Purchases and Sales Made in Q3 2021 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24+ 0.37% |
$1.01K - $1.08K
|
6.46K
$399K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
23New |
$969 - $1.04K
|
23
$1.42K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7+ 0.11% |
$295 - $316
|
6.67K
$413K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4+ 0.04% |
$169 - $180
|
9.93K
$614K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.03% |
$84.3 - $90.2
|
5.77K
$357K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-171- 2.86% |
$7.21K - $7.71K
|
5.81K
$359K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-299- 2.42% |
$12.6K - $13.5K
|
12.1K
$745K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-351- 1.08% |
$14.8K - $15.8K
|
32.2K
$1.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-425- 65.38% |
$17.9K - $19.2K
|
225
$13.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-443Closed |
$18.7K - $20K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Family Capital Trust CO
|
SELL
|
- |
-541- 0.28% |
$22.8K - $24.4K
|
195K
$12.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-573- 13.56% |
$24.1K - $25.8K
|
3.65K
$226K
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
SELL
|
- |
-584- 4.04% |
$24.6K - $26.3K
|
13.9K
$859K
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-669- 10.42% |
$28.2K - $30.2K
|
5.75K
$355K
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-834- 0.69% |
$35.1K - $37.6K
|
121K
$7.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-896- 1.18% |
$37.8K - $40.4K
|
75.3K
$4.66M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-902- 1.66% |
$38K - $40.7K
|
53.6K
$3.31M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-980Closed |
$41.3K - $44.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 12.77% |
$54.4K - $58.2K
|
8.82K
$545K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.4K- 90.3% |
$58.9K - $63K
|
150
$9.27K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.55KClosed |
$65.4K - $70K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.56K- 3.45% |
$65.7K - $70.4K
|
43.6K
$2.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.7K- 15.25% |
$71.6K - $76.7K
|
9.45K
$584K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2K- 1.2% |
$84.2K - $90.2K
|
164K
$10.2M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.09K- 4.15% |
$130K - $139K
|
71.4K
$4.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.13K- 1.71% |
$132K - $141K
|
180K
$11.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.83K- 0.98% |
$161K - $173K
|
386K
$23.8M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.91K- 5.24% |
$165K - $176K
|
70.7K
$4.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.7KClosed |
$198K - $212K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.1K- 1.64% |
$215K - $230K
|
306K
$18.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.66K- 3.14% |
$238K - $255K
|
175K
$10.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.79KClosed |
$286K - $306K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.1K- 25.49% |
$299K - $320K
|
20.8K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.41K- 4.98% |
$397K - $425K
|
180K
$11.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-9.55K- 8.51% |
$403K - $431K
|
103K
$6.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-11.9K- 10.08% |
$500K - $535K
|
106K
$6.54M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.7KClosed |
$537K - $575K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.4K- 35.26% |
$605K - $648K
|
26.4K
$1.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.8K- 9.96% |
$625K - $669K
|
134K
$8.29M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-16.9K- 8.74% |
$710K - $760K
|
176K
$10.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-17.5K- 7.86% |
$739K - $791K
|
206K
$12.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-20.1K- 15.9% |
$847K - $906K
|
106K
$6.57M
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-20.7KClosed |
$870K - $931K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-26.5K- 3.25% |
$1.12M - $1.2M
|
789K
$48.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33K- 17.93% |
$1.39M - $1.49M
|
151K
$9.34M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-34.2K- 47.96% |
$1.44M - $1.54M
|
37.1K
$2.29M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.8K- 65.91% |
$1.55M - $1.66M
|
19K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.4KClosed |
$1.75M - $1.87M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-44.8K- 4.2% |
$1.89M - $2.02M
|
1.02M
$63.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-137K- 3.0% |
$5.79M - $6.2M
|
4.45M
$275M
|