Purchases and Sales Made in Q4 2022 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
867KNew |
$31.5M - $36M
|
867K
$53.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
549KNew |
$20M - $22.8M
|
549K
$34M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
524KNew |
$19M - $21.7M
|
524K
$32.5M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
524KNew |
$19M - $21.7M
|
524K
$32.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
446KNew |
$16.2M - $18.5M
|
446K
$27.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
326KNew |
$11.8M - $13.5M
|
326K
$20.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
305K+ 26.11% |
$11.1M - $12.7M
|
1.47M
$91.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
288K+ 6.6% |
$10.5M - $11.9M
|
4.65M
$288M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
166K+ 592.38% |
$6.01M - $6.87M
|
194K
$12M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
147KNew |
$5.32M - $6.08M
|
147K
$9.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 13.05% |
$4.47M - $5.11M
|
1.07M
$66.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85.2KNew |
$3.09M - $3.54M
|
85.2K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
70.2K+ 6.15% |
$2.55M - $2.91M
|
1.21M
$75.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
68.9KNew |
$2.5M - $2.86M
|
68.9K
$4.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
58.3KNew |
$2.12M - $2.42M
|
58.3K
$3.61M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55.2KNew |
$2.01M - $2.29M
|
55.2K
$3.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
44.3KNew |
$1.61M - $1.84M
|
44.3K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.4K+ 208.56% |
$1.57M - $1.8M
|
64.2K
$3.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
41.1K+ 200.32% |
$1.49M - $1.71M
|
61.6K
$3.82M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37K+ 353.26% |
$1.34M - $1.54M
|
47.5K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37K+ 353.26% |
$1.34M - $1.54M
|
47.5K
$2.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33K+ 349.68% |
$1.2M - $1.37M
|
42.4K
$2.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.3K+ 1.58% |
$1.14M - $1.3M
|
2.01M
$125M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.1K+ 451.05% |
$1.09M - $1.25M
|
36.8K
$2.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
28.5K+ 2.62% |
$1.03M - $1.18M
|
1.11M
$69M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.8KNew |
$718K - $821K
|
19.8K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19KNew |
$692K - $790K
|
19K
$1.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
12K+ 42.66% |
$435K - $497K
|
40K
$2.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11K+ 3.29% |
$401K - $458K
|
347K
$21.5M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
9.21KNew |
$334K - $382K
|
9.21K
$570K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
8.87KNew |
$322K - $368K
|
8.87K
$550K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.83K+ 1.91% |
$321K - $367K
|
472K
$29.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.79K+ 6.49% |
$319K - $365K
|
144K
$8.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
7.96KNew |
$289K - $330K
|
7.96K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.47K+ 71.05% |
$271K - $310K
|
18K
$1.11M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.17K+ 7.82% |
$260K - $297K
|
98.7K
$6.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
7.13K+ 3.06% |
$259K - $296K
|
240K
$14.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.05KNew |
$256K - $293K
|
7.05K
$437K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
6.74K+ 26.95% |
$245K - $280K
|
31.7K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.36K+ 3178.5% |
$231K - $264K
|
6.56K
$406K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6.21KNew |
$225K - $258K
|
6.21K
$384K
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
5.02K+ 2.89% |
$182K - $208K
|
179K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.87K+ 86.48% |
$177K - $202K
|
10.5K
$651K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.17K+ 3.77% |
$152K - $173K
|
115K
$7.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.16K+ 27.79% |
$151K - $173K
|
19.1K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.09K+ 4.61% |
$149K - $170K
|
92.7K
$5.74M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.99K+ 1.33% |
$109K - $124K
|
228K
$14.1M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.88K+ 10.56% |
$105K - $120K
|
30.2K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.83KNew |
$103K - $118K
|
2.83K
$175K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.59K+ 1.46% |
$94K - $107K
|
180K
$11.1M
|