C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Ishares Tr Ibonds Dec 2032 Ter Transaction History

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

$1.23 Trillion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$22.12 - $23.49 $192,997 - $204,950	8,725 New	8,725 $771 Million

Others Institutions Holding IBTM

# of Institutions

Shares Held

9.31M

Call Options Held

Put Options Held

Krilogy Financial LLC

1.98M
Shares

$45.1 Million
3.26% of portfolio
Ubs Group Ag

1.59M
Shares

$36.3 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

835K
Shares

$19 Million
0.12% of portfolio
Stratos Wealth Partners, Ltd.

647K
Shares

$14.7 Million
0.21% of portfolio
Confluence Investment Management LLC

426K
Shares

$9.7 Million
0.15% of portfolio

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About ISHARES TR IBONDS DEC 2032 TER

Ticker IBTM

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