Johnson Financial Group, LLC Ishares Tr Transaction History

Johnson Financial Group, LLC

$823 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$42.09 - $46.8 $547,170 - $608,400	-13,000 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$41.07 - $43.14 $533,910 - $560,820	13,000 New	13,000 $557,000

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

$254 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$198 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$120 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$118 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$108 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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