Who owns Ishares Tr?
- Ticker: LRGF
- CUSIP Number: 46434v282
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Tr this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Alan Leist III | 4.3M | $232M | 2% | Mar 2024 |
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Tolleson Wealth Management | 2.1M | $111M | 10% | Mar 2024 |
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SigFig Wealth Management | 2.0M | $110M | 1% | Mar 2024 |
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Wells Fargo & Company | 1.8M | $96M | 6% | Mar 2024 |
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Plan | 1.4M | $70M | 6% | Dec 2023 |
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Ullmann Financial | 1.4M | $76M | 4% | Mar 2024 |
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Integrated Wealth Concepts | 1.2M | $64M | 69% | Mar 2024 |
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Bsc Private Wealth Management | 1.0M | $56M | -3% | Mar 2024 |
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Stokes Family Office | 769k | $41M | -41% | Mar 2024 |
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Halbert Hargrove Global Advisors | 649k | $35M | 42% | Mar 2024 |
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Jpmorgan Chase & Co | 637k | $34M | 6% | Mar 2024 |
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Phillips Financial Management | 596k | $32M | -11% | Mar 2024 |
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Cardinal Point Capital Management, ULC | 596k | $32M | 4% | Mar 2024 |
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Morgan Stanley | 542k | $29M | -11% | Mar 2024 |
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Colony | 528k | $28M | 0% | Mar 2024 |
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Cora Capital Advisors | 459k | $25M | 4% | Mar 2024 |
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Pettinga Financial Advisors | 434k | $23M | -43% | Mar 2024 |
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Conrad Siegel Investment Advisors | 434k | $23M | 100% | Mar 2024 |
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ShoreHaven Wealth Partners | 430k | $23M | -1% | Mar 2024 |
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Ewa | 409k | $22M | 100% | Mar 2024 |
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Bank of America Corporation | 391k | $21M | -12% | Mar 2024 |
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Beirne Wealth Consulting Services | 364k | $20M | 1% | Mar 2024 |
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Wealth Enhancement Advisory Services | 364k | $20M | -9% | Mar 2024 |
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Change Path | 352k | $17M | 10% | Dec 2023 |
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Commonwealth Equity Services | 336k | $18M | 86% | Mar 2024 |
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Envestnet Asset Management | 317k | $17M | 2079% | Mar 2024 |
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HighTower Advisors | 232k | $13M | 2% | Mar 2024 |
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Foster & Motley | 221k | $12M | 0% | Mar 2024 |
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Acropolis Investment Management | 212k | $11M | 8% | Mar 2024 |
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Wade Financial Advisory | 202k | $9.7M | 4% | Dec 2023 |
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CI Private Wealth | 194k | $10M | -1% | Mar 2024 |
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Atomi Financial Group | 179k | $9.6M | 100% | Mar 2024 |
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Family Capital Trust Company | 178k | $9.6M | -4% | Mar 2024 |
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HB Wealth Management | 155k | $8.4M | -8% | Mar 2024 |
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Pensionmark Financial Group | 152k | $8.2M | -5% | Mar 2024 |
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DDFG | 142k | $7.6B | 100% | Mar 2024 |
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BlackRock | 136k | $7.3M | 7% | Mar 2024 |
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Royal Harbor Partners | 135k | $7.3M | 100% | Mar 2024 |
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Cedar Brook Financial Partners | 122k | $6.6M | -3% | Mar 2024 |
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Raymond James Financial Services Advisors | 119k | $6.4M | -14% | Mar 2024 |
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Forte Asset Management | 110k | $5.9M | 1% | Mar 2024 |
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LPL Financial | 102k | $5.5M | -33% | Mar 2024 |
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Nova R Wealth | 99k | $5.3M | 0% | Mar 2024 |
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Sterneck Capital Management | 99k | $5.3M | -1% | Mar 2024 |
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Farther Finance Advisors | 94k | $5.0M | -28% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 93k | $5.0M | -2% | Mar 2024 |
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Wescott Financial Advisory Group | 93k | $5.0M | -14% | Mar 2024 |
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Advisor Group Holdings | 92k | $5.0M | -62% | Mar 2024 |
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Royal Bank of Canada | 86k | $4.6M | 0% | Mar 2024 |
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Addison Advisors | 80k | $4.3M | -2% | Mar 2024 |
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Intl Fcstone | 75k | $4.0M | -7% | Mar 2024 |
