Betterment LLC Ishares Tr Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Ishares Tr stock. As of the latest transaction made, Betterment LLC holds 23,171 shares of LRGF stock, worth $1.48 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

23,171

Holding current value

$1.48 Million

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$58.25 - $63.26 $1.35 Million - $1.47 Million	23,171 New	23,171 $1.4 Million

Others Institutions Holding LRGF

# of Institutions

216

Shares Held

34.4M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.68M
Shares

$236 Million
13.33% of portfolio
Halbert Hargrove Global Advisors, LLC

3.35M
Shares

$214 Million
11.27% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.97M
Shares

$126 Million
4.3% of portfolio
Wells Fargo & Company San Francisco, CA

1.85M
Shares

$118 Million
0.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.84M
Shares

$118 Million
22.74% of portfolio

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

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