Purchases and Sales Made in Q4 2023 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
451K+ 64.6% |
$18.7M - $21.9M
|
1.15M
$71.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
180K+ 10.64% |
$7.49M - $8.75M
|
1.88M
$116M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
123K+ 9.94% |
$5.09M - $5.95M
|
1.36M
$84.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
102K+ 20.55% |
$4.24M - $4.95M
|
599K
$37.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
100K+ 28.27% |
$4.17M - $4.87M
|
456K
$28.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
93.6K+ 7.74% |
$3.88M - $4.54M
|
1.3M
$80.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
79K+ 5.81% |
$3.28M - $3.83M
|
1.44M
$89.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62.7K+ 3.89% |
$2.6M - $3.04M
|
1.67M
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.9KNew |
$1.78M - $2.08M
|
42.9K
$2.66M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
42.7KNew |
$1.77M - $2.07M
|
42.7K
$2.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
38.6K+ 9.56% |
$1.6M - $1.87M
|
443K
$27.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
35.8KNew |
$1.49M - $1.74M
|
35.8K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
33.8K+ 8.41% |
$1.4M - $1.64M
|
436K
$27M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.6K+ 10.21% |
$1.35M - $1.58M
|
352K
$21.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31K+ 18.82% |
$1.29M - $1.5M
|
196K
$12.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27.8K+ 344.34% |
$1.16M - $1.35M
|
35.9K
$2.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
26.4K+ 15.6% |
$1.1M - $1.28M
|
196K
$12.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.8K+ 28.7% |
$865K - $1.01M
|
93.5K
$5.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18.3KNew |
$761K - $889K
|
18.3K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14K+ 135.92% |
$581K - $679K
|
24.3K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.9K+ 59.7% |
$577K - $673K
|
37.2K
$2.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$471K - $551K
|
11.4K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 6.88% |
$435K - $508K
|
163K
$10.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10.4K+ 4.95% |
$432K - $505K
|
221K
$13.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
9.79K+ 24.72% |
$406K - $474K
|
49.4K
$3.06M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.68K+ 1.69% |
$402K - $469K
|
584K
$36.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
9.18K+ 81.36% |
$381K - $445K
|
20.5K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.12KNew |
$337K - $393K
|
8.12K
$503K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.11KNew |
$337K - $393K
|
8.11K
$503K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
8.09K+ 4.17% |
$336K - $392K
|
202K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
7.46K+ 21.29% |
$310K - $362K
|
42.5K
$2.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.84K+ 1.21% |
$284K - $332K
|
570K
$35.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.83K+ 5.38% |
$283K - $331K
|
134K
$8.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.34KNew |
$263K - $307K
|
6.34K
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.58KNew |
$231K - $270K
|
5.58K
$345K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.87KNew |
$202K - $236K
|
4.87K
$302K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
4.56K+ 34.49% |
$189K - $221K
|
17.8K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.25KNew |
$176K - $206K
|
4.25K
$263K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.19KNew |
$174K - $203K
|
4.19K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.02K+ 20.61% |
$167K - $195K
|
23.5K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.92K+ 0.19% |
$163K - $190K
|
2.03M
$126M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.81K+ 37.37% |
$158K - $184K
|
14K
$867K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.21KNew |
$133K - $156K
|
3.21K
$199K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.04K+ 2.48% |
$126K - $147K
|
125K
$7.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.79KNew |
$116K - $135K
|
2.79K
$173K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.25KNew |
$93.5K - $109K
|
2.25K
$140K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.11K+ 1.19% |
$87.6K - $102K
|
180K
$11.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.29K+ 18.13% |
$53.7K - $62.7K
|
8.43K
$522K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.29K+ 4.59% |
$53.4K - $62.4K
|
29.3K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 0.84% |
$44.8K - $52.3K
|
130K
$8.02M
|