Lincoln National Corp Ishares Tr Transaction History

Lincoln National Corp

$3.11 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$47.39 - $53.82 $1,326 - $1,506	28 Added 0.25%	11,224 $603,000
Q4 2023 Feb 06, 2024	BUY	$41.5 - $48.47 $3,071 - $3,586	74 Added 0.67%	11,196 $540,000
Q2 2023 Aug 04, 2023	BUY	$40.55 - $44.56 $1,257 - $1,381	31 Added 0.28%	11,122 $495,000
Q1 2023 May 01, 2023	BUY	$38.59 - $42.55 $1,505 - $1,659	39 Added 0.35%	11,091 $459,000
Q4 2022 Feb 07, 2023	SELL	$36.32 - $41.5 $1,598 - $1,826	-44 Reduced 0.4%	11,052 $431,000
Q3 2022 Nov 03, 2022	BUY	$36.22 - $43.47 $19,341 - $23,212	534 Added 5.06%	11,096 $402,000
Q2 2022 Aug 02, 2022	BUY	$36.62 - $44.84 $44,896 - $54,973	1,226 Added 13.13%	10,562 $400,000
Q1 2022 May 09, 2022	BUY	$41.63 - $46.8 $190,373 - $214,016	4,573 Added 96.01%	9,336 $415,000
Q4 2021 Jan 26, 2022	BUY	$42.09 - $46.8 $200,474 - $222,908	4,763 New	4,763 $222,000

Others Institutions Holding LRGF

# of Institutions

201

Shares Held

32.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$255 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$199 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

$119 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$109 Million
0.02% of portfolio

About ISHARES TR

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