Sym Financial Corp Ishares Tr Transaction History

Sym Financial Corp

$745 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

201

Shares Held

33.1M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$259 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$202 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$122 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$121 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$111 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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