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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.84K- 2.81% |
$226K - $249K
|
202K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.36K- 96.95% |
$245K - $270K
|
200
$12.1K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-7.83K- 2.11% |
$302K - $333K
|
362K
$21.9M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-8.27K- 43.82% |
$319K - $352K
|
10.6K
$640K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-15.4K- 1.38% |
$595K - $656K
|
1.1M
$66.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.7K- 4.54% |
$607K - $670K
|
331K
$20M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.1K- 49.21% |
$699K - $770K
|
18.7K
$1.13M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-19K- 3.37% |
$732K - $807K
|
544K
$32.8M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-19.4K- 4.35% |
$749K - $826K
|
427K
$25.8M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-20.8K- 10.21% |
$804K - $887K
|
183K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.1K- 54.43% |
$891K - $983K
|
19.3K
$1.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-26.7K- 60.24% |
$1.03M - $1.14M
|
17.6K
$1.06M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-27.5K- 2.7% |
$1.06M - $1.17M
|
990K
$59.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-34.5K- 19.3% |
$1.33M - $1.47M
|
144K
$8.7M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52.1K- 40.26% |
$2.01M - $2.22M
|
77.4K
$4.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-56.8K- 6.54% |
$2.19M - $2.41M
|
810K
$48.9M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-68.9K- 99.99% |
$2.66M - $2.93M
|
9
$543
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-74.1K- 1.59% |
$2.86M - $3.15M
|
4.57M
$276M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-131K- 67.66% |
$5.05M - $5.57M
|
62.6K
$3.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-181K- 32.9% |
$6.97M - $7.69M
|
369K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-204K- 45.07% |
$7.87M - $8.68M
|
249K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-395K- 37.05% |
$15.2M - $16.8M
|
671K
$40.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-449K- 94.99% |
$17.3M - $19.1M
|
23.6K
$1.43M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-487K- 33.0% |
$18.8M - $20.7M
|
988K
$59.6M
|