Purchases and Sales Made in Q2 2022 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.04MNew |
$38.2M - $46.7M
|
1.04M
$63.4M
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
179KNew |
$6.56M - $8.03M
|
179K
$10.9M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
174K+ 47.21% |
$6.36M - $7.79M
|
542K
$33M
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
169KNew |
$6.18M - $7.57M
|
169K
$10.3M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
139K+ 3.02% |
$5.08M - $6.22M
|
4.73M
$288M
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
131K+ 151.78% |
$4.78M - $5.85M
|
217K
$13.2M
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
49.1K+ 279.49% |
$1.8M - $2.2M
|
66.6K
$4.06M
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
47.1K+ 12.74% |
$1.72M - $2.11M
|
417K
$25.4M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.6KNew |
$827K - $1.01M
|
22.6K
$1.38M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
21.8KNew |
$797K - $975K
|
21.8K
$1.32M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.6K+ 6.55% |
$753K - $922K
|
335K
$20.4M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
20.3KNew |
$743K - $910K
|
20.3K
$1.24M
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
12.6K+ 26.44% |
$462K - $566K
|
60.4K
$3.68M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$459K - $562K
|
12.5K
$763K
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$442K - $541K
|
12.1K
$734K
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
10.5KNew |
$386K - $473K
|
10.5K
$642K
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.48K+ 65.3% |
$347K - $425K
|
24K
$1.46M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.01K+ 4.9% |
$293K - $359K
|
172K
$10.4M
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
7.41K+ 51.41% |
$271K - $332K
|
21.8K
$1.33M
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
6.86K+ 5.82% |
$251K - $308K
|
125K
$7.59M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.56KNew |
$240K - $294K
|
6.56K
$399K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.64KNew |
$207K - $253K
|
5.64K
$344K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.5K+ 5.27% |
$202K - $247K
|
110K
$6.69M
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.28K+ 2.71% |
$193K - $237K
|
200K
$12.2M
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
5.2K+ 2.68% |
$190K - $233K
|
200K
$12.2M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.64K+ 4.85% |
$170K - $208K
|
100K
$6.11M
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
3.9K+ 23.02% |
$143K - $175K
|
20.8K
$1.27M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.3K+ 11.31% |
$84K - $103K
|
22.6K
$1.38M
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.11K+ 1.99% |
$77.3K - $94.6K
|
108K
$6.6M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.09KNew |
$76.5K - $93.6K
|
2.09K
$127K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.98KNew |
$72.4K - $88.6K
|
1.98K
$120K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.23K+ 13.13% |
$44.9K - $55K
|
10.6K
$643K
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.18K+ 9.6% |
$43.1K - $52.7K
|
13.4K
$818K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
940+ 10.5% |
$34.4K - $42.1K
|
9.89K
$602K
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
922+ 7.24% |
$33.8K - $41.3K
|
13.7K
$831K
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
767+ 1.27% |
$28.1K - $34.4K
|
61K
$3.71M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
427New |
$15.6K - $19.1K
|
427
$26K
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
408+ 116.57% |
$14.9K - $18.3K
|
758
$46.1K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
323+ 3.05% |
$11.8K - $14.5K
|
10.9K
$665K
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
287+ 19.75% |
$10.5K - $12.9K
|
1.74K
$106K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
287+ 19.75% |
$10.5K - $12.9K
|
1.74K
$106K
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
224+ 2.1% |
$8.2K - $10K
|
10.9K
$662K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
178+ 3.68% |
$6.52K - $7.98K
|
5.01K
$305K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
178New |
$6.52K - $7.98K
|
178
$10.8K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
168New |
$6.15K - $7.53K
|
168
$10.2K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
159+ 7.06% |
$5.82K - $7.13K
|
2.41K
$147K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
144+ 0.46% |
$5.27K - $6.46K
|
31.6K
$1.92M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
97New |
$3.55K - $4.35K
|
97
$5.91K
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
43+ 0.4% |
$1.57K - $1.93K
|
10.7K
$650K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
11+ 0.01% |
$403 - $493
|
214K
$13M
|