Mather Group, Llc. Ishares Tr Transaction History

Mather Group, Llc.

$6.64 Billion
Q1 2024

A detailed history of Mather Group, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Mather Group, Llc. holds 2,130 shares of LRGF stock, worth $118,619. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,130

Holding current value

$118,619

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 08, 2024	BUY	$47.39 - $53.82 $100,940 - $114,636	2,130 New	2,130 $114,000
Q2 2023 Aug 08, 2023	SELL	$40.55 - $44.56 $684,565 - $752,261	-16,882 Reduced 56.72%	12,884 $574,000
Q1 2023 May 09, 2023	SELL	$38.59 - $42.55 $16,053 - $17,700	-416 Reduced 1.38%	29,766 $1.23 Million
Q4 2022 Mar 10, 2023	BUY	$37.79 - $41.5 $108,948 - $119,644	2,883 Added 10.56%	30,182 $1.18 Million
Q3 2022 Nov 14, 2022	BUY	N/A	27,299 New	27,299 $989,000

Others Institutions Holding LRGF

# of Institutions

183

Shares Held

29.8M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

4.3M
Shares

$240 Million
14.98% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.06M
Shares

$115 Million
21.68% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

2.05M
Shares

$114 Million
4.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$98.8 Million
0.02% of portfolio
Plancorp, LLC

1.46M
Shares

$81.3 Million
3.42% of portfolio

View Full List

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

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