C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Ishares Tr Ibonds Dec 2027 Ter Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.67 Trillion
Q4 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$23.88 - $24.32 $15,999 - $16,294	670 New	670 $269 Million

Others Institutions Holding IBDS

# of Institutions

439

Shares Held

110M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8.45M
Shares

$205 Million
0.01% of portfolio
Ubs Group Ag

3.9M
Shares

$94.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

3.88M
Shares

$94.2 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

3.86M
Shares

$93.6 Million
0.16% of portfolio
Hm Payson & CO Portland, ME

3.59M
Shares

$87 Million
1.29% of portfolio

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About ISHARES TR IBONDS DEC 2027 TER

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