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
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-34.5K- 19.37% |
$2.01M - $2.19M
|
144K
$8.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.8K- 12.28% |
$2.44M - $2.65M
|
299K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50.7K- 22.07% |
$2.96M - $3.21M
|
179K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-54.7K- 13.45% |
$3.19M - $3.46M
|
352K
$22M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-82.5K- 16.48% |
$4.81M - $5.22M
|
418K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-115K- 5.9% |
$6.71M - $7.28M
|
1.84M
$115M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-514K- 12.24% |
$29.9M - $32.5M
|
3.68M
$230M
|