Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
741K+ 10.35% |
$42.9M - $49.9M
|
7.9M
$476M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
297KNew |
$17.2M - $20M
|
297K
$17.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
114K+ 19.1% |
$6.61M - $7.69M
|
713K
$43M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.5K+ 46.64% |
$3.85M - $4.48M
|
209K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
59.2K+ 6.57% |
$3.42M - $3.98M
|
960K
$57.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
55.3KNew |
$3.2M - $3.72M
|
55.3K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
48.6KNew |
$2.81M - $3.27M
|
48.6K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.2KNew |
$2.55M - $2.97M
|
44.2K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
43.5KNew |
$2.51M - $2.93M
|
43.5K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40.3K+ 407.84% |
$2.33M - $2.71M
|
50.2K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.2K+ 5.05% |
$2.32M - $2.7M
|
837K
$50.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
38.9K+ 54.49% |
$2.25M - $2.61M
|
110K
$6.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
30.9KNew |
$1.79M - $2.08M
|
30.9K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27.5K+ 25.19% |
$1.59M - $1.85M
|
137K
$8.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23K+ 4.61% |
$1.33M - $1.55M
|
522K
$31.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
19KNew |
$1.1M - $1.28M
|
19K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
18.5K+ 48.17% |
$1.07M - $1.25M
|
57K
$3.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 2.41% |
$697K - $812K
|
513K
$30.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
10.2K+ 8.24% |
$591K - $688K
|
134K
$8.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.06K+ 10.68% |
$408K - $475K
|
73.2K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.32K+ 7.06% |
$365K - $425K
|
95.8K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.19KNew |
$242K - $282K
|
4.19K
$252K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.26KNew |
$188K - $219K
|
3.26K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.2KNew |
$185K - $215K
|
3.2K
$193K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.17KNew |
$183K - $213K
|
3.17K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
3.09KNew |
$178K - $208K
|
3.09K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.03KNew |
$175K - $204K
|
3.03K
$182K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.93K+ 33.25% |
$169K - $197K
|
11.7K
$708K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.89K+ 10.66% |
$167K - $195K
|
30K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.14K+ 0.69% |
$124K - $144K
|
310K
$18.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.73KNew |
$99.8K - $116K
|
1.73K
$104K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.34K+ 5.36% |
$77.2K - $89.8K
|
26.3K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.23K+ 25.02% |
$71.3K - $83K
|
6.16K
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
946+ 7.04% |
$54.7K - $63.7K
|
14.4K
$867K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
915+ 10.17% |
$52.9K - $61.6K
|
9.92K
$598K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
811+ 3.48% |
$46.9K - $54.6K
|
24.1K
$1.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
750+ 11.52% |
$43.4K - $50.5K
|
7.26K
$438K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
663+ 1183.93% |
$38.3K - $44.6K
|
719
$43.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
540+ 5.36% |
$31.2K - $36.3K
|
10.6K
$640K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
390+ 16.81% |
$22.6K - $26.2K
|
2.71K
$163K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
364+ 3.92% |
$21.1K - $24.5K
|
9.66K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
330New |
$19.1K - $22.2K
|
330
$19.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
229+ 16.98% |
$13.2K - $15.4K
|
1.58K
$95.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
164New |
$9.48K - $11K
|
164
$9.88K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
142+ 50.0% |
$8.21K - $9.56K
|
426
$25.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
139+ 0.57% |
$8.04K - $9.35K
|
24.5K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
79New |
$4.57K - $5.32K
|
79
$4.76K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
71+ 1.8% |
$4.11K - $4.78K
|
4.02K
$242K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60New |
$3.47K - $4.04K
|
60
$3.62K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
44+ 550.0% |
$2.54K - $2.96K
|
52
$3.13K
|