Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
340K+ 400.73% |
$16.1M - $18.8M
|
425K
$27.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
111KNew |
$5.25M - $6.13M
|
111K
$7.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
105K+ 1253.29% |
$4.96M - $5.79M
|
113K
$7.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
99.5KNew |
$4.72M - $5.51M
|
99.5K
$6.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
96.1K+ 41.95% |
$4.56M - $5.32M
|
325K
$20.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
91K+ 536.41% |
$4.31M - $5.03M
|
108K
$6.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.6K+ 40.13% |
$4.25M - $4.96M
|
313K
$20M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
87.8K+ 162.4% |
$4.16M - $4.86M
|
142K
$9.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
72.5K+ 7.57% |
$3.43M - $4.01M
|
1.03M
$65.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
67.4KNew |
$3.19M - $3.73M
|
67.4K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
59.7KNew |
$2.83M - $3.3M
|
59.7K
$3.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51.6KNew |
$2.44M - $2.85M
|
51.6K
$3.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
49.4KNew |
$2.34M - $2.73M
|
49.4K
$3.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
37.7K+ 22.76% |
$1.79M - $2.08M
|
203K
$13M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
32.9K+ 2.57% |
$1.56M - $1.82M
|
1.31M
$83.6M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
30.8K+ 19.22% |
$1.46M - $1.71M
|
191K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
24.7KNew |
$1.17M - $1.37M
|
24.7K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
24.2KNew |
$1.15M - $1.34M
|
24.2K
$1.55M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
17.6K+ 3.14% |
$836K - $976K
|
579K
$37M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
16.9K+ 13.2% |
$799K - $933K
|
145K
$9.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8KNew |
$749K - $875K
|
15.8K
$1.01M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
14.2K+ 16082.95% |
$671K - $783K
|
14.2K
$909K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$629K - $734K
|
13.3K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.8KNew |
$609K - $711K
|
12.8K
$821K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$564K - $658K
|
11.9K
$760K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.3KNew |
$534K - $623K
|
11.3K
$720K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
7.33K+ 12.6% |
$347K - $405K
|
65.5K
$4.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.85K+ 1.62% |
$325K - $379K
|
429K
$27.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.85KNew |
$325K - $379K
|
6.85K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6KNew |
$284K - $332K
|
6K
$383K
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
5.5KNew |
$261K - $304K
|
5.5K
$351K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.55KNew |
$216K - $252K
|
4.55K
$291K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.44KNew |
$210K - $246K
|
4.44K
$283K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.16KNew |
$197K - $230K
|
4.16K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.93KNew |
$186K - $217K
|
3.93K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
3.1K+ 3.06% |
$147K - $171K
|
104K
$6.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.01KNew |
$142K - $166K
|
3.01K
$192K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2.72KNew |
$129K - $151K
|
2.72K
$174K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.14K+ 38.05% |
$102K - $119K
|
7.78K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.13K+ 10.55% |
$101K - $118K
|
22.3K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.92KNew |
$91K - $106K
|
1.92K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.55K+ 6.11% |
$73.5K - $85.7K
|
26.9K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.32KNew |
$62.6K - $73K
|
1.32K
$84.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.27K+ 24.51% |
$60K - $70.1K
|
6.44K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
900+ 19.22% |
$42.7K - $49.8K
|
5.58K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
839+ 0.84% |
$39.8K - $46.4K
|
101K
$6.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
762+ 37.28% |
$36.1K - $42.2K
|
2.81K
$179K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
578+ 6.67% |
$27.4K - $32K
|
9.24K
$590K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
511+ 100.0% |
$24.2K - $28.3K
|
1.02K
$65.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
492+ 4.47% |
$23.3K - $27.2K
|
11.5K
$734K
|