Silicon Valley Capital Partners Ishares Tr Transaction History

Silicon Valley Capital Partners

$767 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 02, 2018	SELL	N/A	-91,597 Closed	0 $0
Q4 2017 Feb 07, 2018	SELL	N/A	-22,001 Reduced 19.37%	91,597 $2.91 Million
Q3 2017 Nov 14, 2017	BUY	N/A	113,598	113,598 $3.4 Million

Others Institutions Holding LRGF

# of Institutions

201

Shares Held

32.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$255 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$199 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$120 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$119 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$109 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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