Valley National Advisers Inc Ishares Tr Transaction History

Valley National Advisers Inc

$613 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 10, 2021	BUY	$42.14 - $45.1 $969 - $1,037	23 New	23 $1,000

Others Institutions Holding LRGF

# of Institutions

226

Shares Held

36.7M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.82M
Shares

$252 Million
13.3% of portfolio
Halbert Hargrove Global Advisors, LLC

3.4M
Shares

$225 Million
11.52% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.1M
Shares

$139 Million
23.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.99M
Shares

$132 Million
0.03% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$131 Million
4.27% of portfolio

About ISHARES TR

Ticker LRGF
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