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 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
173+ 0.35% |
$9.15K - $10.2K
|
49.5K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
123+ 1.41% |
$6.51K - $7.23K
|
8.82K
$537K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
120+ 1.42% |
$6.35K - $7.05K
|
8.59K
$523K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
105+ 0.27% |
$5.55K - $6.17K
|
39K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
95New |
$5.02K - $5.58K
|
95
$5.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64+ 0.36% |
$3.38K - $3.76K
|
17.6K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
59+ 107.27% |
$3.12K - $3.47K
|
114
$6.94K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
38+ 0.13% |
$2.01K - $2.23K
|
29.4K
$1.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
37+ 0.31% |
$1.96K - $2.17K
|
11.8K
$719K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
32+ 0.37% |
$1.69K - $1.88K
|
8.77K
$534K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30+ 0.15% |
$1.59K - $1.76K
|
20K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29+ 1.45% |
$1.53K - $1.7K
|
2.03K
$123K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
19+ 0.49% |
$1K - $1.12K
|
3.92K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
17+ 0.17% |
$899 - $999
|
9.91K
$603K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11New |
$582 - $646
|
11
$670
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 0.4% |
$476 - $529
|
2.28K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 0.16% |
$423 - $470
|
4.88K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.29% |
$423 - $470
|
2.73K
$166K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.3% |
$370 - $411
|
2.34K
$142K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6+ 0.0% |
$317 - $353
|
153K
$9.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 0.12% |
$317 - $353
|
5K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3+ 0.05% |
$159 - $176
|
6.48K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.1% |
$106 - $118
|
2.04K
$124K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.04% |
$106 - $118
|
5.6K
$341K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.13% |
$52.9 - $58.8
|
766
$46.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.28% |
$52.9 - $58.8
|
362
$22K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.14% |
$52.9 - $58.8
|
705
$42.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-10- 0.02% |
$529 - $588
|
47.9K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-12- 3.34% |
$635 - $705
|
347
$21.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15- 0.37% |
$793 - $882
|
3.99K
$243K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-19- 1.49% |
$1K - $1.12K
|
1.26K
$76.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-48- 9.14% |
$2.54K - $2.82K
|
477
$29K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-60- 0.47% |
$3.17K - $3.53K
|
12.8K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-84- 2.17% |
$4.44K - $4.94K
|
3.78K
$230K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-126- 0.95% |
$6.66K - $7.41K
|
13.2K
$802K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-140- 2.39% |
$7.4K - $8.23K
|
5.72K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-151- 0.67% |
$7.99K - $8.87K
|
22.3K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-160- 0.99% |
$8.46K - $9.4K
|
16K
$974K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-255- 3.64% |
$13.5K - $15K
|
6.76K
$411K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-260- 5.36% |
$13.8K - $15.3K
|
4.59K
$280K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-345- 48.8% |
$18.2K - $20.3K
|
362
$22K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-388- 0.42% |
$20.5K - $22.8K
|
91.8K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-411- 56.22% |
$21.7K - $24.2K
|
320
$19.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-428- 4.71% |
$22.6K - $25.2K
|
8.65K
$527K
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-475- 0.27% |
$25.1K - $27.9K
|
176K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-486- 0.11% |
$25.7K - $28.6K
|
456K
$27.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-500- 4.8% |
$26.4K - $29.4K
|
9.92K
$604K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-631- 2.27% |
$33.4K - $37.1K
|
27.2K
$1.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-645- 0.54% |
$34.1K - $37.9K
|
119K
$7.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-659- 5.73% |
$34.9K - $38.7K
|
10.8K
$659K
|