Bkm Wealth Management, LLC Ishares Tr Transaction History

Bkm Wealth Management, LLC

$244 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$41.5 - $48.47 $93,541 - $109,251	2,254 New	2,254 $109 Million

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

$230 Million
13.33% of portfolio
Halbert Hargrove Global Advisors, LLC

3.35M
Shares

$209 Million
11.27% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.97M
Shares

$123 Million
4.3% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$115 Million
0.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.84M
Shares

$115 Million
22.74% of portfolio

About ISHARES TR

Ticker LRGF
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