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 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-648- 1.27% |
$30.7K - $34.9K
|
50.3K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-650- 19.31% |
$30.8K - $35K
|
2.72K
$168K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-892- 0.89% |
$42.3K - $48K
|
99.3K
$6.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-915- 17.9% |
$43.4K - $49.2K
|
4.2K
$260K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 85.69% |
$47.4K - $53.8K
|
167
$10.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1K- 1.97% |
$47.4K - $53.9K
|
49.9K
$3.08M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.02K- 3.78% |
$48.1K - $54.6K
|
25.8K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.11K- 13.26% |
$52.5K - $59.6K
|
7.24K
$448K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.12K- 96.97% |
$53.1K - $60.3K
|
35
$2.16K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.37K- 8.51% |
$64.7K - $73.5K
|
14.7K
$908K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.37K- 7.71% |
$65.1K - $73.9K
|
16.4K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.47K- 13.29% |
$69.5K - $79K
|
9.57K
$592K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.52K- 1.85% |
$71.8K - $81.6K
|
80.4K
$4.97M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.57K- 72.39% |
$74.5K - $84.7K
|
600
$37.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.05K- 2.15% |
$97K - $110K
|
92.9K
$5.75M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.1K- 3.04% |
$99.7K - $113K
|
67K
$4.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.16K- 13.22% |
$102K - $116K
|
14.2K
$876K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.38K- 1.22% |
$113K - $128K
|
193K
$12M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2.62K- 26.11% |
$124K - $141K
|
7.41K
$458K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.65K- 10.28% |
$126K - $143K
|
23.1K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.74K- 43.11% |
$130K - $147K
|
3.61K
$223K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.4K- 2.71% |
$161K - $183K
|
122K
$7.55M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.7K- 15.23% |
$175K - $199K
|
20.6K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.06K- 29.02% |
$192K - $219K
|
9.93K
$614K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.66K- 7.04% |
$268K - $305K
|
74.7K
$4.62M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.76K- 24.49% |
$273K - $310K
|
17.8K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-6.16K- 1.41% |
$292K - $332K
|
430K
$26.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-7.43K- 4.0% |
$352K - $400K
|
178K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.79K- 4.89% |
$369K - $419K
|
151K
$9.37M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.9K- 7.78% |
$374K - $425K
|
93.7K
$5.79M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.14K- 8.63% |
$386K - $438K
|
86.2K
$5.33M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-8.71K- 42.57% |
$413K - $469K
|
11.8K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-13.5K- 12.74% |
$642K - $729K
|
92.8K
$5.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13.7K- 8.1% |
$649K - $737K
|
155K
$9.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-14.1K- 19.13% |
$669K - $760K
|
59.7K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.5KClosed |
$783K - $890K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19K- 13.73% |
$899K - $1.02M
|
119K
$7.37M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25.2K- 26.95% |
$1.19M - $1.36M
|
68.3K
$4.22M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26K- 3.92% |
$1.23M - $1.4M
|
637K
$39.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.7K- 77.26% |
$1.36M - $1.55M
|
8.45K
$523K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.1K- 5.6% |
$1.52M - $1.73M
|
542K
$33.5M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-34K- 3.17% |
$1.61M - $1.83M
|
1.04M
$64.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.8K- 9.18% |
$1.74M - $1.98M
|
364K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.8K- 7.16% |
$1.98M - $2.25M
|
542K
$33.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.8K- 7.16% |
$1.98M - $2.25M
|
542K
$33.5M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.2K- 11.96% |
$2.52M - $2.86M
|
391K
$24.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-60.6K- 37.2% |
$2.87M - $3.26M
|
102K
$6.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-74.2K- 11.07% |
$3.52M - $3.99M
|
596K
$36.9M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-83.3K- 69.38% |
$3.95M - $4.48M
|
36.8K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-148K- 61.54% |
$7M - $7.95M
|
92.4K
$5.71M
|