Wincap Financial LLC Ishares Tr Transaction History

Wincap Financial LLC

$105 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	SELL	$56.95 - $63.95 $208,437 - $234,057	-3,660 Closed	0 $0
Q4 2024 May 07, 2025	BUY	$58.25 - $63.26 $213,195 - $231,531	3,660 New	3,660 $221 Million

Others Institutions Holding LRGF

# of Institutions

223

Shares Held

34.4M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.68M
Shares

$212 Million
13.33% of portfolio
Halbert Hargrove Global Advisors, LLC

3.39M
Shares

$196 Million
11.09% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$114 Million
4.11% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$107 Million
0.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.84M
Shares

$106 Million
22.74% of portfolio

About ISHARES TR

Ticker LRGF
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