Life Goal Wealth Advisors Ishares Tr Transaction History

Life Goal Wealth Advisors

$92.2 Billion
Q4 2024

A detailed history of Life Goal Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Life Goal Wealth Advisors holds 60,087 shares of LRGF stock, worth $3.75 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares

60,087

Holding current value

$3.75 Million

% of portfolio

3.93%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$58.25 - $63.26 $3.5 Million - $3.8 Million	60,087 New	60,087 $3.63 Billion

Others Institutions Holding LRGF

# of Institutions

203

Shares Held

33.3M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

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

3.27M
Shares

$204 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$123 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

View Full List

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

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Life Goal Wealth Advisors Ishares Tr Transaction History