LRGF — ISHARES TR

Ownership history in Larson Financial Group LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Larson Financial Group LLC reported a position in ISHARES TR (LRGF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2021 Q3)
Avg. % of fund
0.0%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 66 +56 +560.0% 0.00% $5K $68.65
2025 Q1 REDUCED 10 -349 -97.2% 0.00% $579 $57.18
2024 Q2 REDUCED 359 -353 -49.6% 0.00% $20K $54.48
2021 Q3 INITIATED 712 — — 0.01% $30K $39.48
% of Fund (quarterly)    LRGF price (monthly, adj. close)

Other funds also holding LRGF

As of 2025 Q4 — sorted by position size

Tolleson Wealth Management, Inc. 3Y 23.52% CORA CAPITAL ADVISORS LLC 3Y 14.01% Strategic Financial Services, Inc. 3Y 7Y 12.58% EWA, LLC 12.35% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 11.73% Ullmann Wealth Partners Group, LLC 3Y 7Y 8.88% Obsido Oy 6.82% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 6.47% Pettinga Financial Advisors LLC 3Y 7Y 6.39% Clearwater Capital Advisors, LLC 3Y 7Y 6.18%
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