D.A. Davidson & Co. Ishares Tr Transaction History

D.A. Davidson & Co.

$15.6 Billion
Q4 2025

A detailed history of D.A. Davidson & Co. transactions in Ishares Tr stock. As of the latest transaction made, D.A. Davidson & Co. holds 4,649 shares of LRGF stock, worth $319,804. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,649

Holding current value

$319,804

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 29, 2026	BUY	$67.34 - $70.85 $313,063 - $329,381	4,649 New	4,649 $319,000

Others Institutions Holding LRGF

# of Institutions

241

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

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About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

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