Insight Advisors, LLC Ishares Tr Transaction History

Insight Advisors, LLC

$387 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$38.59 - $42.55 $37,432 - $41,273	-970 Reduced 13.75%	6,084 $252,000
Q4 2022 Feb 21, 2023	BUY	$36.32 - $41.5 $256,201 - $292,741	7,054 New	7,054 $275,000

Others Institutions Holding LRGF

# of Institutions

226

Shares Held

35.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.82M
Shares

$251 Million
13.3% of portfolio
Halbert Hargrove Global Advisors, LLC

3.4M
Shares

$223 Million
11.52% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$130 Million
4.27% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.88M
Shares

$124 Million
21.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.88M
Shares

$123 Million
0.03% of portfolio

About ISHARES TR

Ticker LRGF
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