Johnson Financial Group, LLC Ishares Tr Transaction History

Johnson Financial Group, LLC

$1.06 Billion
Q2 2025

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

228

Shares Held

37.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.82M
Shares

$257 Million
13.3% of portfolio
Halbert Hargrove Global Advisors, LLC

3.4M
Shares

$229 Million
11.52% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.1M
Shares

$141 Million
24.22% of portfolio
Wells Fargo & Company San Francisco, CA

1.99M
Shares

$134 Million
0.03% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$133 Million
4.27% of portfolio

About ISHARES TR

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