Purchases and Sales Made in Q4 2023 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
763+ 0.56% |
$31.7K - $37K
|
138K
$8.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
664+ 0.67% |
$27.6K - $32.2K
|
99.6K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
634+ 1.68% |
$26.3K - $30.7K
|
38.4K
$2.34M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
607+ 4.28% |
$25.2K - $29.4K
|
14.8K
$901K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
548+ 3.67% |
$22.7K - $26.6K
|
15.5K
$941K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
529+ 171.2% |
$22K - $25.6K
|
838
$51K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
310+ 0.54% |
$12.9K - $15K
|
57.2K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300+ 16.02% |
$12.5K - $14.5K
|
2.17K
$132K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
199+ 49.75% |
$8.26K - $9.65K
|
599
$36.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
160+ 0.62% |
$6.64K - $7.76K
|
25.8K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
83+ 0.52% |
$3.44K - $4.02K
|
16.1K
$977K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
82+ 0.98% |
$3.4K - $3.97K
|
8.42K
$512K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 15.86% |
$3.11K - $3.64K
|
548
$33.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
74+ 0.67% |
$3.07K - $3.59K
|
11.2K
$682K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
67+ 0.38% |
$2.78K - $3.25K
|
17.7K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
57+ 0.44% |
$2.37K - $2.76K
|
13K
$789K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
25New |
$1.04K - $1.21K
|
25
$1.52K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21New |
$872 - $1.02K
|
21
$1.28K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 0.85% |
$789 - $921
|
2.26K
$138K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6+ 0.09% |
$249 - $291
|
6.47K
$394K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.05% |
$208 - $242
|
11K
$672K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.2% |
$166 - $194
|
2.03K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.16% |
$83 - $96.9
|
1.28K
$77.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-9- 0.09% |
$374 - $436
|
10K
$610K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-16- 0.18% |
$664 - $776
|
8.69K
$529K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
SELL
|
- |
-25- 0.01% |
$1.04K - $1.21K
|
185K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-27- 0.45% |
$1.12K - $1.31K
|
6.01K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-47- 0.29% |
$1.95K - $2.28K
|
16.3K
$994K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-61- 0.06% |
$2.53K - $2.96K
|
95K
$5.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-84- 0.85% |
$3.49K - $4.07K
|
9.75K
$593K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-91- 1.6% |
$3.78K - $4.41K
|
5.59K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-140- 3.54% |
$5.81K - $6.79K
|
3.82K
$232K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-145- 0.79% |
$6.02K - $7.03K
|
18.2K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-198- 1.17% |
$8.22K - $9.6K
|
16.8K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-201- 1.01% |
$8.34K - $9.74K
|
19.8K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-247- 5.14% |
$10.3K - $12K
|
4.56K
$277K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-251- 74.26% |
$10.4K - $12.2K
|
87
$5.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-260- 2.25% |
$10.8K - $12.6K
|
11.3K
$689K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-265- 3.12% |
$11K - $12.8K
|
8.23K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-369- 6.77% |
$15.3K - $17.9K
|
5.08K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-413- 10.93% |
$17.1K - $20K
|
3.37K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-510- 9.83% |
$21.2K - $24.7K
|
4.68K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-537- 0.66% |
$22.3K - $26K
|
80.4K
$4.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-740- 38.8% |
$30.7K - $35.9K
|
1.17K
$71K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-741- 1.44% |
$30.8K - $35.9K
|
50.9K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-776- 8.64% |
$32.2K - $37.6K
|
8.2K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-926- 2.54% |
$38.4K - $44.9K
|
35.6K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-952- 6.55% |
$39.5K - $46.1K
|
13.6K
$827K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-997- 44.97% |
$41.4K - $48.3K
|
1.22K
$74.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.23K- 8.73% |
$51K - $59.5K
|
12.8K
$782K
|