Purchases and Sales Made in Q1 2023 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.26% |
$386 - $426
|
3.91K
$236K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.45% |
$386 - $426
|
2.23K
$135K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8+ 9.41% |
$309 - $340
|
93
$5.61K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7+ 0.07% |
$270 - $298
|
9.97K
$602K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7+ 0.06% |
$270 - $298
|
11.4K
$686K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3+ 0.04% |
$116 - $128
|
7.18K
$433K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.03% |
$116 - $128
|
11K
$666K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3+ 0.04% |
$116 - $128
|
7.18K
$433K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.04% |
$77.2 - $85.1
|
5.68K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.31% |
$38.6 - $42.6
|
319
$19.2K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$38.6 - $42.6
|
11.9K
$720K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-19- 0.93% |
$733 - $808
|
2.03K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20- 0.42% |
$772 - $851
|
4.69K
$283K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-70- 0.5% |
$2.7K - $2.98K
|
13.8K
$832K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-121- 4.27% |
$4.67K - $5.15K
|
2.71K
$164K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-153- 0.26% |
$5.9K - $6.51K
|
58.2K
$3.51M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-158- 2.29% |
$6.1K - $6.72K
|
6.76K
$408K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-186- 7.18% |
$7.18K - $7.91K
|
2.4K
$145K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-200- 1.11% |
$7.72K - $8.51K
|
17.7K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-249- 1.86% |
$9.61K - $10.6K
|
13.1K
$793K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-275- 2.39% |
$10.6K - $11.7K
|
11.2K
$677K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-285- 6.73% |
$11K - $12.1K
|
3.95K
$238K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-408- 53.83% |
$15.7K - $17.4K
|
350
$21.1K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-416- 1.38% |
$16.1K - $17.7K
|
29.8K
$1.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-453- 2.73% |
$17.5K - $19.3K
|
16.2K
$975K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-475- 3.56% |
$18.3K - $20.2K
|
12.9K
$777K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-559- 30.13% |
$21.6K - $23.8K
|
1.3K
$78.2K
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-693- 7.53% |
$26.7K - $29.5K
|
8.51K
$514K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-775- 8.07% |
$29.9K - $33K
|
8.83K
$533K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-811- 0.74% |
$31.3K - $34.5K
|
108K
$6.54M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-924- 0.63% |
$35.7K - $39.3K
|
146K
$8.78M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-970- 13.75% |
$37.4K - $41.3K
|
6.08K
$367K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-975- 0.54% |
$37.6K - $41.5K
|
179K
$10.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.28K- 1.03% |
$49.5K - $54.5K
|
123K
$7.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.48K- 77.78% |
$57K - $62.8K
|
422
$25.5K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.66K- 5.82% |
$64.1K - $70.7K
|
26.9K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.01K- 10.49% |
$77.4K - $85.3K
|
17.1K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
SELL
|
- |
-2.2K- 1.16% |
$85.1K - $93.8K
|
188K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.35K- 5.63% |
$90.5K - $99.8K
|
39.3K
$2.37M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.45K- 5.16% |
$94.6K - $104K
|
45K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.45K- 5.16% |
$94.6K - $104K
|
45K
$2.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.45K- 25.34% |
$94.6K - $104K
|
7.22K
$436K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2.59K- 30.16% |
$100K - $110K
|
6K
$362K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.71K- 7.36% |
$143K - $158K
|
46.7K
$2.82M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-3.82K- 1.59% |
$147K - $162K
|
236K
$14.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.84K- 1.07% |
$148K - $163K
|
355K
$21.4M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.44K- 1.95% |
$171K - $189K
|
223K
$13.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.02K- 5.42% |
$194K - $214K
|
87.7K
$5.29M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.19K- 1.07% |
$200K - $221K
|
480K
$28.9M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.76K- 6.47% |
$222K - $245K
|
83.3K
$5.02M
|