Global Trust Asset Management, LLC Ishares Tr Transaction History

Global Trust Asset Management, LLC

$160 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$41.5 - $48.47 $1,037 - $1,211	25 New	25 $1,000

Others Institutions Holding LRGF

# of Institutions

226

Shares Held

35.5M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.73M
Shares

$240 Million
12.71% of portfolio
Halbert Hargrove Global Advisors, LLC

3.39M
Shares

$218 Million
11.09% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$127 Million
4.11% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.88M
Shares

$121 Million
21.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.88M
Shares

$121 Million
0.03% of portfolio

About ISHARES TR

Ticker LRGF
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