Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$36.62 - $44.84 $6.95 Million - $8.51 Million	-189,730 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$41.63 - $46.8 $7.9 Million - $8.88 Million	189,730 New	189,730 $8.44 Million

Others Institutions Holding LRGF

# of Institutions

201

Shares Held

32.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$255 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$199 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$120 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$119 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$109 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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