Wintrust Investments LLC Ishares Tr Transaction History

Wintrust Investments LLC

$1.12 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 14, 2020	SELL	$30.86 - $34.52 $1.55 Million - $1.73 Million	-50,119 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$31.79 - $32.53 $57,794 - $59,139	1,818 Added 3.76%	50,119 $1.6 Million
Q2 2019 Aug 05, 2019	BUY	N/A	156 Added 0.32%	48,301 $0
Q1 2019 May 15, 2019	BUY	N/A	2,052 Added 4.45%	48,145 $1.49 Million
Q4 2018 Feb 13, 2019	BUY	N/A	5,564 Added 13.73%	46,093 $1.28 Million
Q3 2018 Nov 13, 2018	BUY	N/A	10,734 Added 36.03%	40,529 $1.36 Million
Q2 2018 Aug 13, 2018	BUY	N/A	305 Added 1.03%	29,795 $953,000
Q1 2018 May 03, 2018	BUY	N/A	1,389 Added 4.94%	29,490 $929,000
Q4 2017 Feb 13, 2018	BUY	N/A	1,721 Added 6.52%	28,101 $893,000
Q3 2017 Nov 07, 2017	BUY	N/A	26,380	26,380 $790,000

Others Institutions Holding LRGF

# of Institutions

196

Shares Held

32.1M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.29M
Shares

$251 Million
15.13% of portfolio
Halbert Hargrove Global Advisors, LLC

3.21M
Shares

$188 Million
10.36% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

2.04M
Shares

$120 Million
4.26% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.03M
Shares

$119 Million
22.29% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$108 Million
0.03% of portfolio

About ISHARES TR

Ticker LRGF
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