Purchases and Sales Made in Q4 2021 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
216KNew |
$9.09M - $10.1M
|
216K
$13.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
133K+ 16.2% |
$5.59M - $6.22M
|
953K
$59.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
119KNew |
$5.01M - $5.57M
|
119K
$7.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81.6K+ 5.79% |
$3.44M - $3.82M
|
1.49M
$92.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71.1K+ 3.74% |
$2.99M - $3.33M
|
1.97M
$122M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
63.8K+ 26.7% |
$2.68M - $2.98M
|
303K
$18.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.1K+ 3.55% |
$2.15M - $2.39M
|
1.49M
$92.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.9KNew |
$1.64M - $1.82M
|
38.9K
$2.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
36.4K+ 2.8% |
$1.53M - $1.7M
|
1.34M
$82.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
28.1K+ 2.75% |
$1.18M - $1.31M
|
1.05M
$65M
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26.8K+ 38.29% |
$1.13M - $1.25M
|
96.7K
$5.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.6K+ 15.31% |
$910K - $1.01M
|
163K
$10.1M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
21.4K+ 48.25% |
$900K - $1M
|
65.7K
$4.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
17.7KNew |
$747K - $830K
|
17.7K
$1.1M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
16.8KNew |
$705K - $784K
|
16.8K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 11.67% |
$659K - $733K
|
150K
$9.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15.6K+ 18.98% |
$657K - $730K
|
97.8K
$6.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.1K+ 89.83% |
$637K - $708K
|
32K
$1.98M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.6K+ 15.42% |
$489K - $544K
|
86.9K
$5.39M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 5.21% |
$489K - $543K
|
235K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1K+ 0.89% |
$466K - $518K
|
1.25M
$77.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
10.5KNew |
$444K - $493K
|
10.5K
$653K
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10.2KNew |
$431K - $479K
|
10.2K
$634K
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.81KNew |
$329K - $365K
|
7.81K
$484K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.21KNew |
$303K - $337K
|
7.21K
$446K
|
|
|
Feb 02, 2022
Q4 2021
|
Goodman Advisory Group, LLC
|
BUY
|
- |
6.97KNew |
$293K - $326K
|
6.97K
$432K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.87K+ 8.01% |
$289K - $321K
|
92.7K
$5.74M
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6.74K+ 1.75% |
$284K - $316K
|
392K
$24.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.51KNew |
$274K - $305K
|
6.51K
$403K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.73KNew |
$241K - $268K
|
5.73K
$355K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.48K+ 3.14% |
$231K - $256K
|
180K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.23K+ 3.68% |
$220K - $245K
|
147K
$9.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.21KNew |
$219K - $244K
|
5.21K
$323K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.78KNew |
$201K - $224K
|
4.78K
$296K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4.76KNew |
$200K - $223K
|
4.76K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.69K+ 17.77% |
$197K - $219K
|
31.1K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.9K+ 140.72% |
$164K - $182K
|
6.66K
$413K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.53K+ 2.38% |
$106K - $118K
|
109K
$6.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.5KNew |
$105K - $117K
|
2.5K
$155K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.33K+ 9.26% |
$98K - $109K
|
27.5K
$1.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.29K+ 20.6% |
$96.4K - $107K
|
13.4K
$831K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.19K+ 8.88% |
$92.1K - $102K
|
26.8K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.12K+ 4.86% |
$89.2K - $99.2K
|
45.7K
$2.83M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.09KNew |
$87.9K - $97.7K
|
2.09K
$129K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.01KNew |
$84.6K - $94.1K
|
2.01K
$125K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.34KNew |
$56.3K - $62.6K
|
1.34K
$82.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.01K+ 2.57% |
$42.3K - $47.1K
|
40.1K
$2.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
938+ 1.58% |
$39.5K - $43.9K
|
60.3K
$3.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
799+ 6.65% |
$33.6K - $37.4K
|
12.8K
$794K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
736New |
$31K - $34.4K
|
736
$45.6K
|