International Assets Investment Management, LLC Ishares Tr Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$50.75 - $56.08 $8,526 - $9,421	168 New	168 $9.36 Million
Q4 2023 Jan 24, 2024	BUY	$41.5 - $48.47 $336,689 - $393,237	8,113 New	8,113 $168,000

Others Institutions Holding LRGF

# of Institutions

200

Shares Held

32.9M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$257 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

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About ISHARES TR

Ticker LRGF
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