|
44.4K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12K+ 0.33% |
$40.4K - $48.5K
|
336K
$20.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
938+ 0.85% |
$34K - $40.8K
|
111K
$6.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
711+ 7.19% |
$25.8K - $30.9K
|
10.6K
$657K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
658+ 7.49% |
$23.8K - $28.6K
|
9.44K
$585K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
624New |
$22.6K - $27.1K
|
624
$38.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
534+ 5.06% |
$19.3K - $23.2K
|
11.1K
$688K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
461+ 0.21% |
$16.7K - $20K
|
225K
$13.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
420New |
$15.2K - $18.3K
|
420
$26K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
338+ 0.31% |
$12.2K - $14.7K
|
109K
$6.74M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
222+ 3.3% |
$8.04K - $9.65K
|
6.94K
$430K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
203+ 10.27% |
$7.35K - $8.82K
|
2.18K
$135K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
203+ 2.17% |
$7.35K - $8.82K
|
9.54K
$591K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
200New |
$7.24K - $8.69K
|
200
$12.4K
|