Purchases and Sales Made in Q4 2025 in Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
80.5K+ 34.74% |
$5.42M - $5.71M
|
312K
$21.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
76.6K+ 2.2% |
$5.16M - $5.43M
|
3.56M
$245M
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
41.2K+ 23.8% |
$2.77M - $2.92M
|
214K
$14.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40.9K+ 1.65% |
$2.76M - $2.9M
|
2.53M
$174M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
37.3KNew |
$2.51M - $2.64M
|
37.3K
$2.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
7.18K+ 2.01% |
$484K - $509K
|
365K
$25.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.63K+ 2.73% |
$379K - $399K
|
211K
$14.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.21K+ 1.67% |
$216K - $227K
|
195K
$13.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.71K+ 3.37% |
$183K - $192K
|
83.3K
$5.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.45K+ 31.29% |
$165K - $173K
|
10.3K
$706K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.15K+ 0.6% |
$145K - $152K
|
358K
$24.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.01K+ 0.31% |
$135K - $142K
|
655K
$45.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.6K+ 2.45% |
$108K - $113K
|
67.1K
$4.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.36K+ 1.35% |
$91.5K - $96.3K
|
102K
$7.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.27KNew |
$85.3K - $89.7K
|
1.27K
$87.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.26K+ 16.47% |
$84.9K - $89.3K
|
8.92K
$613K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
362New |
$24.4K - $25.6K
|
362
$24.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
285New |
$19.2K - $20.2K
|
285
$19.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
235+ 4.31% |
$15.8K - $16.6K
|
5.68K
$391K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
38+ 0.15% |
$2.56K - $2.69K
|
26.1K
$1.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10New |
$673 - $709
|
10
$688
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$67.3 - $70.9
|
4.01K
$276K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.31% |
$67.3 - $70.9
|
319
$21.9K
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$67.3 - $70.9
|
10.5K
$720K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-32- 2.84% |
$2.15K - $2.27K
|
1.1K
$75.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-212- 0.61% |
$14.3K - $15K
|
34.5K
$2.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-344- 2.75% |
$23.2K - $24.4K
|
12.2K
$837K
|
|
|
Jan 21, 2026
Q4 2025
|
Ledyard National Bank
|
SELL
|
- |
-415- 7.14% |
$27.9K - $29.4K
|
5.4K
$371K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-490- 5.15% |
$33K - $34.7K
|
9.03K
$621K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-509- 3.95% |
$34.3K - $36.1K
|
12.4K
$851K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-635- 1.3% |
$42.8K - $45K
|
48.4K
$3.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
SELL
|
- |
-860- 13.58% |
$57.9K - $60.9K
|
5.47K
$377K
|
|
|
Jan 21, 2026
Q4 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-984- 19.35% |
$66.3K - $69.7K
|
4.1K
$282K
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.16K- 5.07% |
$77.8K - $81.9K
|
21.6K
$1.49M
|
|
|
Jan 22, 2026
Q4 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 4.16% |
$89.3K - $93.9K
|
30.6K
$2.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-1.43K- 1.26% |
$96.1K - $101K
|
112K
$7.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.62K- 4.76% |
$581K - $611K
|
172K
$11.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
SELL
|
- |
-77.8K- 91.2% |
$5.24M - $5.51M
|
7.5K
$516K
|
|