L.K. Benson & Company, P.C. Ishares Tr Transaction History

L.K. Benson & Company, P.C.

$142 Billion
Q4 2024

A detailed history of L.K. Benson & Company, P.C. transactions in Ishares Tr stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 4,946 shares of LRGF stock, worth $309,322. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,946

Holding current value

$309,322

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$58.25 - $63.26 $288,104 - $312,883	4,946 New	4,946 $298 Million

Others Institutions Holding LRGF

# of Institutions

207

Shares Held

33.4M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.68M
Shares

$230 Million
13.33% of portfolio
Halbert Hargrove Global Advisors, LLC

3.35M
Shares

$209 Million
11.27% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.97M
Shares

$123 Million
4.3% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$122 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$112 Million
0.02% of portfolio

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

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L.K. Benson & Company, P.C. Ishares Tr Transaction History