Latest Institutional Transactions on Ishares Tr (LRGF)
This table provides information on the latest institutional transactions involving Ishares Tr (LRGF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-12.2K- 20.03% |
$505K - $590K
|
48.6K
$2.91M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.07K+ 0.56% |
$132K - $142K
|
548K
$32.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
7.95KNew |
$342K - $366K
|
7.95K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-895- 60.68% |
$38.5K - $41.3K
|
580
$34.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
439+ 288.82% |
$18.9K - $20.2K
|
591
$35.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-72Closed |
$3.1K - $3.32K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-2.45K- 5.92% |
$105K - $113K
|
38.9K
$2.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
6.66KNew |
$287K - $307K
|
6.66K
$399K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-473- 10.0% |
$20.4K - $21.8K
|
4.26K
$255K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
926New |
$39.8K - $42.7K
|
926
$55.5K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
47New |
$2.02K - $2.17K
|
47
$2.82K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$4.3K - $4.61K
|
100
$6K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
809New |
$32.8K - $36K
|
809
$48.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$40.6 - $44.6
|
7.55K
$453K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
447New |
$18.1K - $19.9K
|
447
$26.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-80- 0.88% |
$3.24K - $3.56K
|
9K
$540K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
557KNew |
$22.6M - $24.8M
|
557K
$33.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
120New |
$4.87K - $5.35K
|
120
$7.2K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
40.7K+ 7.76% |
$1.57M - $1.73M
|
565K
$33.9M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13New |
$502 - $553
|
13
$780
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.31% |
$38.6 - $42.6
|
319
$19.1K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-158- 2.29% |
$6.1K - $6.72K
|
6.76K
$405K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
300+ 1.67% |
$11.6K - $12.8K
|
18.3K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5KNew |
$57.7K - $63.7K
|
1.5K
$89.7K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-8.27K- 43.82% |
$319K - $352K
|
10.6K
$636K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
40.7K+ 7.76% |
$1.57M - $1.73M
|
565K
$33.9M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
31New |
$1.2K - $1.32K
|
31
$1.86K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-559- 30.13% |
$21.6K - $23.8K
|
1.3K
$77.7K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4.99KNew |
$192K - $212K
|
4.99K
$299K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-970- 13.75% |
$37.4K - $41.3K
|
6.08K
$365K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$733 - $808
|
19
$1.14K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-408- 53.83% |
$15.7K - $17.4K
|
350
$21K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
5.12KNew |
$198K - $218K
|
5.12K
$307K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
295New |
$10.7K - $12.2K
|
295
$17.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
6.74K+ 26.95% |
$245K - $280K
|
31.7K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.68K- 6.07% |
$134K - $153K
|
57K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.2KClosed |
$298K - $340K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
427New |
$15.5K - $17.7K
|
427
$25.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
7.96KNew |
$289K - $330K
|
7.96K
$478K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.26K- 2.51% |
$155K - $177K
|
165K
$9.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6.21KNew |
$225K - $258K
|
6.21K
$372K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.4K- 12.41% |
$414K - $473K
|
80.4K
$4.82M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-26.1K- 82.89% |
$949K - $1.08M
|
5.39K
$324K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
21.4K+ 105.44% |
$775K - $930K
|
41.7K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
711+ 7.19% |
$25.8K - $30.9K
|
10.6K
$636K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7.94KNew |
$287K - $345K
|
7.94K
$476K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
66New |
$2.39K - $2.87K
|
66
$3.96K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
12+ 0.2% |
$435 - $522
|
6.12K
$367K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-159- 6.59% |
$5.76K - $6.91K
|
2.25K
$135K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
261KNew |
$9.47M - $11.4M
|
261K
$15.7M
|
|