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Ishares Tr shares owned by Herold Advisors

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Herold Advisors from 13F filings

Historical chart of Herold Advisors investment in Ishares Tr

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All positions including Ishares Tr held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Herold Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 4.0k 69.08
2022-03-31 $13k 300 44.48
2021-09-30 $12k 300 40.00

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View all positions for Herold Advisors

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Wells Fargo & Company
Tolleson Wealth Management
Plan
Ullmann Financial
Jpmorgan Chase & Co
Integrated Wealth Concepts
Bsc Private Wealth Management
Atomi Financial Group
Ameriprise Financial
Cardinal Point Capital Management, ULC
Ewa
Affinity Wealth Management

View all funds holding Ishares Tr