Legacy Private Trust Co. Purchases in Q2 2025

Legacy Private Trust Co.

  • $1.52 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.48K
+ 1.38%
$498.8 - $620.9 $2.23M - $2.78M
329K $204M
VEA
Vanguard Ftse Developed Market

ETFs
56.5K
+ 5.41%
$45.65 - $57.01 $2.58M - $3.22M
1.1M $62.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
202K
+ 17.21%
$19.1 - $23.83 $3.85M - $4.81M
1.37M $32.8M
JMEE
J P Morgan Exchange Traded Fd

ETFs
72K
+ 418.87%
$49.07 - $59.23 $3.53M - $4.26M
89.2K $5.28M
META
Meta Platforms, Inc.

Communication Services
979
+ 4.76%
$484.66 - $738.09 $474K - $723K
21.5K $15.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
49.4K
+ 13.25%
$39.89 - $49.46 $1.97M - $2.44M
422K $20.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
16.5K
+ 39.25%
$108.12 - $135.04 $1.79M - $2.23M
58.6K $7.91M
XLK
Technology Sector Spdr

ETFs
7.93K
+ 73.18%
$179.73 - $253.23 $1.42M - $2.01M
18.8K $4.75M
SCHX
Schwab Strategic Tr Us Large C

ETFs
66.6K
+ 22.79%
$19.6 - $24.44 $1.31M - $1.63M
359K $8.77M
GE
General Electric CO

Industrials
2.9K
+ 11.23%
$166.81 - $257.39 $484K - $747K
28.7K $7.4M
WFC
Wells Fargo & Company

Financial Services
15.7K
+ 14.14%
$60.98 - $80.12 $958K - $1.26M
127K $10.2M
GS
Goldman Sachs Group Inc

Financial Services
532
+ 4.8%
$462.22 - $707.75 $246K - $377K
11.6K $8.23M
IDEV
Ishares Core Msci Intl Develop

ETFs
17.4K
+ 16.12%
$61.79 - $76.67 $1.08M - $1.33M
125K $9.53M
MUB
Ishares National Muni Bond ETF

ETFs
19.4K
+ 42.77%
$102.31 - $105.8 $1.98M - $2.05M
64.7K $6.75M
UBER
Uber Technologies, Inc

Technology
10.8K
+ 27.04%
$64.62 - $93.3 $699K - $1.01M
50.8K $4.74M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
40.5K
New
$41.2 - $42.29 $1.67M - $1.71M
40.5K $1.71M
GVI
Ishares Tr

ETFs
14.3K
+ 108.0%
$104.82 - $106.79 $1.5M - $1.53M
27.6K $2.95M
BA
Boeing CO

Industrials
2.19K
+ 15.01%
$136.59 - $217.51 $299K - $476K
16.8K $3.52M
XLF
Financial Sector Spdr

ETFs
19.3K
+ 387.45%
$43.92 - $52.37 $846K - $1.01M
24.2K $1.27M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.32K
New
$171.4 - $227.1 $740K - $981K
4.32K $981K
XLV
Select Sector Spdr Fund Health

ETFs
7.11K
New
$128.77 - $144.3 $915K - $1.03M
7.11K $957K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
18.4K
+ 17.48%
$50.52 - $50.92 $930K - $938K
124K $6.3M
XLU
Utilities Sector Spdr

ETFs
8.09K
+ 14.64%
$73.09 - $82.77 $591K - $670K
63.4K $5.17M
PANW
Palo Alto Networks Inc

Technology
1.48K
+ 9.13%
$152.44 - $204.64 $226K - $303K
17.7K $3.62M
DIS
Walt Disney CO

Communication Services
2.66K
+ 14.52%
$81.72 - $124.01 $217K - $330K
21K $2.6M
EDV
Vanguard Extended Duration Tre

ETFs
16.1K
+ 10.75%
$62.83 - $72.45 $1.01M - $1.17M
166K $11.2M
XLC
Select Sector Spdr Tr Communic

ETFs
5.81K
+ 271.56%
$86.13 - $108.53 $501K - $631K
7.96K $863K
BKNG
Booking Holdings Inc.

Consumer Cyclical
43
+ 12.91%
$4164.15 - $5789.24 $179K - $249K
376 $2.18M
MO
Altria Group, Inc.

Consumer Defensive
8.66K
+ 46.11%
$55.56 - $60.91 $481K - $528K
27.5K $1.61M
SUB
Ishares Short Term National Mu

ETFs
4.35K
+ 35.1%
$104.77 - $106.34 $456K - $462K
16.7K $1.78M
XLY
Select Sector Spdr Consumer Di

ETFs
2.02K
+ 126.33%
$176.34 - $218.59 $356K - $442K
3.62K $786K
IYW
Ishares Dj Us Tech ETF

ETFs
441
+ 3.79%
$122.57 - $173.27 $54.1K - $76.4K
12.1K $2.1M
COST
Costco Wholesale Corp

Consumer Defensive
95
+ 1.2%
$908.13 - $1056.85 $86.3K - $100K
8K $7.92M
XLE
Energy Sector Spdr

ETFs
4.79K
New
$76.44 - $94.13 $366K - $451K
4.79K $406K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
15.1K
+ 3.79%
$21.57 - $21.99 $326K - $333K
414K $9.07M
ABBV
Abb Vie Inc.

Healthcare
5.23K
+ 20.89%
$170.16 - $206.27 $889K - $1.08M
30.2K $5.61M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
14.4K
New
$22.22 - $22.92 $319K - $329K
14.4K $325K
ORCL
Oracle Corp

Technology
665
+ 30.32%
$122.82 - $218.63 $81.7K - $145K
2.86K $624K
COF
Capital One Financial Corp

Financial Services
1.31K
New
$150.57 - $212.76 $198K - $280K
1.31K $279K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.82K
+ 2.05%
$22.09 - $22.44 $217K - $220K
489K $10.9M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.88K
+ 3.26%
$90.85 - $102.31 $262K - $295K
91.1K $9.18M
BSMU
Invesco Exchange Self Ind Tr

ETFs
12.7K
+ 13.93%
$20.97 - $21.71 $266K - $275K
104K $2.23M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
11.2K
New
$23.03 - $23.64 $257K - $264K
11.2K $262K
AGZ
Ishares Agency Bond ETF

ETFs
2.35K
New
$108.32 - $109.92 $255K - $258K
2.35K $257K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
11.1K
New
$22.66 - $23.35 $251K - $258K
11.1K $256K
PGR
Progressive Corp

Financial Services
1.15K
+ 26.76%
$255.27 - $288.74 $293K - $331K
5.43K $1.45M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.09K
New
$82.96 - $110.1 $173K - $230K
2.09K $229K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.78K
New
$22.81 - $22.97 $223K - $225K
9.78K $224K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.7K
New
$20.42 - $25.3 $178K - $220K
8.7K $220K
Activity Summary
Buys All Purchases 74 New Holdings 14 Increased Positions 60 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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