Smart Money Group LLC Ishares Tr Transaction History

Smart Money Group LLC

$244 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$22.9 - $35.8 $1.31 Million - $2.04 Million	-57,041 Closed	0 $0
Q4 2019 Feb 18, 2020	SELL	$30.86 - $34.52 $3,672 - $4,107	-119 Reduced 0.21%	57,041 $1.97 Million
Q3 2019 Nov 06, 2019	SELL	$31.79 - $32.53 $76,741 - $78,527	-2,414 Reduced 4.05%	57,160 $1.82 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-970 Reduced 1.6%	59,574 $1.89 Million
Q1 2019 May 03, 2019	SELL	N/A	-7,891 Reduced 11.53%	60,544 $1.88 Million
Q4 2018 Jan 30, 2019	SELL	N/A	-1,681 Reduced 2.4%	68,435 $1.91 Million
Q3 2018 Nov 02, 2018	SELL	N/A	-3,700 Reduced 5.01%	70,116 $2.36 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-9,226 Reduced 11.11%	73,816 $2.36 Million
Q1 2018 May 14, 2018	SELL	N/A	-14,023 Reduced 14.45%	83,042 $2.62 Million
Q4 2017 Feb 15, 2018	BUY	N/A	97,065	97,065 $3.09 Million

Others Institutions Holding LRGF

# of Institutions

196

Shares Held

32.1M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.29M
Shares

$251 Million
15.13% of portfolio
Halbert Hargrove Global Advisors, LLC

3.21M
Shares

$188 Million
10.36% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

2.04M
Shares

$120 Million
4.26% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.03M
Shares

$119 Million
22.29% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$108 Million
0.03% of portfolio

About ISHARES TR

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