Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
616KNew |
$40M - $43.4M
|
616K
$37.1M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228K+ 97.13% |
$14.8M - $16.1M
|
463K
$27.9M
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
47.3K+ 34.84% |
$3.07M - $3.33M
|
183K
$11M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.6K+ 3.91% |
$2.24M - $2.43M
|
920K
$55.4M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
26K+ 2.09% |
$1.69M - $1.83M
|
1.27M
$76.6M
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
13.1K+ 9.4% |
$850K - $923K
|
152K
$9.19M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.4KNew |
$676K - $734K
|
10.4K
$628K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.81K+ 1.97% |
$442K - $479K
|
353K
$21.3M
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
6.57K+ 100.0% |
$426K - $463K
|
13.1K
$792K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.42K+ 0.11% |
$416K - $452K
|
5.62M
$339M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.25K+ 70.01% |
$405K - $440K
|
15.2K
$914K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.75K+ 4.27% |
$308K - $334K
|
116K
$6.99M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.5KNew |
$292K - $317K
|
4.5K
$271K
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.28KNew |
$277K - $301K
|
4.28K
$258K
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.06KNew |
$263K - $286K
|
4.06K
$245K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
3.81K+ 6.2% |
$247K - $268K
|
65.2K
$3.93M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.51KNew |
$228K - $247K
|
3.51K
$211K
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.49K+ 10.92% |
$226K - $246K
|
35.4K
$2.14M
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
BUY
|
- |
3.18KNew |
$207K - $224K
|
3.18K
$192K
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.03K+ 4.35% |
$197K - $214K
|
72.8K
$4.39M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.89K+ 17.85% |
$188K - $203K
|
19.1K
$1.15M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.6K+ 34.68% |
$169K - $183K
|
10.1K
$609K
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.06K+ 1.44% |
$134K - $145K
|
145K
$8.73M
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
1.96K+ 5936.36% |
$127K - $138K
|
1.99K
$120K
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.91K+ 1.09% |
$124K - $134K
|
176K
$10.6M
|
|
Nov 09, 2021
Q3 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
1.3K+ 3.5% |
$84.4K - $91.5K
|
38.4K
$2.31M
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
1.27KNew |
$82.6K - $89.6K
|
1.27K
$76.7K
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.07K+ 3.22% |
$69.4K - $75.3K
|
34.3K
$2.07M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
945+ 0.41% |
$61.3K - $66.5K
|
230K
$13.9M
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
934+ 9.59% |
$60.6K - $65.8K
|
10.7K
$643K
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
852+ 6.73% |
$55.3K - $60K
|
13.5K
$815K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
772+ 12.57% |
$50.1K - $54.3K
|
6.91K
$417K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
734+ 0.77% |
$47.6K - $51.7K
|
95.6K
$5.76M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
725New |
$47K - $51K
|
725
$43.7K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
522+ 2.47% |
$33.9K - $36.7K
|
21.7K
$1.31M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
447+ 3.88% |
$29K - $31.5K
|
12K
$722K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
400+ 6.66% |
$26K - $28.2K
|
6.4K
$386K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
377+ 14.1% |
$24.5K - $26.5K
|
3.05K
$184K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
273New |
$17.7K - $19.2K
|
273
$16.5K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
120New |
$7.79K - $8.45K
|
120
$7.23K
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
102+ 0.94% |
$6.62K - $7.18K
|
10.9K
$657K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
100New |
$6.49K - $7.04K
|
100
$6.03K
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
65New |
$4.22K - $4.58K
|
65
$3.92K
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
49+ 0.11% |
$3.18K - $3.45K
|
44.5K
$2.68M
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.26% |
$2.98K - $3.24K
|
18.1K
$1.09M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28+ 0.08% |
$1.82K - $1.97K
|
34K
$2.05M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.37% |
$1.17K - $1.27K
|
4.84K
$292K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5- 0.02% |
$324 - $352
|
24.9K
$1.5M
|