Stephens Consulting, LLC Ishares Tr Transaction History

Stephens Consulting, LLC

$292 Billion
Q3 2025

A detailed history of Stephens Consulting, LLC transactions in Ishares Tr stock. As of the latest transaction made, Stephens Consulting, LLC holds 89 shares of LRGF stock, worth $6,102. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,102

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 15, 2025	BUY	$64.13 - $69.24 $5,707 - $6,162	89 New	89 $6.15 Million

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

$262 Million
13.3% of portfolio
Halbert Hargrove Global Advisors, LLC

3.48M
Shares

$239 Million
11.9% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.1M
Shares

$144 Million
24.22% of portfolio
Wells Fargo & Company San Francisco, CA

1.99M
Shares

$136 Million
0.03% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$136 Million
4.27% of portfolio

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About ISHARES TR

Ticker LRGF
Sector ETFs
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