Baron Silver Stevens Financial Advisors, LLC Ishares Tr Transaction History

Baron Silver Stevens Financial Advisors, LLC

$619 Million
Q2 2025

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 11,218 shares of LRGF stock, worth $769,218. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,218

Previous 6,192 81.17%

Holding current value

$769,218

Previous $358,000 100.84%

% of portfolio

0.12%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$51.37 - $64.13 $258,185 - $322,317	5,026 Added 81.17%	11,218 $719,000
Q2 2024 Jul 18, 2024	SELL	$50.75 - $56.08 $133,878 - $147,939	-2,638 Reduced 29.88%	6,192 $344,000
Q1 2024 May 02, 2024	BUY	$47.39 - $53.82 $19,619 - $22,281	414 Added 4.92%	8,830 $475,000
Q4 2023 Feb 07, 2024	BUY	$41.5 - $48.47 $3,403 - $3,974	82 Added 0.98%	8,416 $406,000
Q2 2023 Jul 24, 2023	BUY	$40.55 - $44.56 $45,010 - $49,461	1,110 Added 15.37%	8,334 $371,000
Q1 2023 Apr 18, 2023	SELL	$38.59 - $42.55 $94,622 - $104,332	-2,452 Reduced 25.34%	7,224 $299,000
Q4 2022 Jan 30, 2023	SELL	$36.32 - $41.5 $14,382 - $16,434	-396 Reduced 3.93%	9,676 $377,000
Q3 2022 Nov 02, 2022	SELL	$36.22 - $43.47 $31,511 - $37,818	-870 Reduced 7.95%	10,072 $22,000
Q2 2022 Jul 26, 2022	SELL	$36.62 - $44.84 $377,698 - $462,479	-10,314 Reduced 48.52%	10,942 $414,000
Q1 2022 May 03, 2022	BUY	$41.63 - $46.8 $326,462 - $367,005	7,842 Added 58.46%	21,256 $945,000
Q4 2021 Jan 31, 2022	BUY	$42.09 - $46.8 $96,428 - $107,218	2,291 Added 20.6%	13,414 $624,000
Q3 2021 Nov 12, 2021	BUY	$42.14 - $45.1 $197,299 - $211,158	4,682 Added 72.69%	11,123 $468,000
Q2 2021 Jul 27, 2021	BUY	$41.07 - $43.14 $264,531 - $277,864	6,441 New	6,441 $275,000

Others Institutions Holding LRGF

# of Institutions

230

Shares Held

37.3M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

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Baron Silver Stevens Financial Advisors, LLC Ishares Tr Transaction History