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

$1.07 Trillion
Q2 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$24.5 - $25.72 $260,288 - $273,249	10,624 New	10,624 $1.35 Billion

Others Institutions Holding IBDX

# of Institutions

161

Shares Held

36.9M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4M
Shares

$101 Million
1.12% of portfolio
Capital Investment Advisors, LLC

2.75M
Shares

$69.6 Million
1.31% of portfolio
Wells Fargo & Company San Francisco, CA

2.59M
Shares

$65.4 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.23M
Shares

$56.5 Million
0.0% of portfolio
First Interstate Bank Billings, MT

1.99M
Shares

$50.2 Million
3.04% of portfolio

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