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

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

$1.23 Trillion
Q4 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$138.14 - $149.13 $924,156 - $997,679	6,690 New	6,690 $521 Million
Q3 2023 Nov 02, 2023	BUY	$103.92 - $112.08 $89,371 - $96,388	860 Added 13.47%	7,243 $757 Million
Q2 2023 Jul 21, 2023	BUY	$98.55 - $108.33 $136,590 - $150,145	1,386 Added 27.74%	6,383 $691 Million
Q1 2023 May 05, 2023	BUY	$92.74 - $102.46 $235,466 - $260,145	2,539 Added 103.3%	4,997 $500 Million
Q4 2022 Feb 14, 2023	BUY	$87.49 - $99.71 $215,050 - $245,087	2,458 New	2,458 $230 Million

Others Institutions Holding IYY

# of Institutions

281

Shares Held

3.93M

Call Options Held

5.6K

Put Options Held

100

Morgan Stanley New York, NY

472K
Shares

$64.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

302K
Shares

$41.5 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

162K
Shares

$22.3 Million
0.02% of portfolio
Savant Capital, LLC

161K
Shares

$22.2 Million
0.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

149K
Shares

$20.5 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors with notifications on news.

Account