Asset Dedication, LLC Ishares Tr Transaction History

Asset Dedication, LLC

$1.35 Billion
Q2 2025

A detailed history of Asset Dedication, LLC transactions in Ishares Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 26 shares of LRGF stock, worth $1,782. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,782

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 19, 2025	BUY	$51.37 - $64.13 $1,335 - $1,667	26 New	26 $1,000

Others Institutions Holding LRGF

# of Institutions

230

Shares Held

37.3M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.82M
Shares

$262 Million
13.3% of portfolio
Halbert Hargrove Global Advisors, LLC

3.48M
Shares

$239 Million
11.9% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.1M
Shares

$144 Million
24.22% of portfolio
Wells Fargo & Company San Francisco, CA

1.99M
Shares

$136 Million
0.03% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$136 Million
4.27% of portfolio

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

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