Horan Capital Advisors, Llc. Ishares Tr Transaction History

Horan Capital Advisors, Llc.

$298 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 02, 2021	SELL	$32.84 - $37.67 $46,304 - $53,114	-1,410 Closed	0 $0
Q3 2020 Nov 04, 2020	BUY	$30.99 - $34.95 $43,695 - $49,279	1,410 New	1,410 $47,000

Others Institutions Holding LRGF

# of Institutions

199

Shares Held

32.7M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$256 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$200 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$121 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$119 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$110 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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