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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.25K- 6.44% |
$51.8K - $60.5K
|
18.1K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.25K- 52.03% |
$52K - $60.8K
|
1.16K
$70.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.85K- 30.55% |
$76.7K - $89.6K
|
4.2K
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 0.19% |
$83.6K - $97.6K
|
1.07M
$65.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.14K- 1.97% |
$88.9K - $104K
|
106K
$6.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.34K- 2.05% |
$139K - $162K
|
159K
$9.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.53K- 4.85% |
$146K - $171K
|
69.1K
$4.21M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.69K- 1.6% |
$153K - $179K
|
227K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-4.05K- 5.34% |
$168K - $196K
|
71.8K
$4.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.25K- 25.74% |
$176K - $206K
|
12.2K
$746K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4.4K- 29.57% |
$182K - $213K
|
10.5K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.79K- 16.57% |
$199K - $232K
|
24.1K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-4.87K- 5.61% |
$202K - $236K
|
81.9K
$4.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.1K- 9.09% |
$212K - $247K
|
51K
$3.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-5.97K- 5.63% |
$248K - $290K
|
100K
$6.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.97K- 86.76% |
$289K - $338K
|
1.06K
$64.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.88K- 3.56% |
$368K - $430K
|
240K
$14.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-11.6K- 9.59% |
$481K - $562K
|
109K
$6.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-12.2K- 20.03% |
$505K - $590K
|
48.6K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.3K- 3.55% |
$678K - $792K
|
445K
$27.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-17.3K- 2.22% |
$718K - $839K
|
761K
$46.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.4K- 16.83% |
$722K - $843K
|
85.9K
$5.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.4K- 4.83% |
$845K - $987K
|
401K
$24.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-23.1K- 12.04% |
$961K - $1.12M
|
169K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-23.5K- 6.1% |
$976K - $1.14M
|
362K
$22M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28K- 4.59% |
$1.16M - $1.36M
|
584K
$35.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-32.1K- 21.09% |
$1.33M - $1.56M
|
120K
$7.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-123K- 2.83% |
$5.11M - $5.97M
|
4.23M
$257M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-182K- 21.38% |
$7.56M - $8.83M
|
670K
$40.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-414K- 84.87% |
$17.2M - $20.1M
|
73.8K
$4.5M
|