Legacy Private Trust Co. Purchases in Q4 2025

Legacy Private Trust Co.

  • $1.66 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
374K
New
$20.5 - $20.75 $7.68M - $7.77M
374K $7.69M
LQD
Ishares Iboxx $ Investment Gra

ETFs
65.3K
New
$110.25 - $112.92 $7.2M - $7.38M
65.3K $7.2M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
302K
New
$23.06 - $23.38 $6.97M - $7.06M
302K $6.99M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
343K
+ 367.93%
$19.7 - $19.78 $6.76M - $6.78M
436K $8.61M
XLU
Utilities Sector Spdr

ETFs
60.7K
+ 96.01%
$87.89 - $92.9 $5.33M - $5.64M
124K $11M
TLT
Ishares Barclays 20+ Year Trea

ETFs
61.1K
+ 2020.79%
$88.67 - $92.06 $5.42M - $5.63M
64.2K $5.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
55.3K
+ 23.17%
$93.0 - $94.55 $5.15M - $5.23M
294K $27.5M
XLK
Technology Sector Spdr

ETFs
15.4K
+ 88.21%
$278.39 - $304.13 $4.29M - $4.69M
32.9K $9.47M
IVV
Ishares Core S&P 500 ETF

ETFs
3.71K
+ 1.13%
$656.2 - $690.71 $2.44M - $2.56M
333K $225M
JMBS
Janus Detroit Str Tr Henderson

ETFs
69.8K
+ 14.69%
$45.54 - $46.2 $3.18M - $3.22M
545K $24.9M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
46.7K
New
$52.21 - $52.72 $2.44M - $2.46M
46.7K $2.45M
VEA
Vanguard Ftse Developed Market

ETFs
6.84K
+ 0.6%
$59.18 - $62.09 $405K - $425K
1.14M $70.2M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
91.4K
+ 21.11%
$21.9 - $22.08 $2M - $2.02M
524K $11.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.4K
+ 4.07%
$52.54 - $55.77 $915K - $971K
446K $24.4M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
43.5K
+ 8.61%
$22.32 - $22.47 $970K - $977K
548K $12.3M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
48.4K
+ 9.06%
$19.82 - $20.01 $960K - $969K
583K $11.6M
BSMU
Invesco Exchange Self Ind Tr

ETFs
34.1K
+ 37.67%
$21.93 - $22.06 $748K - $753K
125K $2.74M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
30.6K
+ 109.92%
$23.01 - $23.18 $704K - $709K
58.4K $1.35M
XLE
Energy Sector Spdr

ETFs
7.27K
+ 100.0%
$85.22 - $92.02 $619K - $669K
14.5K $1.34M
CSCO
Cisco Systems, Inc.

Technology
4.13K
+ 11.41%
$67.46 - $78.0 $278K - $322K
40.3K $3.13M
XLY
Select Sector Spdr Consumer Di

ETFs
2.95K
+ 97.04%
$228.75 - $242.18 $675K - $714K
5.99K $1.38M
MCD
Mcdonalds Corp

Consumer Cyclical
1.89K
+ 19.33%
$293.81 - $310.11 $554K - $585K
11.6K $3.55M
PH
Parker Hannifin Corp

Industrials
247
+ 4.94%
$716.66 - $857.93 $177K - $212K
5.25K $4.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
723
+ 3.92%
$600.51 - $631.95 $434K - $457K
19.1K $11.8M
GLW
Corning Inc

Technology
5.65K
+ 89.02%
$82.06 - $90.29 $464K - $510K
12K $984K
MUB
Ishares National Muni Bond ETF

ETFs
3.52K
+ 4.35%
$106.36 - $107.61 $375K - $379K
84.5K $9.04M
WFC
Wells Fargo & Company

Financial Services
5.62K
+ 4.33%
$77.62 - $87.3 $436K - $490K
135K $11.3M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
16K
+ 19.77%
$23.56 - $23.67 $378K - $380K
97.2K $2.3M
NEE
Nextera Energy Inc

Utilities
2.22K
+ 14.42%
$78.18 - $86.03 $174K - $191K
17.6K $1.51M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.97K
+ 1.41%
$23.02 - $24.23 $114K - $120K
358K $8.56M
NFLX
Netflix Inc

Communication Services
32.4K
+ 1092.24%
$110.29 - $1241.35 $3.57M - $40.2M
35.3K $3.9M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
14.5K
+ 80.73%
$23.34 - $23.51 $338K - $341K
32.5K $761K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.47K
New
$37.61 - $39.41 $319K - $334K
8.47K $327K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
12.6K
+ 62.08%
$23.58 - $23.73 $298K - $300K
33K $781K
CRM
Salesforce, Inc.

Technology
1.12K
+ 23.67%
$235.69 - $263.41 $264K - $296K
5.86K $1.39M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.33K
+ 2.12%
$25.85 - $27.19 $189K - $199K
353K $9.36M
XLP
Consumer Staples Sector Spdr

ETFs
2.96K
New
N/A
2.96K $224K
XOM
Exxon Mobil Corp

Energy
245
+ 0.7%
$110.64 - $119.78 $27.1K - $29.3K
35K $4.12M
XLF
Financial Sector Spdr

ETFs
4.35K
+ 17.94%
$51.76 - $53.77 $225K - $234K
28.6K $1.5M
KO
Coca Cola CO

Consumer Defensive
1.03K
+ 5.92%
$66.1 - $71.61 $68.3K - $74K
18.5K $1.31M
RTX
Raytheon Technologies Corp

Industrials
443
+ 5.83%
$157.0 - $179.44 $69.6K - $79.5K
8.04K $1.41M
ORCL
Oracle Corp

Technology
1.6K
+ 43.21%
$217.57 - $313.0 $348K - $500K
5.3K $1.16M
ABBV
Abb Vie Inc.

Healthcare
178
+ 0.57%
$211.96 - $244.38 $37.7K - $43.5K
31.2K $7.31M
FISV
Fiserv Inc

Technology
907
+ 1.32%
N/A
69.9K $8.75M
GVI
Ishares Tr

ETFs
934
+ 3.69%
$107.08 - $108.01 $100K - $101K
26.2K $2.81M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.48K
+ 2.78%
$61.3 - $64.67 $152K - $160K
91.6K $5.75M
DE
Deere & CO

Industrials
156
+ 26.76%
$439.11 - $480.78 $68.5K - $75K
739 $351K
AEP
American Electric Power CO Inc

Utilities
436
+ 14.53%
$112.75 - $122.73 $49.2K - $53.5K
3.44K $416K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
1.71K
+ 36.15%
$43.28 - $43.85 $73.8K - $74.8K
6.43K $280K
Activity Summary
Buys All Purchases 87 New Holdings 11 Increased Positions 76 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 1
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