Purchases and Sales Made in Q1 2023 in Ishares Tr Ishares Core Msci P (IPAC)
This table provides information about the institutional ownership of Ishares Tr Ishares Core Msci P (IPAC) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR ISHARES CORE MSCI P.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-161- 13.47% |
$8.57K - $9.4K
|
1.03K
$62.3K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-185- 3.29% |
$9.85K - $10.8K
|
5.44K
$328K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-310- 7.46% |
$16.5K - $18.1K
|
3.85K
$232K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-428- 6.57% |
$22.8K - $25K
|
6.08K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-478- 10.5% |
$25.4K - $27.9K
|
4.08K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-483- 18.76% |
$25.7K - $28.2K
|
2.09K
$126K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-780- 6.79% |
$41.5K - $45.5K
|
10.7K
$646K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-789- 5.52% |
$42K - $46K
|
13.5K
$814K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-888- 0.73% |
$47.3K - $51.8K
|
120K
$7.26M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.28K- 1.28% |
$68.1K - $74.6K
|
98.3K
$5.92M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.45K- 16.87% |
$76.9K - $84.3K
|
7.12K
$429K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 12.41% |
$95.6K - $105K
|
12.7K
$764K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.83K- 32.86% |
$97.6K - $107K
|
3.75K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.12K- 4.11% |
$113K - $124K
|
49.4K
$2.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.34K- 33.91% |
$124K - $136K
|
4.55K
$274K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.45K- 5.6% |
$130K - $143K
|
41.2K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.46K- 4.47% |
$131K - $143K
|
52.4K
$3.16M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.54K- 32.69% |
$135K - $148K
|
5.24K
$316K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.6K- 11.68% |
$138K - $152K
|
19.7K
$1.19M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3K- 8.54% |
$159K - $175K
|
32.1K
$1.93M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4K- 1.97% |
$213K - $233K
|
199K
$12M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.04KClosed |
$215K - $236K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-4.1K- 3.93% |
$218K - $239K
|
100K
$6.05M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.61K- 4.27% |
$245K - $269K
|
103K
$6.23M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.7K- 8.27% |
$250K - $274K
|
52.1K
$3.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.8K- 32.25% |
$255K - $280K
|
10.1K
$608K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 12.9% |
$259K - $284K
|
32.9K
$1.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-5.59K- 11.33% |
$298K - $326K
|
43.8K
$2.64M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-5.64K- 4.09% |
$300K - $329K
|
132K
$7.96M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-6K- 3.14% |
$319K - $350K
|
185K
$11.2M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.32K- 29.72% |
$443K - $485K
|
19.7K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.76K- 5.41% |
$466K - $511K
|
153K
$9.23M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11.1K- 3.4% |
$589K - $646K
|
314K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-15.9K- 14.38% |
$848K - $930K
|
94.9K
$5.72M
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-19.3K- 78.13% |
$1.03M - $1.13M
|
5.41K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.6K- 5.79% |
$1.31M - $1.44M
|
401K
$24.1M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28K- 4.84% |
$1.49M - $1.64M
|
551K
$33.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42.2K- 4.1% |
$2.25M - $2.46M
|
987K
$59.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.6K- 6.89% |
$2.96M - $3.24M
|
751K
$45.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-55.7K- 39.25% |
$2.96M - $3.25M
|
86.2K
$5.2M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-87.7K- 77.59% |
$4.66M - $5.12M
|
25.3K
$1.53M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-90.6K- 6.92% |
$4.82M - $5.29M
|
1.22M
$73.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-107K- 2.26% |
$5.68M - $6.23M
|
4.61M
$278M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-162K- 51.72% |
$8.62M - $9.45M
|
151K
$9.11M
|
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-6.95M- 54.6% |
$370M - $406M
|
5.78M
$348M
|