Goelzer Investment Management, Inc. Ishares Tr Transaction History

Goelzer Investment Management, Inc.

$1.76 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 29, 2019	SELL	N/A	-16,664 Closed	0 $0
Q1 2019 May 03, 2019	BUY	N/A	16,664 New	16,664 $517,000

Others Institutions Holding LRGF

# of Institutions

230

Shares Held

37.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.82M
Shares

$261 Million
13.3% of portfolio
Halbert Hargrove Global Advisors, LLC

3.4M
Shares

$232 Million
11.52% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.1M
Shares

$143 Million
24.22% of portfolio
Wells Fargo & Company San Francisco, CA

1.99M
Shares

$136 Million
0.03% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$135 Million
4.27% of portfolio

About ISHARES TR

Ticker LRGF
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