Greenleaf Trust Purchases and Sells in Q2 2025

Greenleaf Trust

$11.2 Billion
Q2 2025

Top Buys

Incresed Positions

172 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	66.7K + 3.36%	$498.8 - $620.9 $33.3M - $41.4M	2.05M $1.27B
TSM	22.8K + 22.4%	$141.37 - $228.57 $3.22M - $5.21M	124K $28.2M
IJH	4.97K + 0.22%	$51.16 - $62.02 $254K - $308K	2.28M $141M
VOO	6.76K + 9.23%	$456.74 - $568.03 $3.09M - $3.84M	80K $45.5M
IVW	2.24K + 0.66%	$82.96 - $110.1 $186K - $246K	341K $37.6M
ICVT	2.15K + 0.49%	$78.98 - $90.1 $170K - $194K	445K $40.1M

New Holdings

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PSK	38K New	$31.07 - $32.25 $1.18M - $1.22M	38K $1.21M
BKLN	30.2K New	$20.12 - $21.0 $607K - $634K	30.2K $631K
IUSV	4K New	$81.46 - $94.63 $326K - $379K	4K $378K
AGG	3.61K New	$96.84 - $99.46 $350K - $359K	3.61K $358K
JMOM	4.97K New	$50.29 - $64.29 $250K - $320K	4.97K $319K
VGIT	5.21K New	$58.63 - $59.9 $306K - $312K	5.21K $311K

Top Sells

Reduced Positions

533 operations

Stock	Shares change	Price Range	Shares Held	Trade History
V	-332K - 58.88%	$308.27 - $373.31 $102M - $124M	232K $82.2M
AAPL	-54.3K - 7.47%	$172.42 - $223.89 $9.37M - $12.2M	673K $138M
AMT	-58.5K - 33.29%	$203.96 - $228.19 $11.9M - $13.4M	117K $25.9M
BRK-B	-3.83K - 2.74%	$483.48 - $539.8 $1.85M - $2.07M	136K $65.9M
UNH	-4.97K - 22.04%	$274.35 - $599.47 $1.36M - $2.98M	17.6K $5.49M
ABBV	-13.9K - 12.98%	$170.16 - $206.27 $2.37M - $2.87M	93.4K $17.3M

Activity Summary All Purchases 229 New Holdings 57 Increased Positions 172 All Sells 533 Reductions 533 Sold out 0 Calls 0 Puts 0

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