Latest Institutional Purchases of Ishares Tr (LRGF)
This list provides information on the latest institutional transactions involving Ishares Tr (LRGF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
150KNew |
$8.72M - $9.46M
|
150K
$9.35M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
138K+ 28.54% |
$8.02M - $8.71M
|
620K
$38.8M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
71.8K+ 607.91% |
$4.18M - $4.54M
|
83.7K
$5.23M
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
60.1KNew |
$3.5M - $3.8M
|
60.1K
$3.75M
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
42.4K+ 6.7% |
$2.47M - $2.68M
|
675K
$42.2M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30.1K+ 8.04% |
$1.76M - $1.91M
|
405K
$25.3M
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
17.7KNew |
$1.03M - $1.12M
|
17.7K
$1.11M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
14K+ 0.92% |
$816K - $886K
|
1.54M
$96.2M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
11.5K+ 810.89% |
$672K - $730K
|
13K
$810K
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.5KNew |
$612K - $664K
|
10.5K
$656K
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
8.09K+ 3.5% |
$471K - $511K
|
239K
$14.9M
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
6.78K+ 15.58% |
$395K - $429K
|
50.3K
$3.14M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.25K+ 11.12% |
$306K - $332K
|
52.5K
$3.28M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.45K+ 17.08% |
$259K - $282K
|
30.5K
$1.91M
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
3.57K+ 0.78% |
$208K - $226K
|
463K
$28.9M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.19K+ 2.4% |
$186K - $202K
|
136K
$8.5M
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.52K+ 0.75% |
$147K - $159K
|
338K
$21.1M
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.36K+ 14.46% |
$138K - $149K
|
18.7K
$1.17M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.3K+ 34.04% |
$134K - $145K
|
9.06K
$566K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.61K+ 3.26% |
$93.8K - $102K
|
51.1K
$3.19M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.56KNew |
$90.9K - $98.7K
|
1.56K
$97.5K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 1.7% |
$60.6K - $65.8K
|
62.3K
$3.89M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1K+ 1.47% |
$58.4K - $63.4K
|
69.1K
$4.32M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
567+ 10.13% |
$33K - $35.9K
|
6.16K
$385K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
500New |
$29.1K - $31.6K
|
500
$31.2K
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
445+ 0.09% |
$25.9K - $28.2K
|
517K
$32.3M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
405+ 10.33% |
$23.6K - $25.6K
|
4.33K
$270K
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
333+ 2.54% |
$19.4K - $21.1K
|
13.4K
$839K
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
259+ 0.26% |
$15.1K - $16.4K
|
100K
$6.26M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
256+ 5.77% |
$14.9K - $16.2K
|
4.7K
$293K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
179+ 0.66% |
$10.4K - $11.3K
|
27.3K
$1.71M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
163New |
$9.49K - $10.3K
|
163
$10.2K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
38New |
$2.21K - $2.4K
|
38
$2.37K
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
35+ 0.12% |
$2.04K - $2.21K
|
29.4K
$1.84M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
20+ 0.35% |
$1.17K - $1.27K
|
5.79K
$362K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15New |
$874 - $949
|
15
$937
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.35% |
$466 - $506
|
2.29K
$143K
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.03% |
$117 - $127
|
6.48K
$405K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.13% |
$58.3 - $63.3
|
767
$47.9K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
118K+ 19.29% |
$6.25M - $6.95M
|
731K
$45.7M
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
61.7K+ 1.92% |
$3.26M - $3.63M
|
3.27M
$204M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.1KNew |
$2.7M - $3M
|
51.1K
$3.19M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.1K+ 124.93% |
$2.28M - $2.53M
|
77.5K
$4.84M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.7K+ 10.18% |
$1.89M - $2.1M
|
386K
$24.1M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
32.4K+ 29.45% |
$1.71M - $1.9M
|
142K
$8.9M
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
29.4K+ 1.97% |
$1.56M - $1.73M
|
1.52M
$95M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.1K+ 4.43% |
$1.49M - $1.65M
|
663K
$41.4M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.4K+ 19.08% |
$1.03M - $1.14M
|
121K
$7.57M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 15.32% |
$1.01M - $1.12M
|
144K
$8.99M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.8K+ 128.0% |
$995K - $1.11M
|
33.5K
$2.09M
|