Purchases and Sales Made in Q3 2024 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
516KNew |
$27.3M - $30.4M
|
516K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
228K+ 155.32% |
$12.1M - $13.4M
|
375K
$22.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
167K+ 53.06% |
$8.85M - $9.83M
|
483K
$29.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
133KNew |
$7.03M - $7.81M
|
133K
$8.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
118K+ 19.29% |
$6.25M - $6.95M
|
731K
$44.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
61.7K+ 1.92% |
$3.26M - $3.63M
|
3.27M
$199M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
57.8K+ 3.94% |
$3.06M - $3.4M
|
1.53M
$92.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.1KNew |
$2.7M - $3M
|
51.1K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.1K+ 124.93% |
$2.28M - $2.53M
|
77.5K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
37.1K+ 579.96% |
$1.96M - $2.18M
|
43.5K
$2.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.7K+ 10.18% |
$1.89M - $2.1M
|
386K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
32.4K+ 29.45% |
$1.71M - $1.9M
|
142K
$8.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
29.4K+ 1.97% |
$1.56M - $1.73M
|
1.52M
$92.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.1K+ 4.43% |
$1.49M - $1.65M
|
663K
$40.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
20.6K+ 3.37% |
$1.09M - $1.21M
|
633K
$38.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.4K+ 19.08% |
$1.03M - $1.14M
|
121K
$7.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 15.32% |
$1.01M - $1.12M
|
144K
$8.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.8K+ 128.0% |
$995K - $1.11M
|
33.5K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.9K+ 1.76% |
$944K - $1.05M
|
1.03M
$62.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
17.6K+ 16.48% |
$928K - $1.03M
|
124K
$7.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
15.9K+ 157.11% |
$842K - $936K
|
26.1K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.8K+ 40.08% |
$781K - $868K
|
51.6K
$3.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 72.09% |
$690K - $767K
|
31.1K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
11.6K+ 14.88% |
$614K - $683K
|
89.7K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.22KNew |
$488K - $542K
|
9.22K
$561K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
7.14K+ 4.97% |
$378K - $420K
|
151K
$9.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.75KNew |
$304K - $338K
|
5.75K
$350K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.72K+ 1.27% |
$302K - $336K
|
457K
$27.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.68KNew |
$300K - $334K
|
5.68K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.45KNew |
$288K - $320K
|
5.45K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.59K+ 11.56% |
$243K - $270K
|
44.3K
$2.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.36KNew |
$231K - $256K
|
4.36K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.58K+ 3.22% |
$189K - $210K
|
115K
$6.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.33K+ 7.58% |
$176K - $196K
|
47.2K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.16K+ 2.11% |
$167K - $186K
|
153K
$9.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.91K+ 21.62% |
$154K - $171K
|
16.3K
$995K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.7K+ 24.11% |
$143K - $159K
|
13.9K
$846K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.49K+ 1.09% |
$131K - $146K
|
231K
$14.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.28K+ 14.5% |
$120K - $134K
|
18K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2.14K+ 10.27% |
$113K - $126K
|
22.9K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
2.12KNew |
$112K - $124K
|
2.12K
$129K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2K+ 58.95% |
$106K - $118K
|
5.4K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.92K+ 17.18% |
$102K - $113K
|
13.1K
$797K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.63K+ 44.7% |
$86.1K - $95.7K
|
5.27K
$321K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.42KNew |
$75.3K - $83.6K
|
1.42K
$86.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
780+ 1.29% |
$41.3K - $45.8K
|
61.2K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
500New |
$26.4K - $29.4K
|
500
$30.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
433+ 10.81% |
$22.9K - $25.4K
|
4.44K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
390+ 661.02% |
$20.6K - $22.9K
|
449
$27.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
282+ 0.28% |
$14.9K - $16.6K
|
99.9K
$6.08M
|