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
|
Hemington Wealth Management
|
BUY
|
- |
2.12KNew |
$112K - $124K
|
2.12K
$138K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.45KNew |
$288K - $320K
|
5.45K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.1% |
$106 - $118
|
2.04K
$133K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-48- 9.14% |
$2.54K - $2.82K
|
477
$31.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.59K- 58.47% |
$349K - $387K
|
4.68K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-659- 5.73% |
$34.9K - $38.7K
|
10.8K
$706K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.51K- 2.92% |
$186K - $206K
|
117K
$7.6M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11New |
$582 - $646
|
11
$717
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.25KNew |
$215K - $238K
|
4.25K
$277K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
49New |
$2.49K - $2.75K
|
49
$3.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.13KNew |
$209K - $231K
|
4.13K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.03K+ 8.8% |
$52.4K - $57.9K
|
12.8K
$833K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-963- 0.71% |
$48.9K - $54K
|
135K
$8.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4+ 0.1% |
$203 - $224
|
4.21K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
189+ 14.13% |
$9.59K - $10.6K
|
1.53K
$99.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17- 0.37% |
$863 - $953
|
4.52K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
332New |
$16.8K - $18.6K
|
332
$21.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
481New |
$24.4K - $27K
|
481
$31.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.67K+ 1.98% |
$136K - $150K
|
138K
$9M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
168New |
$8.53K - $9.42K
|
168
$11K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
4.14KNew |
$210K - $232K
|
4.14K
$270K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
92New |
$4.67K - $5.16K
|
92
$6K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
385+ 7.36% |
$18.2K - $20.7K
|
5.62K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.5KClosed |
$783K - $890K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.93KNew |
$91.6K - $104K
|
1.93K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
144New |
$6.82K - $7.75K
|
144
$9.39K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.16K- 13.22% |
$102K - $116K
|
14.2K
$923K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.06K- 29.02% |
$192K - $219K
|
9.93K
$647K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.57K- 72.39% |
$74.5K - $84.7K
|
600
$39.1K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.28K+ 26.34% |
$60.8K - $69.1K
|
6.15K
$401K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.5KNew |
$877K - $996K
|
18.5K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24New |
$1.14K - $1.29K
|
24
$1.56K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
86New |
$4.08K - $4.63K
|
86
$5.61K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
28+ 0.25% |
$1.33K - $1.51K
|
11.2K
$732K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
4KNew |
$189K - $215K
|
4K
$260K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
828New |
$39.2K - $44.6K
|
828
$54K
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
3.89KNew |
$184K - $209K
|
3.89K
$253K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1KNew |
$47.4K - $53.8K
|
1K
$65.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.4K- 2.71% |
$161K - $183K
|
122K
$7.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-915- 17.9% |
$43.4K - $49.2K
|
4.2K
$274K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
81New |
$3.84K - $4.36K
|
81
$5.28K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.25KNew |
$176K - $206K
|
4.25K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.12KNew |
$337K - $393K
|
8.12K
$529K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.58KNew |
$231K - $270K
|
5.58K
$363K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
25New |
$1.04K - $1.21K
|
25
$1.63K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.25KNew |
$93.5K - $109K
|
2.25K
$147K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-12.2K- 20.03% |
$505K - $590K
|
48.6K
$3.17M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.07K+ 0.56% |
$132K - $142K
|
548K
$35.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
7.95KNew |
$342K - $366K
|
7.95K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
439+ 288.82% |
$18.9K - $20.2K
|
591
$38.5K
|
|