Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
56New |
$3.34K - $3.53K
|
56
$3.41K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33+ 0.92% |
$1.97K - $2.08K
|
3.62K
$220K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 1.11% |
$1.61K - $1.7K
|
2.45K
$149K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16New |
$953 - $1.01K
|
16
$974
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 1.27% |
$238 - $252
|
320
$19.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.35% |
$59.6 - $63
|
284
$17.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-15- 0.36% |
$894 - $945
|
4.16K
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-26- 0.61% |
$1.55K - $1.64K
|
4.23K
$258K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-37- 1.33% |
$2.2K - $2.33K
|
2.75K
$168K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-55- 1.39% |
$3.28K - $3.47K
|
3.92K
$238K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-55- 0.13% |
$3.28K - $3.47K
|
42.6K
$2.59M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-79- 5.84% |
$4.71K - $4.98K
|
1.27K
$77.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-91- 75.21% |
$5.42K - $5.73K
|
30
$1.83K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-99- 0.8% |
$5.9K - $6.24K
|
12.3K
$747K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-101- 0.43% |
$6.02K - $6.37K
|
23.3K
$1.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-108- 1.79% |
$6.44K - $6.81K
|
5.92K
$360K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-246- 2.58% |
$14.7K - $15.5K
|
9.29K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-252- 33.33% |
$15K - $15.9K
|
504
$30.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-268- 78.82% |
$16K - $16.9K
|
72
$4.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-316- 0.28% |
$18.8K - $19.9K
|
114K
$6.92M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-319- 2.52% |
$19K - $20.1K
|
12.3K
$752K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-382- 6.04% |
$22.8K - $24.1K
|
5.94K
$362K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-470- 25.84% |
$28K - $29.6K
|
1.35K
$82.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-539- 98.54% |
$32.1K - $34K
|
8
$487
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-615- 11.59% |
$36.6K - $38.8K
|
4.69K
$286K
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-615- 2.22% |
$36.6K - $38.8K
|
27.1K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-630- 6.93% |
$37.5K - $39.7K
|
8.46K
$515K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-635- 9.13% |
$37.8K - $40K
|
6.32K
$385K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-650- 4.62% |
$38.7K - $41K
|
13.4K
$818K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-651- 27.61% |
$38.8K - $41K
|
1.71K
$104K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-889- 6.76% |
$53K - $56K
|
12.3K
$747K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-946- 13.89% |
$56.4K - $59.6K
|
5.86K
$357K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.64K- 2.05% |
$98K - $104K
|
78.7K
$4.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.7K- 13.8% |
$101K - $107K
|
10.6K
$647K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.36K- 10.08% |
$141K - $149K
|
21.1K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.03K- 2.52% |
$180K - $191K
|
117K
$7.12M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.04K- 4.69% |
$181K - $192K
|
61.9K
$3.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.12K- 47.21% |
$186K - $196K
|
3.49K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3.88K- 6.13% |
$231K - $244K
|
59.3K
$3.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-4K- 3.86% |
$238K - $252K
|
99.8K
$6.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.97K- 0.42% |
$296K - $313K
|
1.18M
$71.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.09K- 1.63% |
$303K - $321K
|
308K
$18.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-5.14K- 5.93% |
$306K - $324K
|
81.5K
$4.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.74K- 59.61% |
$342K - $362K
|
3.89K
$237K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-5.93K- 19.67% |
$354K - $374K
|
24.2K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.28K- 5.52% |
$434K - $459K
|
125K
$7.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.2K- 73.92% |
$666K - $705K
|
3.95K
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-13K- 25.21% |
$773K - $818K
|
38.5K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 8.51% |
$790K - $836K
|
143K
$8.68M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.3K- 4.08% |
$1.27M - $1.34M
|
501K
$30.5M
|