Latest Institutional Transactions on Ishares Tr (LRGF)
This table provides information on the latest institutional transactions involving Ishares Tr (LRGF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-160K- 28.21% |
$8.46M - $9.4M
|
407K
$24.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.92K+ 17.18% |
$102K - $113K
|
13.1K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.29% |
$423 - $470
|
2.73K
$164K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
500New |
$26.4K - $29.4K
|
500
$30K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.37K- 3.68% |
$178K - $198K
|
88.2K
$5.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
32.4K+ 29.45% |
$1.71M - $1.9M
|
142K
$8.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.1K- 28.81% |
$58.2K - $64.6K
|
2.72K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.9K+ 1.76% |
$944K - $1.05M
|
1.03M
$61.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
29.4K+ 1.97% |
$1.56M - $1.73M
|
1.52M
$91.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
2.12KNew |
$112K - $124K
|
2.12K
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.87K- 4.23% |
$416K - $463K
|
178K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.33K- 1.5% |
$70.2K - $78K
|
87.4K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.1K+ 124.93% |
$2.28M - $2.53M
|
77.5K
$4.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-8.01K- 10.16% |
$424K - $471K
|
70.9K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 0.12% |
$317 - $353
|
5K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-55.7K- 45.0% |
$2.95M - $3.27M
|
68.1K
$4.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.8K+ 40.08% |
$781K - $868K
|
51.6K
$3.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
32+ 0.37% |
$1.69K - $1.88K
|
8.77K
$526K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
7.14K+ 4.97% |
$378K - $420K
|
151K
$9.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 15.32% |
$1.01M - $1.12M
|
144K
$8.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.3% |
$370 - $411
|
2.34K
$140K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
17+ 0.17% |
$899 - $999
|
9.91K
$594K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-23.3K- 6.5% |
$1.23M - $1.37M
|
335K
$20.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-255- 3.64% |
$13.5K - $15K
|
6.76K
$405K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-260- 5.36% |
$13.8K - $15.3K
|
4.59K
$276K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-486- 0.11% |
$25.7K - $28.6K
|
456K
$27.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-34.1K- 6.38% |
$1.81M - $2.01M
|
501K
$30M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-60- 0.47% |
$3.17K - $3.53K
|
12.8K
$767K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.7K+ 10.18% |
$1.89M - $2.1M
|
386K
$23.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-645- 0.54% |
$34.1K - $37.9K
|
119K
$7.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15- 0.37% |
$793 - $882
|
3.99K
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.45KNew |
$288K - $320K
|
5.45K
$327K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2K+ 58.95% |
$106K - $118K
|
5.4K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.91K+ 21.62% |
$154K - $171K
|
16.3K
$980K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3.1K- 3.98% |
$164K - $182K
|
74.8K
$4.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.02K- 38.65% |
$318K - $354K
|
9.55K
$573K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
59+ 107.27% |
$3.12K - $3.47K
|
114
$6.84K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
38+ 0.13% |
$2.01K - $2.23K
|
29.4K
$1.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-916- 13.9% |
$48.4K - $53.8K
|
5.67K
$340K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.1% |
$106 - $118
|
2.04K
$122K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
15.9K+ 157.11% |
$842K - $936K
|
26.1K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-500- 4.8% |
$26.4K - $29.4K
|
9.92K
$595K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.71K- 17.55% |
$143K - $159K
|
12.7K
$764K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.97K- 1.77% |
$210K - $233K
|
221K
$13.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
19+ 0.49% |
$1K - $1.12K
|
3.92K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
120+ 1.42% |
$6.35K - $7.05K
|
8.59K
$515K
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-475- 0.27% |
$25.1K - $27.9K
|
176K
$10.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-345- 48.8% |
$18.2K - $20.3K
|
362
$21.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 72.09% |
$690K - $767K
|
31.1K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.49K+ 1.09% |
$131K - $146K
|
231K
$13.9M
|