Garrett Wealth Advisory Group, LLC Ishares Tr Transaction History

Garrett Wealth Advisory Group, LLC

$447 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 28, 2020	SELL	$30.86 - $34.52 $9,165 - $10,252	-297 Closed	0 $0
Q3 2019 Oct 18, 2019	BUY	$31.79 - $32.53 $9,441 - $9,661	297 New	297 $0

Others Institutions Holding LRGF

# of Institutions

223

Shares Held

35.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.73M
Shares

$228 Million
12.71% of portfolio
Halbert Hargrove Global Advisors, LLC

3.39M
Shares

$208 Million
11.09% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$121 Million
4.11% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.88M
Shares

$115 Million
21.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.88M
Shares

$115 Million
0.03% of portfolio

About ISHARES TR

Ticker LRGF
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