Brown Advisory Inc Ishares Tr Transaction History

Brown Advisory Inc

$77.3 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 14, 2019	SELL	$31.79 - $32.53 $242,366 - $248,008	-7,624 Closed	0 $0
Q1 2018 Jun 28, 2018	BUY	N/A	7,624 New	7,624 $240,000
Q1 2018 May 14, 2018	SELL	N/A	-6,420 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	6,420	6,420 $204,000

Others Institutions Holding LRGF

# of Institutions

200

Shares Held

32.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$252 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$196 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$119 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$117 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$108 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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