Purchases and Sales Made in Q2 2024 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.56M+ 394.29% |
$130M - $144M
|
3.21M
$195M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
147KNew |
$7.46M - $8.24M
|
147K
$8.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
137K+ 76.68% |
$6.95M - $7.68M
|
315K
$19.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
119KNew |
$6.05M - $6.69M
|
119K
$7.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
106KNew |
$5.4M - $5.97M
|
106K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.4K+ 4.13% |
$3.72M - $4.12M
|
1.85M
$113M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
63.3K+ 431.33% |
$3.21M - $3.55M
|
78K
$4.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
55.5K+ 81.27% |
$2.82M - $3.11M
|
124K
$7.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
52.6K+ 3.72% |
$2.67M - $2.95M
|
1.47M
$89.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
35.9K+ 48.52% |
$1.82M - $2.02M
|
110K
$6.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.5KNew |
$1.75M - $1.93M
|
34.5K
$2.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.6K+ 10.6% |
$1.7M - $1.88M
|
350K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.1K+ 5.93% |
$1.63M - $1.8M
|
574K
$34.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.1K+ 5.93% |
$1.63M - $1.8M
|
574K
$34.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
31.6K+ 2.17% |
$1.6M - $1.77M
|
1.49M
$90.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26K+ 34.3% |
$1.32M - $1.46M
|
102K
$6.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
24.1K+ 152.2% |
$1.22M - $1.35M
|
39.9K
$2.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 22.02% |
$1.14M - $1.26M
|
125K
$7.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
17.2K+ 8.11% |
$872K - $963K
|
229K
$13.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
17K+ 3.93% |
$865K - $956K
|
451K
$27.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
16.5K+ 2.77% |
$838K - $926K
|
612K
$37.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.7KNew |
$746K - $824K
|
14.7K
$894K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
13.4KNew |
$682K - $754K
|
13.4K
$818K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.4KNew |
$631K - $698K
|
12.4K
$757K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11.2KNew |
$567K - $627K
|
11.2K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 23.09% |
$556K - $615K
|
58.5K
$3.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3K+ 157.14% |
$523K - $578K
|
16.9K
$1.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.7KNew |
$441K - $488K
|
8.7K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.14K+ 9.44% |
$413K - $457K
|
94.4K
$5.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.1K+ 55.23% |
$360K - $398K
|
19.9K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
6.4KNew |
$325K - $359K
|
6.4K
$389K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.61K+ 1.67% |
$285K - $315K
|
341K
$20.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.22K+ 1.14% |
$265K - $293K
|
464K
$28.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
4.38K+ 26.64% |
$222K - $245K
|
20.8K
$1.27M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.25KNew |
$215K - $238K
|
4.25K
$258K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.19K+ 5.61% |
$213K - $235K
|
78.9K
$4.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
4.14KNew |
$210K - $232K
|
4.14K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.13K+ 5.83% |
$209K - $231K
|
75K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.13KNew |
$209K - $231K
|
4.13K
$251K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.01KNew |
$203K - $225K
|
4.01K
$244K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.66K+ 0.89% |
$186K - $205K
|
413K
$25.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.64KNew |
$185K - $204K
|
3.64K
$222K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.5K+ 1.58% |
$177K - $196K
|
225K
$13.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.1K+ 0.71% |
$157K - $174K
|
437K
$26.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.67K+ 1.98% |
$136K - $150K
|
138K
$8.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.05K+ 5.56% |
$104K - $115K
|
38.9K
$2.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.02K+ 1.43% |
$103K - $114K
|
144K
$8.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.03K+ 8.8% |
$52.4K - $57.9K
|
12.8K
$778K
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
981+ 0.89% |
$49.8K - $55K
|
111K
$6.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
889+ 0.75% |
$45.1K - $49.9K
|
120K
$7.31M
|