Wade Financial Advisory, Inc Ishares Tr Transaction History

Wade Financial Advisory, Inc

  • $274 Million
  • Q1 2024

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Tr stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 230,069 shares of LRGF stock, worth $12.8 Million. This represents 4.51% of its overall portfolio holdings.

Number of Shares
230,069
Previous 201,789 14.01%
Holding current value
$12.8 Million
Previous $9.74 Million 27.05%
% of portfolio
4.51%
Previous 3.68%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$47.39 - $53.82 $1.34 Million - $1.52 Million
28,280 Added 14.01%
230,069 $12.4 Million
Q4 2023

Feb 09, 2024
BUY
$41.5 - $48.47 $335,569 - $391,928
8,086 Added 4.17%
201,789 $9.74 Million
Q3 2023

Oct 10, 2023
SELL
$43.03 - $46.09 $1.19 Million - $1.28 Million
-27,668 Reduced 12.5%
193,703 $8.39 Million
Q2 2023

Aug 09, 2023
SELL
$40.55 - $44.56 $590,772 - $649,194
-14,569 Reduced 6.17%
221,371 $9.86 Million
Q1 2023

Apr 07, 2023
SELL
$38.59 - $42.55 $147,375 - $162,498
-3,819 Reduced 1.59%
235,940 $9.78 Million
Q4 2022

Jan 12, 2023
BUY
$37.79 - $41.5 $269,442 - $295,895
7,130 Added 3.06%
239,759 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-2,787 Reduced 1.18%
232,629 $8.43 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-18,440 Reduced 7.26%
235,416 $8.92 Million
Q1 2022

Apr 21, 2022
BUY
N/A
49,987 Added 24.52%
253,856 $11.3 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-1,632 Reduced 0.79%
203,869 $9.49 Million
Q3 2021

Nov 02, 2021
SELL
N/A
-17,529 Reduced 7.86%
205,501 $8.66 Million
Q2 2021

Jul 29, 2021
BUY
N/A
15,605 Added 7.52%
223,030 $9.55 Million
Q1 2021

Apr 14, 2021
BUY
N/A
3,539 Added 1.74%
207,425 $8.43 Million
Q4 2020

Mar 10, 2021
BUY
N/A
175,961 Added 630.12%
203,886 $7.68 Million
Q3 2020

Nov 03, 2020
BUY
N/A
7,940 Added 39.73%
27,925 $927,000
Q2 2020

Jul 16, 2020
BUY
N/A
19,985 New
19,985 $621,000

Others Institutions Holding LRGF

# of Institutions
183
Shares Held
29.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

LRGF Quotes by TradingView
  • Ticker LRGF
  • Sector ETFs
  • Industry ETFs
More about LRGF
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