Gds Wealth Management Ishares Tr Transaction History

Gds Wealth Management

$1.48 Billion
Q3 2025

A detailed history of Gds Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Gds Wealth Management holds 3,124 shares of LRGF stock, worth $217,524. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,124

Holding current value

$217,524

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$64.13 - $69.24 $200,342 - $216,305	3,124 New	3,124 $215,000

Others Institutions Holding LRGF

# of Institutions

236

Shares Held

38M

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

More about LRGF

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