Raymond James Trust N.A. Ishares Tr Transaction History

Raymond James Trust N.A.

$4.55 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 17, 2020	SELL	$22.9 - $35.8 $311,440 - $486,879	-13,600 Closed	0 $0
Q2 2019 Jul 15, 2019	BUY	N/A	13,600 New	13,600 $432,000

Others Institutions Holding LRGF

# of Institutions

200

Shares Held

32.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$252 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$196 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$119 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$117 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$108 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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