Legacy Cg, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Legacy Cg, LLC

$247 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$22.42 - $24.65 $2.67 Million - $2.94 Million	-119,276 Closed	0 $0
Q4 2021 May 04, 2022	BUY	$24.56 - $25.13 $2.93 Million - $3 Million	119,276 New	119,276 $2.97 Million

Others Institutions Holding IBDW

# of Institutions

185

Shares Held

55.1M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

5.31M
Shares

$109 Million
1.21% of portfolio
Venture Visionary Partners LLC

4.17M
Shares

$85.8 Million
2.66% of portfolio
Wells Fargo & Company San Francisco, CA

3.78M
Shares

$77.8 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.83M
Shares

$58.2 Million
1.19% of portfolio
Bank Of America Corp Charlotte, NC

2.44M
Shares

$50.1 Million
0.0% of portfolio

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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