Legacy Private Trust »

Ishares Tr shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.7M 374k 20.53

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
JPMorgan Chase & Co. (JPM)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Legacy Private Trust

Top funds holding Ishares Tr

Wells Fargo & Company
TRUE Private Wealth Advisors
Federation des caisses Desjardins du Quebec
Krilogy Financial
Goss Wealth Management
Ameriprise Financial
Confluence Investment Management
Probity Advisors
Snowden Capital Advisors
Legacy Private Trust
Headland Capital
Park Avenue Securities
Foronjy Financial
UBS Group
Fagan Associates

View all funds holding Ishares Tr