Core Cap Advisors, LLC Ishares Tr Transaction History

Core Cap Advisors, LLC

$2.64 Billion
Q3 2025

A detailed history of Core Cap Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Core Cap Advisors, LLC holds 302 shares of LRGF stock, worth $21,028. This represents 0.0% of its overall portfolio holdings.

Number of Shares

302

Holding current value

$21,028

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$64.13 - $69.24 $19,367 - $20,910	302 New	302 $20,000
Q4 2022 Feb 10, 2023	BUY	$36.32 - $41.5 $15,508 - $17,720	427 New	427 $16,000
Q2 2022 Aug 11, 2022	BUY	$36.62 - $44.84 $15,636 - $19,146	427 New	427 $16,000

Others Institutions Holding LRGF

# of Institutions

236

Shares Held

38.2M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.82M
Shares

$266 Million
13.3% of portfolio
Halbert Hargrove Global Advisors, LLC

3.48M
Shares

$243 Million
11.9% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

2.49M
Shares

$173 Million
5.44% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.1M
Shares

$146 Million
24.22% of portfolio
Wells Fargo & Company San Francisco, CA

1.99M
Shares

$139 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

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