Woodmont Investment Counsel LLC Ishares Tr Transaction History

Woodmont Investment Counsel LLC

$1.34 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	BUY	$47.39 - $53.82 $47,390 - $53,820	1,000 New	1,000 $53,000

Others Institutions Holding LRGF

# of Institutions

216

Shares Held

34.4M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.68M
Shares

$215 Million
13.33% of portfolio
Halbert Hargrove Global Advisors, LLC

3.35M
Shares

$196 Million
11.27% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.97M
Shares

$115 Million
4.3% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$108 Million
0.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.84M
Shares

$107 Million
22.74% of portfolio

About ISHARES TR

Ticker LRGF
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