Purchases and Sales Made in Q3 2023 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
678K+ 121.66% |
$29.2M - $31.2M
|
1.23M
$75.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
657K+ 1620.08% |
$28.3M - $30.3M
|
698K
$42.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
421KNew |
$18.1M - $19.4M
|
421K
$25.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
233K+ 23.87% |
$10M - $10.7M
|
1.21M
$73.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
125K+ 34.5% |
$5.39M - $5.77M
|
488K
$29.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
96.6K+ 6.04% |
$4.16M - $4.45M
|
1.7M
$104M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.1K+ 72.57% |
$2.76M - $2.95M
|
152K
$9.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.9KNew |
$2.45M - $2.62M
|
56.9K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.9KNew |
$2.41M - $2.58M
|
55.9K
$3.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
46.2K+ 3.52% |
$1.99M - $2.13M
|
1.36M
$83.1M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.9KNew |
$1.41M - $1.51M
|
32.9K
$2.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
28KNew |
$1.21M - $1.29M
|
28K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26.8K+ 26.39% |
$1.15M - $1.24M
|
128K
$7.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.8K+ 31.59% |
$1.07M - $1.14M
|
103K
$6.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
22.2K+ 5.82% |
$956K - $1.02M
|
404K
$24.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
22.1K+ 15.02% |
$951K - $1.02M
|
169K
$10.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.4K+ 14.94% |
$922K - $988K
|
165K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.9K+ 133.61% |
$898K - $962K
|
36.5K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.9KNew |
$727K - $779K
|
16.9K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
15.7K+ 2.86% |
$674K - $722K
|
563K
$34.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
11.1K+ 7737.5% |
$479K - $514K
|
11.3K
$690K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$443K - $475K
|
10.3K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
7.95KNew |
$342K - $366K
|
7.95K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.74K+ 2622.37% |
$333K - $357K
|
8.03K
$491K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.21K+ 822.95% |
$310K - $332K
|
8.09K
$494K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
6.66KNew |
$287K - $307K
|
6.66K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.05KNew |
$260K - $279K
|
6.05K
$370K
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.63K+ 1.61% |
$242K - $260K
|
355K
$21.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.33KNew |
$229K - $246K
|
5.33K
$326K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.19KNew |
$223K - $239K
|
5.19K
$317K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.09K+ 26.2% |
$133K - $142K
|
14.9K
$909K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.07K+ 0.56% |
$132K - $142K
|
548K
$33.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.85K+ 20.87% |
$123K - $131K
|
16.5K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.68K+ 3.42% |
$115K - $123K
|
80.9K
$4.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.18K+ 3.09% |
$93.7K - $100K
|
72.6K
$4.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.51K+ 17.71% |
$64.9K - $69.5K
|
10K
$613K
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.38K+ 10.23% |
$59.6K - $63.8K
|
14.9K
$912K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.12K+ 8.67% |
$48.3K - $51.8K
|
14.1K
$860K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
926New |
$39.8K - $42.7K
|
926
$56.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
439+ 288.82% |
$18.9K - $20.2K
|
591
$36.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
386+ 19.07% |
$16.6K - $17.8K
|
2.41K
$147K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
359New |
$15.4K - $16.5K
|
359
$22K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
209+ 1.06% |
$8.99K - $9.63K
|
20K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
207+ 2.07% |
$8.91K - $9.54K
|
10.2K
$623K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
177+ 1.83% |
$7.62K - $8.16K
|
9.83K
$601K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
170New |
$7.32K - $7.84K
|
170
$10.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
121+ 0.09% |
$5.21K - $5.58K
|
137K
$8.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$4.3K - $4.61K
|
100
$6.12K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 18.84% |
$3.23K - $3.46K
|
473
$28.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
69+ 0.42% |
$2.97K - $3.18K
|
16.4K
$1M
|