Purchases and Sales Made in Q3 2023 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
67+ 1.8% |
$2.88K - $3.09K
|
3.78K
$228K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
47+ 2.53% |
$2.02K - $2.17K
|
1.91K
$115K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
47New |
$2.02K - $2.17K
|
47
$2.84K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
9+ 0.23% |
$387 - $415
|
3.96K
$239K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 1.62% |
$904 - $968
|
1.27K
$76.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-61- 0.71% |
$2.62K - $2.81K
|
8.49K
$513K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-62- 0.06% |
$2.67K - $2.86K
|
108K
$6.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-64- 15.92% |
$2.75K - $2.95K
|
338
$20.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-72Closed |
$3.1K - $3.32K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-120- 0.47% |
$5.16K - $5.53K
|
25.6K
$1.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-162- 1.83% |
$6.97K - $7.47K
|
8.71K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-183- 8.9% |
$7.87K - $8.43K
|
1.87K
$113K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-187- 7.78% |
$8.05K - $8.62K
|
2.22K
$134K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-215- 1.64% |
$9.25K - $9.91K
|
12.9K
$779K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-223- 2.02% |
$9.6K - $10.3K
|
10.8K
$653K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-242- 3.86% |
$10.4K - $11.2K
|
6.03K
$364K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-443- 58.91% |
$19.1K - $20.4K
|
309
$18.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-451- 0.52% |
$19.4K - $20.8K
|
86.8K
$5.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-470- 0.37% |
$20.2K - $21.7K
|
127K
$7.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-473- 10.0% |
$20.4K - $21.8K
|
4.26K
$257K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-507- 6.63% |
$21.8K - $23.4K
|
7.14K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-600- 6.7% |
$25.8K - $27.7K
|
8.35K
$504K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-610- 3.47% |
$26.2K - $28.1K
|
17K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-815- 0.35% |
$35.1K - $37.6K
|
231K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-895- 60.68% |
$38.5K - $41.3K
|
580
$35K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.13K- 0.91% |
$48.4K - $51.9K
|
122K
$7.39M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.17K- 7.9% |
$50.3K - $53.9K
|
13.6K
$823K
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-1.39K- 0.74% |
$59.7K - $64K
|
185K
$11.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.47K- 2.55% |
$63.2K - $67.7K
|
56.1K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.6K- 7.58% |
$68.8K - $73.7K
|
19.5K
$1.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.65K- 0.41% |
$70.9K - $76K
|
402K
$24.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.92K- 4.63% |
$82.7K - $88.6K
|
39.6K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.04K- 12.32% |
$87.9K - $94.1K
|
14.5K
$877K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.37K- 4.39% |
$102K - $109K
|
51.6K
$3.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-2.45K- 5.92% |
$105K - $113K
|
38.9K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.49K- 1.51% |
$107K - $115K
|
163K
$9.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.5K- 50.52% |
$108K - $115K
|
2.45K
$148K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.61K- 11.88% |
$112K - $120K
|
19.4K
$1.17M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.62K- 8.31% |
$113K - $121K
|
28.9K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.91K- 24.47% |
$125K - $134K
|
8.98K
$542K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.89K- 5.08% |
$167K - $179K
|
72.7K
$4.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.19K- 2.3% |
$180K - $193K
|
178K
$10.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.41K- 0.41% |
$190K - $203K
|
1.07M
$64.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.78K- 2.67% |
$249K - $266K
|
211K
$12.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-5.86K- 30.67% |
$252K - $270K
|
13.2K
$799K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.46K- 9.62% |
$278K - $298K
|
60.7K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.43K- 1.47% |
$319K - $342K
|
497K
$30M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.13K- 4.06% |
$350K - $375K
|
192K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.2K- 5.11% |
$353K - $378K
|
152K
$9.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.53K- 8.24% |
$367K - $393K
|
95K
$5.74M
|