Retirement Planning Group Ishares Tr Transaction History
Retirement Planning Group
- $2.04 Billion
- Q3 2025
A detailed history of Retirement Planning Group transactions in Ishares Tr stock. As of the latest transaction made, Retirement Planning Group holds 9,985 shares of LRGF stock, worth $686,868. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,985
Previous 9,895
0.91%
Holding current value
$686,868
Previous $634,000
8.68%
% of portfolio
0.03%
Previous 0.04%
Shares
21 transactions
Others Institutions Holding LRGF
# of Institutions
238Shares Held
39.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.81MShares$262 Million13.34% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.48MShares$240 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$167 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.22MShares$153 Million25.11% of portfolio