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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
780+ 0.84% |
$39.6K - $43.7K
|
93.2K
$5.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
765New |
$38.8K - $42.9K
|
765
$46.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
608+ 2.24% |
$30.9K - $34.1K
|
27.8K
$1.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
492+ 3.24% |
$25K - $27.6K
|
15.7K
$956K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
483+ 11.0% |
$24.5K - $27.1K
|
4.87K
$297K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
481New |
$24.4K - $27K
|
481
$29.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
361New |
$18.3K - $20.2K
|
361
$22K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
359New |
$18.2K - $20.1K
|
359
$21.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
332New |
$16.8K - $18.6K
|
332
$20.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
317+ 2.44% |
$16.1K - $17.8K
|
13.3K
$810K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
205+ 0.21% |
$10.4K - $11.5K
|
99.6K
$6.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
189+ 14.13% |
$9.59K - $10.6K
|
1.53K
$93K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
183+ 0.43% |
$9.29K - $10.3K
|
42.9K
$2.61M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
168New |
$8.53K - $9.42K
|
168
$10.2K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
155New |
$7.87K - $8.69K
|
155
$9.44K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
117+ 1.2% |
$5.94K - $6.56K
|
9.89K
$602K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
92New |
$4.67K - $5.16K
|
92
$5.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
89+ 0.24% |
$4.52K - $4.99K
|
36.9K
$2.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
49New |
$2.49K - $2.75K
|
49
$2.98K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44+ 0.22% |
$2.23K - $2.47K
|
20K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
27+ 0.09% |
$1.37K - $1.51K
|
29.4K
$1.79M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
26+ 0.22% |
$1.32K - $1.46K
|
11.8K
$717K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
24+ 0.28% |
$1.22K - $1.35K
|
8.74K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
21+ 0.12% |
$1.07K - $1.18K
|
17.8K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
20+ 57.14% |
$1.02K - $1.12K
|
55
$3.35K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.26% |
$305 - $336
|
2.27K
$138K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.22% |
$305 - $336
|
2.72K
$166K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4+ 0.1% |
$203 - $224
|
4.21K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.03% |
$102 - $112
|
6.47K
$394K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.04% |
$102 - $112
|
5.6K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$50.8 - $56.1
|
8.21K
$500K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.05% |
$50.8 - $56.1
|
2.04K
$124K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$50.8 - $56.1
|
3.9K
$238K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1- 0.01% |
$50.8 - $56.1
|
7.4K
$451K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17- 0.37% |
$863 - $953
|
4.52K
$275K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-27- 0.27% |
$1.37K - $1.51K
|
10.1K
$617K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-35- 4.72% |
$1.78K - $1.96K
|
707
$43K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50- 1.28% |
$2.54K - $2.8K
|
3.86K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-62- 0.57% |
$3.15K - $3.48K
|
10.7K
$654K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-83- 0.73% |
$4.21K - $4.65K
|
11.3K
$686K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-96- 1.89% |
$4.87K - $5.38K
|
4.99K
$304K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 4.77% |
$5.08K - $5.61K
|
2K
$122K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-109- 0.11% |
$5.53K - $6.11K
|
99.1K
$6.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-119- 3.38% |
$6.04K - $6.67K
|
3.4K
$207K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-127- 2.12% |
$6.45K - $7.12K
|
5.86K
$357K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-168- 19.27% |
$8.53K - $9.42K
|
704
$42.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-193- 1.09% |
$9.79K - $10.8K
|
17.6K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-224- 1.37% |
$11.4K - $12.6K
|
16.2K
$984K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-230- 3.18% |
$11.7K - $12.9K
|
7.01K
$427K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-244- 0.49% |
$12.4K - $13.7K
|
49.3K
$3M
|