Rmr Wealth Builders Ishares Tr Transaction History

Rmr Wealth Builders

$1.08 Billion
Q2 2025

A detailed history of Rmr Wealth Builders transactions in Ishares Tr stock. As of the latest transaction made, Rmr Wealth Builders holds 13,550 shares of LRGF stock, worth $939,015. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,550

Holding current value

$939,015

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 08, 2025	BUY	$51.37 - $64.13 $696,063 - $868,961	13,550 New	13,550 $868,000

Others Institutions Holding LRGF

# of Institutions

230

Shares Held

37.3M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.82M
Shares

$265 Million
13.3% of portfolio
Halbert Hargrove Global Advisors, LLC

3.4M
Shares

$236 Million
11.52% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.1M
Shares

$146 Million
24.22% of portfolio
Wells Fargo & Company San Francisco, CA

1.99M
Shares

$138 Million
0.03% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$137 Million
4.27% of portfolio

View Full List

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

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