Latest Institutional Purchases of Ishares Tr (LRGF)
This list provides information on the latest institutional transactions involving Ishares Tr (LRGF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
557KNew |
$22.6M - $24.8M
|
557K
$32M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
809New |
$32.8K - $36K
|
809
$46.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
447New |
$18.1K - $19.9K
|
447
$25.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
120New |
$4.87K - $5.35K
|
120
$6.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$40.6 - $44.6
|
7.55K
$434K
|
|
| 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
$32.5M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
40.7K+ 7.76% |
$1.57M - $1.73M
|
565K
$32.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
5.12KNew |
$198K - $218K
|
5.12K
$295K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4.99KNew |
$192K - $212K
|
4.99K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5KNew |
$57.7K - $63.7K
|
1.5K
$86.1K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
300+ 1.67% |
$11.6K - $12.8K
|
18.3K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
31New |
$1.2K - $1.32K
|
31
$1.78K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$733 - $808
|
19
$1.09K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13New |
$502 - $553
|
13
$748
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.31% |
$38.6 - $42.6
|
319
$18.4K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
7.96KNew |
$289K - $330K
|
7.96K
$458K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
6.74K+ 26.95% |
$245K - $280K
|
31.7K
$1.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6.21KNew |
$225K - $258K
|
6.21K
$357K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
427New |
$15.5K - $17.7K
|
427
$24.6K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
295New |
$10.7K - $12.2K
|
295
$17K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
261KNew |
$9.47M - $11.4M
|
261K
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
21.4K+ 105.44% |
$775K - $930K
|
41.7K
$2.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
16.4K+ 91.13% |
$595K - $714K
|
34.5K
$1.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7.94KNew |
$287K - $345K
|
7.94K
$457K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5.16KNew |
$187K - $224K
|
5.16K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
711+ 7.19% |
$25.8K - $30.9K
|
10.6K
$610K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
420New |
$15.2K - $18.3K
|
420
$24.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
66New |
$2.39K - $2.87K
|
66
$3.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56New |
$2.03K - $2.43K
|
56
$3.22K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
12+ 0.2% |
$435 - $522
|
6.12K
$352K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.6% |
$36.2 - $43.5
|
169
$9.72K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
169KNew |
$6.18M - $7.57M
|
169K
$9.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
10.5KNew |
$386K - $473K
|
10.5K
$607K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.56KNew |
$240K - $294K
|
6.56K
$378K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.09KNew |
$76.5K - $93.6K
|
2.09K
$120K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
287+ 19.75% |
$10.5K - $12.9K
|
1.74K
$100K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
97New |
$3.55K - $4.35K
|
97
$5.58K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3+ 0.45% |
$110 - $135
|
667
$38.4K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$454K - $510K
|
10.9K
$627K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
309New |
$12.9K - $14.5K
|
309
$17.8K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
130New |
$5.41K - $6.08K
|
130
$7.48K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
93New |
$3.87K - $4.35K
|
93
$5.35K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
17.7KNew |
$747K - $830K
|
17.7K
$1.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.81KNew |
$329K - $365K
|
7.81K
$449K
|
|
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
4.89KNew |
$206K - $229K
|
4.89K
$281K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
210New |
$8.84K - $9.83K
|
210
$12.1K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
27.9KNew |
$1.17M - $1.26M
|
27.9K
$1.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
23New |
$969 - $1.04K
|
23
$1.32K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.24KNew |
$106K - $122K
|
3.24K
$186K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
68+ 53.54% |
$2.11K - $2.38K
|
195
$11.2K
|
|