Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 287,401 shares of LRGF stock, worth $19.7 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
287,401
Previous 241,441 19.04%
Holding current value
$19.7 Million
Previous $14 Million 31.89%
% of portfolio
0.49%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$51.37 - $64.13 $2.36 Million - $2.95 Million
45,960 Added 19.04%
287,401 $18.4 Million
Q1 2025

May 15, 2025
BUY
$56.95 - $63.95 $13.8 Million - $15.4 Million
241,441 New
241,441 $14 Billion

Others Institutions Holding LRGF

# of Institutions
234
Shares Held
37.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

LRGF Quotes by TradingView
  • Ticker LRGF
  • Sector ETFs
  • Industry ETFs
More about LRGF
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