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Ishares Tr shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Ishares Tr (IBTK) 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
2024-09-30 $7.4M 370k 20.05
2024-06-30 $6.8M 350k 19.28
2024-03-31 $4.9M 254k 19.42

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Legacy Private Trust

Top funds holding Ishares Tr

Wells Fargo & Company
Atwood & Palmer
Bank of America Corporation
Waycross Investment Management
Envestnet Asset Management
Confluence Investment Management
Raymond James & Associates
Legacy Private Trust
Krilogy Financial
Probity Advisors
Trust
Royal Bank of Canada
Cetera Investment Advisers
Stockman Asset Management
LPL Financial

View all funds holding Ishares Tr