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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-9.06K- 6.97% |
$390K - $417K
|
121K
$7.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-9.93K- 8.55% |
$427K - $457K
|
106K
$6.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.9K- 1.75% |
$470K - $503K
|
612K
$36.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.4K- 24.57% |
$491K - $526K
|
35K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.3K- 69.13% |
$657K - $704K
|
6.82K
$412K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-15.4K- 76.17% |
$661K - $708K
|
4.8K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.1K- 40.85% |
$691K - $741K
|
23.3K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-19.8K- 20.71% |
$852K - $913K
|
75.8K
$4.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-23.1K- 2.89% |
$995K - $1.07M
|
778K
$46.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.5K- 42.72% |
$1.05M - $1.13M
|
32.9K
$1.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-27.7K- 12.5% |
$1.19M - $1.28M
|
194K
$11.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.9K- 1.36% |
$1.2M - $1.29M
|
2.03M
$122M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-32.7K- 0.75% |
$1.41M - $1.51M
|
4.35M
$263M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-66.7K- 7.26% |
$2.87M - $3.07M
|
852K
$51.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-85.6K- 25.58% |
$3.68M - $3.95M
|
249K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-97.9K- 5.73% |
$4.21M - $4.51M
|
1.61M
$97.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-159K- 33.23% |
$6.84M - $7.32M
|
319K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-206K- 84.53% |
$8.87M - $9.5M
|
37.7K
$2.28M
|