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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.74K- 1.38% |
$303K - $337K
|
410K
$24.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-428- 4.71% |
$22.6K - $25.2K
|
8.65K
$523K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-631- 2.27% |
$33.4K - $37.1K
|
27.2K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.33K+ 7.58% |
$176K - $196K
|
47.2K
$2.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.5K- 6.4% |
$1.19M - $1.32M
|
330K
$19.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
173+ 0.35% |
$9.15K - $10.2K
|
49.5K
$2.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.36KNew |
$231K - $256K
|
4.36K
$264K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.59K- 58.47% |
$349K - $387K
|
4.68K
$283K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.67K- 3.39% |
$88.4K - $98.2K
|
47.6K
$2.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-126- 0.95% |
$6.66K - $7.41K
|
13.2K
$797K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.04% |
$106 - $118
|
5.6K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-140- 2.39% |
$7.4K - $8.23K
|
5.72K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.51K- 2.92% |
$186K - $206K
|
117K
$7.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-659- 5.73% |
$34.9K - $38.7K
|
10.8K
$655K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-737- 0.22% |
$39K - $43.3K
|
341K
$20.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12K- 67.5% |
$634K - $705K
|
5.77K
$349K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
105+ 0.27% |
$5.55K - $6.17K
|
39K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.16K- 8.39% |
$220K - $245K
|
45.5K
$2.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-160- 0.99% |
$8.46K - $9.4K
|
16K
$967K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
61.7K+ 1.92% |
$3.26M - $3.63M
|
3.27M
$198M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-1.49K- 0.34% |
$78.6K - $87.3K
|
435K
$26.3M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11New |
$582 - $646
|
11
$665
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6+ 0.0% |
$317 - $353
|
153K
$9.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-10- 0.02% |
$529 - $588
|
47.9K
$2.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
282+ 0.28% |
$14.9K - $16.6K
|
99.9K
$6.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 0.4% |
$476 - $529
|
2.28K
$138K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
57.8K+ 3.94% |
$3.06M - $3.4M
|
1.53M
$92.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30+ 0.15% |
$1.59K - $1.76K
|
20K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.28% |
$52.9 - $58.8
|
362
$21.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
516KNew |
$27.3M - $30.4M
|
516K
$31.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.13% |
$52.9 - $58.8
|
766
$46.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
433+ 10.81% |
$22.9K - $25.4K
|
4.44K
$269K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.28K+ 14.5% |
$120K - $134K
|
18K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
37+ 0.31% |
$1.96K - $2.17K
|
11.8K
$715K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
167K+ 53.06% |
$8.85M - $9.83M
|
483K
$29.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-4.77K- 1.03% |
$252K - $280K
|
460K
$27.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.42KNew |
$75.3K - $83.6K
|
1.42K
$86.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-773- 42.57% |
$40.9K - $45.4K
|
1.04K
$63.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
20.6K+ 3.37% |
$1.09M - $1.21M
|
633K
$38.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.43K- 4.46% |
$234K - $260K
|
94.7K
$5.73M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
155New |
$7.87K - $8.69K
|
155
$9.37K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
49New |
$2.49K - $2.75K
|
49
$2.96K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$50.8 - $56.1
|
8.21K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.13KNew |
$209K - $231K
|
4.13K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.03K+ 8.8% |
$52.4K - $57.9K
|
12.8K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-963- 0.71% |
$48.9K - $54K
|
135K
$8.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-62- 0.57% |
$3.15K - $3.48K
|
10.7K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3K+ 157.14% |
$523K - $578K
|
16.9K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.4KNew |
$631K - $698K
|
12.4K
$752K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4+ 0.1% |
$203 - $224
|
4.21K
$254K
|
|