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Ishares Tr shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in Ishares Tr

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All positions including Ishares Tr held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.2M 353k 20.38
2023-06-30 $7.2M 339k 21.20
2023-03-31 $6.3M 293k 21.53
2022-12-31 $5.7M 276k 20.80
2022-09-30 $4.9M 243k 20.26
2022-06-30 $4.7M 219k 21.40
2022-03-31 $265k 12k 23.14