Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 648,941 shares of LRGF stock, worth $44.6 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
648,941
Previous 307,221 111.23%
Holding current value
$44.6 Million
Previous $19.7 Million 227434.36%
% of portfolio
0.89%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$64.13 - $69.24 $21.9 Million - $23.7 Million
341,720 Added 111.23%
648,941 $44.8 Billion
Q2 2025

Nov 12, 2025
BUY
$51.37 - $64.13 $1.02 Million - $1.27 Million
19,820 Added 6.9%
307,221 $19.7 Million
Q2 2025

Aug 14, 2025
BUY
$51.37 - $64.13 $2.36 Million - $2.95 Million
45,960 Added 19.04%
287,401 $18.4 Million
Q1 2025

May 15, 2025
BUY
$56.95 - $63.95 $13.8 Million - $15.4 Million
241,441 New
241,441 $14 Billion

Others Institutions Holding LRGF

# of Institutions
239
Shares Held
39.2M
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
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