Jgp Wealth Management, LLC Ishares Tr Transaction History

Jgp Wealth Management, LLC

  • $771 Million
  • Q4 2024

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 4,696 shares of LRGF stock, worth $295,472. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,696
Previous 4,440 5.77%
Holding current value
$295,472
Previous $260,000 8.85%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$58.25 - $63.26 $14,912 - $16,194
256 Added 5.77%
4,696 $283,000
Q3 2024

Oct 09, 2024
BUY
$52.89 - $58.77 $22,901 - $25,447
433 Added 10.81%
4,440 $260,000
Q2 2024

Jul 12, 2024
BUY
$50.75 - $56.08 $203,355 - $224,712
4,007 New
4,007 $223,000

Others Institutions Holding LRGF

# of Institutions
199
Shares Held
33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

LRGF Quotes by TradingView
  • Ticker LRGF
  • Sector ETFs
  • Industry ETFs
More about LRGF
Track This Portfolio

Track Jgp Wealth Management, LLC Portfolio

Follow Jgp Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Jgp Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email