Purchases and Sales Made in Q4 2024 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
852K+ 128.53% |
$49.6M - $53.9M
|
1.51M
$94.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
376K+ 51.45% |
$21.9M - $23.8M
|
1.11M
$69.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 32.33% |
$9.52M - $10.3M
|
669K
$41.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
150KNew |
$8.72M - $9.46M
|
150K
$9.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
138K+ 28.54% |
$8.02M - $8.71M
|
620K
$38.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126KNew |
$7.36M - $7.99M
|
126K
$7.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
79.4K+ 2.43% |
$4.63M - $5.03M
|
3.35M
$209M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
71.8K+ 607.91% |
$4.18M - $4.54M
|
83.7K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
65K+ 704.92% |
$3.79M - $4.11M
|
74.2K
$4.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
60.1KNew |
$3.5M - $3.8M
|
60.1K
$3.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.2K+ 3.19% |
$3.33M - $3.62M
|
1.85M
$115M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
42.4K+ 6.7% |
$2.47M - $2.68M
|
675K
$42.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
34.2K+ 27.61% |
$1.99M - $2.17M
|
158K
$9.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.2K+ 106.53% |
$1.93M - $2.1M
|
64.3K
$4.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.6K+ 7.92% |
$1.78M - $1.93M
|
417K
$26M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30.1K+ 8.04% |
$1.76M - $1.91M
|
405K
$25.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.4K+ 19.73% |
$1.65M - $1.8M
|
172K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
27.7K+ 17878.06% |
$1.61M - $1.75M
|
27.9K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
23.2KNew |
$1.35M - $1.47M
|
23.2K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
20.5KNew |
$1.19M - $1.3M
|
20.5K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.5K+ 25.12% |
$1.13M - $1.23M
|
97K
$6.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
17.7KNew |
$1.03M - $1.12M
|
17.7K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.5K+ 338.63% |
$963K - $1.05M
|
21.4K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
14K+ 0.92% |
$816K - $886K
|
1.54M
$96.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
13.8K+ 3.64% |
$804K - $874K
|
393K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.9K+ 38.54% |
$752K - $817K
|
46.4K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.9K+ 3708.12% |
$691K - $751K
|
12.2K
$760K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
11.5K+ 810.89% |
$672K - $730K
|
13K
$809K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.5KNew |
$612K - $664K
|
10.5K
$655K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.2K+ 73.38% |
$594K - $645K
|
24.1K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.12KNew |
$473K - $514K
|
8.12K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
8.09K+ 3.5% |
$471K - $511K
|
239K
$14.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.99K+ 5.22% |
$465K - $505K
|
161K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.09KNew |
$413K - $449K
|
7.09K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.84K+ 7.63% |
$398K - $433K
|
96.5K
$6.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
6.78K+ 15.58% |
$395K - $429K
|
50.3K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.27KNew |
$307K - $333K
|
5.27K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.25K+ 11.12% |
$306K - $332K
|
52.5K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4.95KNew |
$288K - $313K
|
4.95K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.74K+ 5.16% |
$276K - $300K
|
96.5K
$6.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.64KNew |
$270K - $293K
|
4.64K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.57K+ 25.89% |
$266K - $289K
|
22.2K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.45K+ 17.08% |
$259K - $282K
|
30.5K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.84KNew |
$224K - $243K
|
3.84K
$240K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3.61K+ 40.18% |
$211K - $229K
|
12.6K
$787K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
3.57K+ 0.78% |
$208K - $226K
|
463K
$28.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
3.41KNew |
$199K - $216K
|
3.41K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.19K+ 2.4% |
$186K - $202K
|
136K
$8.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.01K+ 3.41% |
$175K - $190K
|
91.3K
$5.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.98K+ 1.97% |
$173K - $188K
|
154K
$9.6M
|