Purchases and Sales Made in Q1 2024 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q1 2024. 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 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.94K+ 23.51% |
$91.7K - $104K
|
10.2K
$613K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.93KNew |
$91.6K - $104K
|
1.93K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.78K+ 5.01% |
$84.5K - $96K
|
37.3K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.28K+ 26.34% |
$60.8K - $69.1K
|
6.15K
$371K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.11K+ 9.09% |
$52.8K - $60K
|
13.4K
$806K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.04K+ 2.89% |
$49K - $55.7K
|
36.9K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1KNew |
$47.4K - $53.8K
|
1K
$60.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
828New |
$39.2K - $44.6K
|
828
$50K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
782+ 0.72% |
$37.1K - $42.1K
|
110K
$6.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
742New |
$35.2K - $39.9K
|
742
$44.8K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
414+ 4.92% |
$19.6K - $22.3K
|
8.83K
$533K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
399+ 2.7% |
$18.9K - $21.5K
|
15.2K
$917K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
388+ 4.6% |
$18.4K - $20.9K
|
8.82K
$532K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
346+ 2.24% |
$16.4K - $18.6K
|
15.8K
$954K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
338+ 8.05% |
$16K - $18.2K
|
4.54K
$274K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
332+ 1.83% |
$15.7K - $17.9K
|
18.5K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
295+ 0.34% |
$14K - $15.9K
|
86.2K
$5.2M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
208+ 1.05% |
$9.86K - $11.2K
|
20K
$1.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
153+ 0.31% |
$7.25K - $8.23K
|
49.5K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
144New |
$6.82K - $7.75K
|
144
$8.69K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
124+ 0.06% |
$5.88K - $6.67K
|
221K
$13.3M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
86New |
$4.08K - $4.63K
|
86
$5.19K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
81New |
$3.84K - $4.36K
|
81
$4.89K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
32+ 0.11% |
$1.52K - $1.72K
|
29.3K
$1.77M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
28+ 0.25% |
$1.33K - $1.51K
|
11.2K
$677K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
26+ 0.15% |
$1.23K - $1.4K
|
17.7K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
25+ 0.26% |
$1.18K - $1.35K
|
9.77K
$590K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24New |
$1.14K - $1.29K
|
24
$1.45K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
23+ 0.26% |
$1.09K - $1.24K
|
8.71K
$526K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21+ 0.16% |
$995 - $1.13K
|
13K
$783K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.31% |
$332 - $377
|
2.27K
$137K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4+ 0.08% |
$190 - $215
|
5.09K
$307K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.1% |
$94.8 - $108
|
2.04K
$123K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.03% |
$94.8 - $108
|
6.47K
$390K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.02% |
$47.4 - $53.8
|
5.59K
$337K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.08% |
$47.4 - $53.8
|
1.28K
$77K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$47.4 - $53.8
|
8.21K
$495K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2- 0.03% |
$94.8 - $108
|
6.47K
$390K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-18- 0.3% |
$853 - $969
|
5.99K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-18- 0.17% |
$853 - $969
|
10.8K
$652K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-23- 4.2% |
$1.09K - $1.24K
|
525
$31.7K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 28.74% |
$1.18K - $1.35K
|
62
$3.74K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-102- 0.9% |
$4.83K - $5.49K
|
11.2K
$677K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-119- 0.49% |
$5.64K - $6.4K
|
24K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-155- 6.89% |
$7.35K - $8.34K
|
2.1K
$126K
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-185- 0.19% |
$8.77K - $9.96K
|
99.4K
$6M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-291- 6.94% |
$13.8K - $15.7K
|
3.9K
$235K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-348- 28.52% |
$16.5K - $18.7K
|
872
$52.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-389- 2.32% |
$18.4K - $20.9K
|
16.4K
$988K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-567- 17.65% |
$26.9K - $30.5K
|
2.65K
$160K
|