Pallas Capital Advisors LLC Ishares Tr Transaction History

Pallas Capital Advisors LLC

$2.21 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 01, 2022	SELL	$42.09 - $46.8 $192,182 - $213,688	-4,566 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$42.14 - $45.1 $192,411 - $205,926	4,566 New	4,566 $206,000

Others Institutions Holding LRGF

# of Institutions

201

Shares Held

33.1M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$259 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$202 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$122 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$121 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$111 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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