Jgp Wealth Management, LLC Ishares Tr Transaction History

Jgp Wealth Management, LLC

  • $886 Million
  • Q3 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 7,817 shares of LRGF stock, worth $537,731. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,817
Previous 5,840 33.85%
Holding current value
$537,731
Previous $374,000 44.12%
% of portfolio
0.06%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$64.13 - $69.24 $126,785 - $136,887
1,977 Added 33.85%
7,817 $539,000
Q2 2025

Jul 28, 2025
BUY
$51.37 - $64.13 $20,804 - $25,972
405 Added 7.45%
5,840 $374,000
Q1 2025

Apr 08, 2025
BUY
$56.95 - $63.95 $42,086 - $47,259
739 Added 15.74%
5,435 $312,000
Q4 2024

Jan 14, 2025
BUY
$58.25 - $63.26 $14,912 - $16,194
256 Added 5.77%
4,696 $283,000
Q3 2024

Oct 09, 2024
BUY
$52.89 - $58.77 $22,901 - $25,447
433 Added 10.81%
4,440 $260,000
Q2 2024

Jul 12, 2024
BUY
$50.75 - $56.08 $203,355 - $224,712
4,007 New
4,007 $223,000

Others Institutions Holding LRGF

# of Institutions
240
Shares Held
39.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

LRGF Quotes by TradingView
  • Ticker LRGF
  • Sector ETFs
  • Industry ETFs
More about LRGF
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