Lion Street Advisors, LLC Ishares Tr Transaction History

Lion Street Advisors, LLC

$282 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$25.17 - $32.92 $3,800 - $4,970	-151 Closed	0 $0
Q1 2020 May 06, 2020	BUY	$22.9 - $35.8 $3,457 - $5,405	151 New	151 $4,000

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

$256 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$200 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$121 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

$110 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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