Avion Wealth Ishares Tr Transaction History

Avion Wealth

$477 Million
Q4 2025

A detailed history of Avion Wealth transactions in Ishares Tr stock. As of the latest transaction made, Avion Wealth holds 1,266 shares of LRGF stock, worth $87,088. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,266

Holding current value

$87,088

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$67.34 - $70.85 $85,252 - $89,696	1,266 New	1,266 $87,000

Others Institutions Holding LRGF

# of Institutions

237

Shares Held

39.2M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.81M
Shares

$262 Million
13.34% of portfolio
Halbert Hargrove Global Advisors, LLC

3.56M
Shares

$245 Million
12.02% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

2.53M
Shares

$174 Million
5.37% of portfolio
Wells Fargo & Company San Francisco, CA

2.42M
Shares

$167 Million
0.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.22M
Shares

$153 Million
25.11% of portfolio

View Full List

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Account