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Citigroup | 74k | $4.0M | 3% | Mar 2024 |
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Ameriprise Financial | 71k | $3.8M | 88% | Mar 2024 |
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Kingsview Wealth Management | 68k | $3.7M | -27% | Mar 2024 |
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Sontag Advisory | 67k | $3.6M | -3% | Mar 2024 |
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JFS Wealth Advisors | 61k | $3.3M | 71% | Mar 2024 |
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Market Street Wealth Management Advisors | 60k | $3.2M | -19% | Mar 2024 |
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RVW Wealth | 50k | $2.7M | -1% | Mar 2024 |
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Grimes & Company | 50k | $2.7M | -2% | Mar 2024 |
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Hanson McClain Advisors | 50k | $2.7M | 0% | Mar 2024 |
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Dfpg Investments | 49k | $2.3M | -20% | Dec 2023 |
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Diversify Advisory Services | 47k | $2.5M | 100% | Mar 2024 |
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UBS Group | 46k | $2.5M | 7% | Mar 2024 |
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Baird Financial | 43k | $2.1M | 100% | Dec 2023 |
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Hobbs Group Advisors | 43k | $2.1M | 100% | Dec 2023 |
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Captrust Financial Advisors | 37k | $2.0M | 5% | Mar 2024 |
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UMA Financial Services | 37k | $1.9M | 3% | Mar 2024 |
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HPM Partners | 37k | $2.0M | -69% | Mar 2024 |
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GSG Advisors | 29k | $1.6M | 0% | Mar 2024 |
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MONECO Advisors | 27k | $1.5M | 49% | Mar 2024 |
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Smith, Salley & Associates | 26k | $1.4M | -4% | Mar 2024 |
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First Foundation Advisors | 24k | $1.3M | 0% | Mar 2024 |
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Parsons Capital Management | 23k | $1.2M | -10% | Mar 2024 |
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Creative Planning | 20k | $1.1M | 1% | Mar 2024 |
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Silver Oak Securities | 19k | $996k | 100% | Mar 2024 |
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Cambridge Investment Research Advisors | 19k | $994k | 2% | Mar 2024 |
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Stifel Financial | 18k | $956k | -24% | Mar 2024 |
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Merit Financial Group | 18k | $932k | 0% | Mar 2024 |
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Goodman Advisory Group | 16k | $884k | -8% | Mar 2024 |
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Kaydan Wealth Management | 16k | $882k | -2% | Mar 2024 |
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Magnolia Capital Advisors | 16k | $802k | 2% | Mar 2024 |
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Planned Solutions | 15k | $818k | 3% | Mar 2024 |
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Parallel Advisors | 15k | $790k | -9% | Mar 2024 |
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Raymond James & Associates | 13k | $719k | 9% | Mar 2024 |
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Private Advisor | 13k | $699k | 0% | Mar 2024 |
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Tranquility Partners | 13k | $691k | 0% | Mar 2024 |
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CWM | 12k | $632k | -43% | Mar 2024 |
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Citadel Advisors | 12k | $632k | 100% | Mar 2024 |
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Signature Resources Capital Management | 11k | $549k | 0% | Mar 2024 |
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Lincoln National | 11k | $604k | 0% | Mar 2024 |
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Money Concepts Capital Corp | 11k | $603k | -1% | Mar 2024 |
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Merriman Wealth Management | 11k | $581k | 0% | Mar 2024 |
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Twelve Points Wealth Management | 11k | $563k | 0% | Mar 2024 |
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RHS Financial | 10k | $547k | 24% | Mar 2024 |
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Bellwether Advisors | 9.8k | $526k | 0% | Mar 2024 |
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Capital Advisors | 9.6k | $515k | -13% | Mar 2024 |
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Retirement Planning Group | 9.0k | $484k | 0% | Mar 2024 |
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Baron Silver Stevens Financial Advisors | 8.8k | $475k | 5% | Mar 2024 |
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Janney Montgomery Scott | 8.8k | $475k | 5% | Mar 2024 |
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TAGStone Capital | 8.7k | $469k | 0% | Mar 2024 |
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Jane Street | 8.5k | $455k | -77% | Mar 2024 |
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Snowden Capital Advisors | 8.2k | $442k | 0% | Mar 2024 |
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Cary Street Partner Investment Advisory | 8.1k | $437k | 0% | Mar 2024 |
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Ergawealth Advisors | 7.4k | $398k | -26% | Mar 2024 |
