Purchases and Sales Made in Q4 2024 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q4 2024. 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 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-100- 2.6% |
$5.83K - $6.33K
|
3.75K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-147- 5.41% |
$8.56K - $9.3K
|
2.57K
$160K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-162- 1.27% |
$9.44K - $10.2K
|
12.6K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-168- 1.31% |
$9.79K - $10.6K
|
12.6K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-188- 4.97% |
$11K - $11.9K
|
3.59K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-271- 74.86% |
$15.8K - $17.1K
|
91
$5.68K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-278- 26.65% |
$16.2K - $17.6K
|
765
$47.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-280- 0.58% |
$16.3K - $17.7K
|
47.7K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-345- 6.08% |
$20.1K - $21.8K
|
5.33K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-348- 17.19% |
$20.3K - $22K
|
1.68K
$105K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-549- 0.58% |
$32K - $34.7K
|
94.2K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-557- 1.61% |
$32.4K - $35.2K
|
34.1K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-599- 4.55% |
$34.9K - $37.9K
|
12.6K
$785K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-606- 3.37% |
$35.3K - $38.3K
|
17.4K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-676- 6.18% |
$39.4K - $42.8K
|
10.3K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-694- 6.46% |
$40.4K - $43.9K
|
10K
$627K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-738- 9.97% |
$43K - $46.7K
|
6.67K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-862- 1.67% |
$50.2K - $54.5K
|
50.8K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.12K- 22.37% |
$65.1K - $70.7K
|
3.88K
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.2K- 7.48% |
$69.7K - $75.7K
|
14.8K
$923K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 23.33% |
$73.4K - $79.7K
|
4.14K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.27K- 10.72% |
$74.2K - $80.6K
|
10.6K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.36K- 15.71% |
$79.2K - $86K
|
7.29K
$455K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.45K- 0.94% |
$84.2K - $91.4K
|
152K
$9.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.78K- 2.04% |
$104K - $113K
|
85.6K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.88K- 0.5% |
$110K - $119K
|
377K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.99K- 8.66% |
$116K - $126K
|
21K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.32K- 26.77% |
$135K - $147K
|
6.34K
$395K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.53K- 0.13% |
$147K - $160K
|
1.97M
$123M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.71K- 4.53% |
$158K - $171K
|
57.1K
$3.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.86K- 29.99% |
$167K - $181K
|
6.69K
$417K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3.04K- 4.07% |
$177K - $193K
|
71.8K
$4.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.15K- 2.66% |
$183K - $199K
|
115K
$7.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-3.48K- 4.91% |
$203K - $220K
|
67.4K
$4.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.68K- 7.72% |
$214K - $232K
|
43.9K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.84K- 8.45% |
$224K - $243K
|
41.6K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.95K- 2.77% |
$230K - $250K
|
138K
$8.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.64K- 46.79% |
$270K - $293K
|
5.28K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-4.76K- 11.11% |
$277K - $301K
|
38.1K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-4.92K- 0.32% |
$287K - $311K
|
1.52M
$94.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.13K- 1.34% |
$357K - $387K
|
450K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.22K- 14.04% |
$362K - $394K
|
38.1K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-6.77K- 3.84% |
$394K - $428K
|
169K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-7.24K- 1.76% |
$422K - $458K
|
403K
$25.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.81K- 3.54% |
$455K - $494K
|
213K
$13.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-9.75K- 4.38% |
$568K - $616K
|
213K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-14.4K- 12.59% |
$840K - $913K
|
100K
$6.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.3K- 14.25% |
$1.01M - $1.09M
|
104K
$6.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18K- 19.66% |
$1.05M - $1.14M
|
73.5K
$4.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-32.6K- 7.5% |
$1.9M - $2.06M
|
403K
$25.1M
|