Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41.7K+ 148.16% |
$2.79M - $3.11M
|
69.9K
$5.15M
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.85KNew |
$191K - $213K
|
2.85K
$210K
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.34K+ 0.82% |
$89.7K - $100K
|
165K
$12.2M
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
971+ 5.61% |
$64.9K - $72.5K
|
18.3K
$1.35M
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
891+ 42.84% |
$59.5K - $66.5K
|
2.97K
$219K
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
779New |
$52K - $58.1K
|
779
$57.4K
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
488New |
$32.6K - $36.4K
|
488
$36K
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
390+ 1.39% |
$26.1K - $29.1K
|
28.5K
$2.1M
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
124New |
$8.28K - $9.26K
|
124
$9.14K
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
124New |
$8.28K - $9.26K
|
124
$9.14K
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.42% |
$66.8 - $74.6
|
235
$17.3K
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 0.96% |
$3.01K - $3.36K
|
4.63K
$341K
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-45- 1.07% |
$3.01K - $3.36K
|
4.18K
$308K
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-264- 1.29% |
$17.6K - $19.7K
|
20.1K
$1.48M
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-492- 5.79% |
$32.9K - $36.7K
|
8K
$590K
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-528- 0.67% |
$35.3K - $39.4K
|
78.6K
$5.79M
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-547- 6.25% |
$36.5K - $40.8K
|
8.2K
$604K
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-894- 18.92% |
$59.7K - $66.7K
|
3.83K
$282K
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.56K- 12.71% |
$104K - $116K
|
10.7K
$789K
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2K- 2.25% |
$134K - $150K
|
87K
$6.41M
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-4.44K- 13.17% |
$297K - $332K
|
29.3K
$2.16M
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.3K- 2.64% |
$1.15M - $1.29M
|
636K
$46.9M
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-178K- 2.54% |
$11.9M - $13.3M
|
6.82M
$502M
|