Purchases and Sales Made in Q4 2022 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q4 2022. 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 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.95K+ 21.53% |
$71K - $81.1K
|
11K
$671K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.9K+ 33.69% |
$69K - $78.9K
|
7.54K
$459K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.86KNew |
$67.4K - $77K
|
1.86K
$113K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.74K+ 1450.0% |
$63.2K - $72.2K
|
1.86K
$113K
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.64K+ 0.84% |
$59.6K - $68.1K
|
198K
$12M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.15K+ 0.98% |
$41.8K - $47.7K
|
119K
$7.23M
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.1K+ 1.13% |
$40K - $45.7K
|
98.3K
$5.99M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.05KNew |
$38.1K - $43.6K
|
1.05K
$63.9K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
977+ 4.78% |
$35.5K - $40.5K
|
21.4K
$1.31M
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
520+ 0.48% |
$18.9K - $21.6K
|
109K
$6.65M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
465+ 2.66% |
$16.9K - $19.3K
|
17.9K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
427New |
$15.5K - $17.7K
|
427
$26K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
318New |
$11.5K - $13.2K
|
318
$19.4K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
295New |
$10.7K - $12.2K
|
295
$18K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
200+ 2.1% |
$7.26K - $8.3K
|
9.74K
$593K
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
164+ 1.2% |
$5.96K - $6.81K
|
13.9K
$844K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
98+ 15.71% |
$3.56K - $4.07K
|
722
$44K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
85New |
$3.09K - $3.53K
|
85
$5.17K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
84+ 0.45% |
$3.05K - $3.49K
|
18.7K
$1.14M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
60+ 0.45% |
$2.18K - $2.49K
|
13.4K
$815K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 1.0% |
$799 - $913
|
2.22K
$135K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
20+ 0.99% |
$726 - $830
|
2.05K
$125K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7+ 0.07% |
$254 - $291
|
9.97K
$607K
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3+ 0.05% |
$109 - $125
|
5.68K
$346K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$72.6 - $83
|
11.9K
$727K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.02% |
$36.3 - $41.5
|
4.2K
$256K
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3- 0.04% |
$109 - $125
|
7.17K
$437K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-44- 0.4% |
$1.6K - $1.83K
|
11.1K
$673K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-59- 0.85% |
$2.14K - $2.45K
|
6.91K
$421K
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-61- 0.45% |
$2.22K - $2.53K
|
13.4K
$813K
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-88- 1.44% |
$3.2K - $3.65K
|
6.02K
$366K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-127- 2.63% |
$4.61K - $5.27K
|
4.71K
$287K
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-175- 1.3% |
$6.36K - $7.26K
|
13.3K
$810K
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-189- 0.45% |
$6.86K - $7.84K
|
41.6K
$2.54M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-244- 2.1% |
$8.86K - $10.1K
|
11.4K
$692K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-260- 2.04% |
$9.44K - $10.8K
|
12.5K
$760K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-281- 12.89% |
$10.2K - $11.7K
|
1.9K
$116K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-296- 1.75% |
$10.8K - $12.3K
|
16.6K
$1.01M
|
|
Jan 30, 2023
Q4 2022
|
Family Capital Trust CO
|
SELL
|
- |
-367- 0.19% |
$13.3K - $15.2K
|
190K
$11.6M
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-396- 3.93% |
$14.4K - $16.4K
|
9.68K
$589K
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-521- 0.42% |
$18.9K - $21.6K
|
124K
$7.56M
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.04K- 4.82% |
$37.9K - $43.3K
|
20.6K
$1.25M
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.12K- 0.55% |
$40.8K - $46.6K
|
204K
$12.4M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.21K- 5.57% |
$44K - $50.3K
|
20.5K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.26K- 9.64% |
$45.7K - $52.2K
|
11.8K
$718K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 19.37% |
$48.9K - $55.8K
|
5.6K
$341K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.37K- 25.99% |
$49.7K - $56.8K
|
3.9K
$237K
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.46K- 14.14% |
$52.8K - $60.4K
|
8.83K
$538K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.48K- 13.99% |
$53.6K - $61.3K
|
9.08K
$552K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.49K- 3.34% |
$53.9K - $61.6K
|
42.9K
$2.61M
|