Meredith Wealth Planning Ishares Tr Transaction History

Meredith Wealth Planning

$210 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	BUY	$36.32 - $41.5 $225,365 - $257,507	6,205 New	6,205 $242 Million

Others Institutions Holding LRGF

# of Institutions

200

Shares Held

32.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$262 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$205 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$124 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$122 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$112 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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