Purchases and Sales Made in Q2 2025 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 2025. 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 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
176+ 16.97% |
$9.81K - $12.1K
|
1.21K
$89.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
139New |
$7.75K - $9.55K
|
139
$10.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
98+ 2.7% |
$5.46K - $6.73K
|
3.73K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
94+ 1.57% |
$5.24K - $6.46K
|
6.08K
$448K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
70+ 0.41% |
$3.9K - $4.81K
|
17.3K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
56+ 19.72% |
$3.12K - $3.85K
|
340
$25.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
49+ 14.98% |
$2.73K - $3.37K
|
376
$27.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
43+ 0.91% |
$2.4K - $2.95K
|
4.77K
$352K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
41+ 0.51% |
$2.28K - $2.82K
|
8.03K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
36+ 0.87% |
$2.01K - $2.47K
|
4.16K
$307K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24+ 0.48% |
$1.34K - $1.65K
|
4.97K
$366K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
23+ 0.25% |
$1.28K - $1.58K
|
9.22K
$679K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
15+ 0.01% |
$836 - $1.03K
|
121K
$8.9M
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
13New |
$724 - $893
|
13
$958
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$557 - $687
|
10
$737
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 5.66% |
$167 - $206
|
56
$4.13K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 24.39% |
$557 - $687
|
31
$2.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 7.45% |
$1.06K - $1.31K
|
236
$17.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-28- 0.66% |
$1.56K - $1.92K
|
4.22K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-50- 0.92% |
$2.79K - $3.44K
|
5.41K
$399K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-88- 15.44% |
$4.9K - $6.05K
|
482
$35.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-100- 1.03% |
$5.57K - $6.87K
|
9.64K
$711K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 3.27% |
$5.57K - $6.87K
|
2.96K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-101- 5.78% |
$5.63K - $6.94K
|
1.65K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-107- 33.33% |
$5.96K - $7.35K
|
214
$15.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-147- 3.01% |
$8.19K - $10.1K
|
4.74K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-153- 3.13% |
$8.53K - $10.5K
|
4.74K
$349K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-176- 5.38% |
$9.81K - $12.1K
|
3.09K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-262- 5.3% |
$14.6K - $18K
|
4.68K
$345K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-325- 3.46% |
$18.1K - $22.3K
|
9.07K
$668K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-383- 0.94% |
$21.3K - $26.3K
|
40.4K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-447- 6.64% |
$24.9K - $30.7K
|
6.28K
$463K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-532- 47.58% |
$29.6K - $36.6K
|
586
$43.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-566- 3.85% |
$31.5K - $38.9K
|
14.1K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-685- 7.16% |
$38.2K - $47.1K
|
8.88K
$654K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-770- 1.06% |
$42.9K - $52.9K
|
72K
$5.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-841- 1.05% |
$46.9K - $57.8K
|
79.1K
$5.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.41K- 26.11% |
$78.7K - $97.1K
|
4K
$295K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.5K- 12.23% |
$83.6K - $103K
|
10.8K
$793K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.8K- 4.92% |
$100K - $124K
|
34.8K
$2.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.01K- 9.31% |
$112K - $138K
|
19.6K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.03K- 3.6% |
$113K - $139K
|
54.3K
$4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.21K- 15.26% |
$123K - $152K
|
12.3K
$904K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-2.42K- 8.28% |
$135K - $166K
|
26.8K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.83K- 5.47% |
$158K - $195K
|
48.9K
$3.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-3.12K- 2.23% |
$174K - $214K
|
137K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-3.21K- 9.17% |
$179K - $220K
|
31.7K
$2.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.54K- 13.96% |
$253K - $312K
|
28K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.75K- 15.13% |
$265K - $327K
|
26.7K
$1.96M
|