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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.31% |
$38.6 - $42.6
|
319
$21.9K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13New |
$502 - $553
|
13
$894
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-158- 2.29% |
$6.1K - $6.72K
|
6.76K
$465K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
300+ 1.67% |
$11.6K - $12.8K
|
18.3K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-8.27K- 43.82% |
$319K - $352K
|
10.6K
$730K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
40.7K+ 7.76% |
$1.57M - $1.73M
|
565K
$38.8M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-559- 30.13% |
$21.6K - $23.8K
|
1.3K
$89.2K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4.99KNew |
$192K - $212K
|
4.99K
$343K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-970- 13.75% |
$37.4K - $41.3K
|
6.08K
$419K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$733 - $808
|
19
$1.31K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-408- 53.83% |
$15.7K - $17.4K
|
350
$24.1K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
6.74K+ 26.95% |
$245K - $280K
|
31.7K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.68K- 6.07% |
$134K - $153K
|
57K
$3.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.2KClosed |
$298K - $340K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
7.96KNew |
$289K - $330K
|
7.96K
$548K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.26K- 2.51% |
$155K - $177K
|
165K
$11.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6.21KNew |
$225K - $258K
|
6.21K
$427K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.4K- 12.41% |
$414K - $473K
|
80.4K
$5.53M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
21.4K+ 105.44% |
$775K - $930K
|
41.7K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
711+ 7.19% |
$25.8K - $30.9K
|
10.6K
$729K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
66New |
$2.39K - $2.87K
|
66
$4.54K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7.94KNew |
$287K - $345K
|
7.94K
$546K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-159- 6.59% |
$5.76K - $6.91K
|
2.25K
$155K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
261KNew |
$9.47M - $11.4M
|
261K
$18M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-119- 66.85% |
$4.31K - $5.17K
|
59
$4.06K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
16.4K+ 91.13% |
$595K - $714K
|
34.5K
$2.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56New |
$2.03K - $2.43K
|
56
$3.85K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
420New |
$15.2K - $18.3K
|
420
$28.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-4.13K- 2.69% |
$150K - $180K
|
150K
$10.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5.16KNew |
$187K - $224K
|
5.16K
$355K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.6% |
$36.2 - $43.5
|
169
$11.6K
|
|
| Q2 2022 | |||||||
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
287+ 19.75% |
$10.5K - $12.9K
|
1.74K
$120K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6Closed |
$220 - $269
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
10.5KNew |
$386K - $473K
|
10.5K
$725K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-553Closed |
$20.3K - $24.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-129Closed |
$4.72K - $5.78K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
169KNew |
$6.18M - $7.57M
|
169K
$11.6M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-2.75K- 90.69% |
$101K - $123K
|
282
$19.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.56KNew |
$240K - $294K
|
6.56K
$451K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.09KNew |
$76.5K - $93.6K
|
2.09K
$144K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
97New |
$3.55K - $4.35K
|
97
$6.67K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3+ 0.45% |
$110 - $135
|
667
$45.9K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$454K - $510K
|
10.9K
$750K
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-372- 51.67% |
$15.5K - $17.4K
|
348
$23.9K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
130New |
$5.41K - $6.08K
|
130
$8.94K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
93New |
$3.87K - $4.35K
|
93
$6.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
309New |
$12.9K - $14.5K
|
309
$21.3K
|
|
| Q4 2021 | |||||||
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
4.89KNew |
$206K - $229K
|
4.89K
$337K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
210New |
$8.84K - $9.83K
|
210
$14.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-225Closed |
$9.47K - $10.5K
|
0
$0
|
|