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 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.57K- 37.73% |
$57K - $65.1K
|
2.59K
$165K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-2.22K- 20.56% |
$80.8K - $92.3K
|
8.59K
$548K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.78K- 19.46% |
$101K - $115K
|
11.5K
$733K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-3.05K- 5.69% |
$111K - $126K
|
50.4K
$3.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.46K- 1.64% |
$126K - $144K
|
208K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.68K- 6.07% |
$134K - $153K
|
57K
$3.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.18K- 14.81% |
$152K - $173K
|
24K
$1.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.26K- 2.51% |
$155K - $177K
|
165K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.44K- 3.25% |
$198K - $226K
|
162K
$10.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.72K- 10.33% |
$244K - $279K
|
58.4K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.63K- 7.89% |
$277K - $317K
|
89K
$5.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.2KClosed |
$298K - $340K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.4K- 12.41% |
$414K - $473K
|
80.4K
$5.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-12K- 55.58% |
$436K - $498K
|
9.6K
$613K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-15.6K- 75.37% |
$568K - $649K
|
5.11K
$326K
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-17K- 4.39% |
$618K - $706K
|
370K
$23.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.4K- 37.84% |
$631K - $721K
|
28.5K
$1.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22K- 87.12% |
$799K - $913K
|
3.25K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-23.2K- 76.4% |
$844K - $964K
|
7.17K
$458K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-25K- 6.49% |
$906K - $1.04M
|
359K
$22.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-26.1K- 82.89% |
$949K - $1.08M
|
5.39K
$344K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.3K- 5.51% |
$1.03M - $1.17M
|
485K
$30.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-51.8K- 57.83% |
$1.88M - $2.15M
|
37.7K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.7K- 3.25% |
$1.99M - $2.27M
|
1.63M
$104M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.1K- 46.33% |
$2.62M - $2.99M
|
83.5K
$5.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-82.9K- 15.48% |
$3.01M - $3.44M
|
453K
$28.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-96.1K- 14.58% |
$3.49M - $3.99M
|
563K
$35.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-109K- 88.96% |
$3.96M - $4.52M
|
13.5K
$862K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-158K- 13.41% |
$5.72M - $6.54M
|
1.02M
$64.9M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-415K- 95.65% |
$15.1M - $17.2M
|
18.9K
$1.2M
|