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 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-737- 0.22% |
$39K - $43.3K
|
341K
$20.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-773- 42.57% |
$40.9K - $45.4K
|
1.04K
$63.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-916- 13.9% |
$48.4K - $53.8K
|
5.67K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.1K- 28.81% |
$58.2K - $64.6K
|
2.72K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.33K- 1.5% |
$70.2K - $78K
|
87.4K
$5.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-1.49K- 0.34% |
$78.6K - $87.3K
|
435K
$26.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 12.11% |
$79.8K - $88.6K
|
10.9K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.61K- 4.44% |
$85.2K - $94.7K
|
34.7K
$2.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.67K- 3.39% |
$88.4K - $98.2K
|
47.6K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.74K- 1.87% |
$92.2K - $102K
|
91.4K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2K- 0.86% |
$106K - $118K
|
230K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.12K- 3.43% |
$112K - $125K
|
59.8K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.7K- 2.86% |
$143K - $158K
|
91.7K
$5.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.71K- 17.55% |
$143K - $159K
|
12.7K
$775K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3.1K- 3.98% |
$164K - $182K
|
74.8K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.37K- 3.68% |
$178K - $198K
|
88.2K
$5.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.51K- 2.92% |
$186K - $206K
|
117K
$7.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.97K- 1.77% |
$210K - $233K
|
221K
$13.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.16K- 8.39% |
$220K - $245K
|
45.5K
$2.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.43K- 4.46% |
$234K - $260K
|
94.7K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.5K- 6.01% |
$238K - $265K
|
70.5K
$4.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-4.77K- 1.03% |
$252K - $280K
|
460K
$28M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.74K- 1.38% |
$303K - $337K
|
410K
$25M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.02K- 38.65% |
$318K - $354K
|
9.55K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-6.41K- 2.8% |
$339K - $377K
|
222K
$13.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.59K- 58.47% |
$349K - $387K
|
4.68K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.87K- 4.23% |
$416K - $463K
|
178K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-8.01K- 10.16% |
$424K - $471K
|
70.9K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.08K- 2.34% |
$480K - $534K
|
378K
$23M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 56.63% |
$597K - $664K
|
8.65K
$527K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12K- 67.5% |
$634K - $705K
|
5.77K
$351K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.5K- 6.4% |
$1.19M - $1.32M
|
330K
$20.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-23.3K- 6.5% |
$1.23M - $1.37M
|
335K
$20.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-33.7K- 8.16% |
$1.78M - $1.98M
|
379K
$23.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-34.1K- 6.38% |
$1.81M - $2.01M
|
501K
$30.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46.6K- 79.67% |
$2.46M - $2.74M
|
11.9K
$724K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.9K- 2.97% |
$2.9M - $3.23M
|
1.79M
$109M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-55.7K- 45.0% |
$2.95M - $3.27M
|
68.1K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-64.7K- 3.17% |
$3.42M - $3.8M
|
1.98M
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.3K- 11.9% |
$3.61M - $4.01M
|
506K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-76.5K- 3.77% |
$4.04M - $4.49M
|
1.95M
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-92.1K- 2.15% |
$4.87M - $5.41M
|
4.2M
$255M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-160K- 28.21% |
$8.46M - $9.4M
|
407K
$24.8M
|