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Envestnet Portfolio Solutions | 7.4k | $396k | 38% | Mar 2024 |
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Parkside Financial Bank & Trust | 7.2k | $390k | -13% | Mar 2024 |
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Advisory Services Network | 6.6k | $353k | 135% | Mar 2024 |
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Callan Capital | 6.5k | $348k | 0% | Mar 2024 |
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Castle Rock Wealth Management | 6.2k | $316k | 26% | Mar 2024 |
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Ledyard National Bank | 6.0k | $322k | 0% | Mar 2024 |
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NorthRock Partners | 5.6k | $302k | 100% | Mar 2024 |
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Marino, Stram & Associates | 5.6k | $301k | 0% | Mar 2024 |
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Capital Analysts | 5.6k | $300k | 0% | Mar 2024 |
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Btim | 5.1k | $276k | 0% | Mar 2024 |
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MAI Wealth Advisors | 4.9k | $261k | 100% | Mar 2024 |
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Tower Research Capital | 4.8k | $256k | -41% | Mar 2024 |
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Kestra Advisory Services | 4.7k | $226k | -10% | Dec 2023 |
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Steward Partners Investment Advisory | 4.5k | $244k | 8% | Mar 2024 |
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Goss Wealth Management | 4.4k | $236k | 100% | Mar 2024 |
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Milestone Group | 4.3k | $229k | 0% | Mar 2024 |
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Mercer Global Advisors | 4.2k | $226k | 0% | Mar 2024 |
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Anderson Hoagland & Co | 4.2k | $221k | -18% | Mar 2024 |
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Kanawha Capital Management | 4.0k | $215k | 100% | Mar 2024 |
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Flagship Private Wealth | 3.9k | $210k | -7% | Mar 2024 |
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Dean, Jacobson Financial Services | 3.9k | $209k | 100% | Mar 2024 |
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Bouchey Financial | 3.8k | $207k | 100% | Mar 2024 |
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Clear Investment Research | 3.8k | $205k | 0% | Mar 2024 |
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Qube Research & Technologies | 3.6k | $194k | 100% | Mar 2024 |
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Aptus Capital Advisors | 3.5k | $189k | 100% | Mar 2024 |
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EverSource Wealth Advisors | 3.2k | $155k | 0% | Mar 2024 |
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FMR | 2.5k | $133k | -9% | Mar 2024 |
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Pnc Financial Services | 2.4k | $132k | 0% | Mar 2024 |
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AdvisorNet Financial | 2.3k | $122k | 0% | Mar 2024 |
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Mather Group | 2.1k | $103k | 100% | Mar 2024 |
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Geneos Wealth Management | 2.1k | $113k | -7% | Mar 2024 |
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Aspire Wealth Management Corp | 2.0k | $110k | 0% | Mar 2024 |
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Warren Averett Asset Management | 1.9k | $104k | 100% | Mar 2024 |
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Barrett & Company | 1.5k | $81k | 0% | Mar 2024 |
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Hartland & Co | 1.3k | $65k | 0% | Dec 2023 |
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Sunbelt Securities | 1.3k | $69k | 0% | Mar 2024 |
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William Blair $ Company | 1.2k | $64k | 0% | Mar 2024 |
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Woodmont Investment Counsel | 1.0k | $54k | 100% | Mar 2024 |
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Bellevue Asset Management | 872.00 | $47k | -29% | Mar 2024 |
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YHB Investment Advisors | 828.00 | $45k | 100% | Mar 2024 |
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Coastal Investment Advisors | 742.00 | $40k | 100% | Mar 2024 |
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Proequities | 599.00 | $32M | 0% | Mar 2024 |
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Integrity Financial Corp | 591.00 | $32k | 0% | Mar 2024 |
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Avalon Trust | 580.00 | $31k | 0% | Mar 2024 |
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Creative Financial Designs | 525.00 | $28k | -4% | Mar 2024 |
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Wolff Wiese Magana | 420.00 | $23k | 0% | Mar 2024 |
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Us Bancorp | 167.00 | $9.0k | -86% | Mar 2024 |
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Assetmark | 35.00 | $1.9k | -97% | Mar 2024 |
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GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
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Who sold out of Ishares Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Susquehanna International | Sep 2023 | 56k | $2.4M |
Keystone Financial Group | Dec 2023 | 4.6k | $220k |
BKM Wealth Management | Dec 2023 | 2.3k | $109k |
ORG Partners | Dec 2023 | 838.00 | $41k |