Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 57,115 shares of LRGF stock, worth $3.41 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

57,115

Previous 59,826 4.53%

Holding current value

$3.41 Million

Previous $3.52 Million 1.96%

% of portfolio

0.03%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$58.25 - $63.26 $157,915 - $171,497	-2,711 Reduced 4.53%	57,115 $3.45 Million
Q3 2024 Nov 13, 2024	SELL	$52.89 - $58.77 $112,285 - $124,768	-2,123 Reduced 3.43%	59,826 $3.52 Million
Q2 2024 Aug 08, 2024	SELL	$50.75 - $56.08 $258,672 - $285,839	-5,097 Reduced 7.6%	61,949 $3.45 Million
Q1 2024 May 06, 2024	SELL	$47.39 - $53.82 $99,661 - $113,183	-2,103 Reduced 3.04%	67,046 $3.61 Million
Q4 2023 Feb 06, 2024	SELL	$41.5 - $48.47 $146,412 - $171,002	-3,528 Reduced 4.85%	69,149 $3.34 Million
Q3 2023 Nov 06, 2023	SELL	$43.03 - $46.09 $167,386 - $179,290	-3,890 Reduced 5.08%	72,677 $3.15 Million
Q2 2023 Jul 31, 2023	SELL	$40.55 - $44.56 $271,725 - $298,596	-6,701 Reduced 8.05%	76,567 $3.41 Million
Q1 2023 May 09, 2023	SELL	$38.59 - $42.55 $222,316 - $245,130	-5,761 Reduced 6.47%	83,268 $3.45 Million
Q4 2022 Feb 13, 2023	SELL	$36.32 - $41.5 $277,085 - $316,603	-7,629 Reduced 7.89%	89,029 $3.47 Million
Q3 2022 Nov 14, 2022	SELL	$36.22 - $43.47 $279,545 - $335,501	-7,718 Reduced 7.39%	96,658 $3.5 Million
Q2 2022 Aug 09, 2022	SELL	$36.62 - $44.84 $137,617 - $168,508	-3,758 Reduced 3.48%	104,376 $3.96 Million
Q1 2022 May 09, 2022	SELL	$41.63 - $46.8 $128,262 - $144,190	-3,081 Reduced 2.77%	108,134 $4.81 Million
Q4 2021 Feb 14, 2022	SELL	$42.09 - $46.8 $16,120 - $17,924	-383 Reduced 0.34%	111,215 $5.18 Million
Q3 2021 Nov 15, 2021	BUY	$42.14 - $45.1 $4.7 Million - $5.03 Million	111,598 New	111,598 $4.7 Million
Q2 2021 Aug 13, 2021	SELL	$41.07 - $43.14 $5.4 Million - $5.67 Million	-131,507 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$37.2 - $40.64 $4.89 Million - $5.34 Million	131,507 New	131,507 $5.34 Million

Others Institutions Holding LRGF

# of Institutions

216

Shares Held

34.4M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Tr Transaction History