Purchases and Sales Made in Q4 2021 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
BUY
|
- |
722+ 11.71% |
$30.4K - $33.8K
|
6.89K
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
372+ 106.9% |
$15.7K - $17.4K
|
720
$43.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
358+ 6.23% |
$15.1K - $16.8K
|
6.11K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
223+ 1.85% |
$9.39K - $10.4K
|
12.3K
$747K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
210New |
$8.84K - $9.83K
|
210
$12.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
161+ 0.5% |
$6.78K - $7.53K
|
32.4K
$1.97M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
157+ 1.96% |
$6.61K - $7.35K
|
8.17K
$497K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
129New |
$5.43K - $6.04K
|
129
$7.85K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
96+ 0.23% |
$4.04K - $4.49K
|
41.4K
$2.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
89+ 0.6% |
$3.75K - $4.17K
|
15K
$916K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
84+ 1.3% |
$3.54K - $3.93K
|
6.54K
$398K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82+ 1.95% |
$3.45K - $3.84K
|
4.28K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
28New |
$1.18K - $1.31K
|
28
$1.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
23+ 0.4% |
$968 - $1.08K
|
5.8K
$353K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 3.71% |
$842 - $936
|
559
$34K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8+ 0.12% |
$337 - $374
|
6.68K
$407K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6+ 0.06% |
$253 - $281
|
9.94K
$605K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5+ 0.76% |
$210 - $234
|
662
$40.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.02% |
$84.2 - $93.6
|
9.47K
$577K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.04% |
$84.2 - $93.6
|
5.67K
$345K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-140- 1.01% |
$5.89K - $6.55K
|
13.7K
$836K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-196- 0.28% |
$8.25K - $9.17K
|
70.2K
$4.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-225Closed |
$9.47K - $10.5K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-278- 0.52% |
$11.7K - $13K
|
53.3K
$3.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-281- 0.22% |
$11.8K - $13.2K
|
127K
$7.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-300Closed |
$12.6K - $14K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-383- 0.34% |
$16.1K - $17.9K
|
111K
$6.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-387- 0.17% |
$16.3K - $18.1K
|
227K
$13.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-484- 1.79% |
$20.4K - $22.7K
|
26.5K
$1.61M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-496- 4.0% |
$20.9K - $23.2K
|
11.9K
$724K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-565- 0.79% |
$23.8K - $26.4K
|
70.8K
$4.31M
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
SELL
|
- |
-583- 0.3% |
$24.5K - $27.3K
|
194K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-602- 6.82% |
$25.3K - $28.2K
|
8.22K
$500K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-710- 0.59% |
$29.9K - $33.2K
|
120K
$7.31M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-712Closed |
$30K - $33.3K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-720- 3.47% |
$30.3K - $33.7K
|
20K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-731- 0.45% |
$30.8K - $34.2K
|
164K
$9.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-1.15K- 3.94% |
$48.4K - $53.8K
|
28K
$1.71M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.4K- 90.3% |
$58.8K - $65.4K
|
150
$9.13K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
SELL
|
- |
-1.61K- 0.81% |
$67.6K - $75.1K
|
196K
$12M
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.63K- 0.79% |
$68.7K - $76.4K
|
204K
$12.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.63K- 19.42% |
$68.7K - $76.4K
|
6.77K
$412K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.69K- 0.94% |
$71.2K - $79.2K
|
178K
$10.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-1.98K- 3.6% |
$83.4K - $92.8K
|
53.1K
$3.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-2K- 7.76% |
$84.2K - $93.6K
|
23.8K
$1.45M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.18K- 99.73% |
$91.8K - $102K
|
6
$365
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.28K- 1.27% |
$95.9K - $107K
|
177K
$10.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.4K- 32.88% |
$101K - $112K
|
4.9K
$298K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-2.85K- 16.05% |
$120K - $134K
|
14.9K
$909K
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3.01K- 20.23% |
$127K - $141K
|
11.9K
$723K
|