Sym Financial Corp Ishares Tr Transaction History

Sym Financial Corp

$769 Million
Q4 2024

A detailed history of Sym Financial Corp transactions in Ishares Tr stock. As of the latest transaction made, Sym Financial Corp holds 38 shares of LRGF stock, worth $2,370. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,370

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$58.25 - $63.26 $2,213 - $2,403	38 New	38 $2,000
Q1 2020 Apr 28, 2020	SELL	$22.9 - $35.8 $202,252 - $316,185	-8,832 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$30.86 - $34.52 $272,555 - $304,880	8,832 New	8,832 $305,000

Others Institutions Holding LRGF

# of Institutions

216

Shares Held

34.4M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.68M
Shares

$230 Million
13.33% of portfolio
Halbert Hargrove Global Advisors, LLC

3.35M
Shares

$209 Million
11.27% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.97M
Shares

$123 Million
4.3% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$115 Million
0.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.84M
Shares

$115 Million
22.74% of portfolio

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

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