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 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.73K+ 0.26% |
$159K - $173K
|
1.03M
$64.6M
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2.66KNew |
$155K - $169K
|
2.66K
$166K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.66K+ 3.78% |
$155K - $169K
|
73.1K
$4.56M
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.52K+ 0.75% |
$147K - $159K
|
338K
$21.1M
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.36K+ 14.46% |
$138K - $149K
|
18.7K
$1.17M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.3K+ 34.04% |
$134K - $145K
|
9.06K
$565K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.29K+ 2.5% |
$134K - $145K
|
94K
$5.86M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.89K+ 35.92% |
$110K - $120K
|
7.16K
$447K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.61K+ 3.26% |
$93.8K - $102K
|
51.1K
$3.19M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.56KNew |
$90.9K - $98.7K
|
1.56K
$97.4K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.37K+ 1205.26% |
$80K - $86.9K
|
1.49K
$92.8K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.15K+ 2.95% |
$67.1K - $72.9K
|
40.2K
$2.51M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.06K+ 5.28% |
$61.7K - $67K
|
21.1K
$1.32M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 1.7% |
$60.6K - $65.8K
|
62.3K
$3.88M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1K+ 1.47% |
$58.4K - $63.4K
|
69.1K
$4.31M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
567+ 10.13% |
$33K - $35.9K
|
6.16K
$385K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
544+ 9.47% |
$31.7K - $34.4K
|
6.29K
$392K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
500New |
$29.1K - $31.6K
|
500
$31.2K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
452New |
$26.3K - $28.6K
|
452
$28.2K
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
445+ 0.09% |
$25.9K - $28.2K
|
517K
$32.2M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
405+ 10.33% |
$23.6K - $25.6K
|
4.33K
$270K
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
366New |
$21.3K - $23.2K
|
366
$22.8K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
359New |
$20.9K - $22.7K
|
359
$22.4K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
342New |
$19.9K - $21.6K
|
342
$21.3K
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
333+ 2.54% |
$19.4K - $21.1K
|
13.4K
$838K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
329New |
$19.2K - $20.8K
|
329
$20.5K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
319New |
$18.6K - $20.2K
|
319
$19.9K
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
259+ 0.26% |
$15.1K - $16.4K
|
100K
$6.25M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
256+ 5.77% |
$14.9K - $16.2K
|
4.7K
$293K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
204+ 0.92% |
$11.9K - $12.9K
|
22.5K
$1.4M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
179+ 0.66% |
$10.4K - $11.3K
|
27.3K
$1.71M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
163+ 4.09% |
$9.49K - $10.3K
|
4.15K
$259K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
163New |
$9.49K - $10.3K
|
163
$10.2K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
50New |
$2.91K - $3.16K
|
50
$3.12K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
38New |
$2.21K - $2.4K
|
38
$2.37K
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
35+ 0.12% |
$2.04K - $2.21K
|
29.4K
$1.84M
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
30+ 0.34% |
$1.75K - $1.9K
|
8.8K
$549K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
20+ 0.35% |
$1.17K - $1.27K
|
5.79K
$361K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15+ 0.18% |
$874 - $949
|
8.22K
$513K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15New |
$874 - $949
|
15
$936
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.35% |
$466 - $506
|
2.29K
$143K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$350 - $380
|
2.35K
$146K
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.03% |
$117 - $127
|
6.48K
$404K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.13% |
$58.3 - $63.3
|
767
$47.9K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-49- 0.57% |
$2.85K - $3.1K
|
8.54K
$533K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-59- 8.37% |
$3.44K - $3.73K
|
646
$40.3K
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-76- 1.33% |
$4.43K - $4.81K
|
5.65K
$352K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-83- 23.92% |
$4.83K - $5.25K
|
264
$16.5K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-84- 0.5% |
$4.89K - $5.31K
|
16.8K
$1.05M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-93- 7.4% |
$5.42K - $5.88K
|
1.16K
$72.6K
|