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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
456New |
$21.6K - $25.2K
|
456
$30.8K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
400New |
$19K - $22.1K
|
400
$27K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
332+ 4.03% |
$15.7K - $18.4K
|
8.57K
$578K
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
320+ 7.51% |
$15.2K - $17.7K
|
4.58K
$309K
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
262+ 0.6% |
$12.4K - $14.5K
|
43.7K
$2.95M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
129New |
$6.11K - $7.14K
|
129
$8.7K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
81New |
$3.84K - $4.48K
|
81
$5.47K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
61+ 0.41% |
$2.89K - $3.37K
|
14.9K
$1M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
47New |
$2.23K - $2.6K
|
47
$3.17K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34+ 0.43% |
$1.61K - $1.88K
|
7.87K
$531K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
26+ 0.46% |
$1.23K - $1.44K
|
5.63K
$380K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25+ 0.06% |
$1.18K - $1.38K
|
45K
$3.04M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17New |
$806 - $940
|
17
$1.15K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16New |
$758 - $885
|
16
$1.08K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12New |
$569 - $664
|
12
$810
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5+ 2.82% |
$237 - $277
|
182
$12.3K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 100.0% |
$94.8 - $111
|
4
$270
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.01% |
$47.4 - $55.3
|
7.65K
$516K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-130- 52.21% |
$6.16K - $7.19K
|
119
$8.03K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-221- 11.95% |
$10.5K - $12.2K
|
1.63K
$110K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-225- 3.34% |
$10.7K - $12.4K
|
6.51K
$439K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-230- 42.59% |
$10.9K - $12.7K
|
310
$20.9K
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-255- 4.74% |
$12.1K - $14.1K
|
5.12K
$346K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-270Closed |
$12.8K - $14.9K
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-322- 19.22% |
$15.3K - $17.8K
|
1.35K
$91.3K
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-327- 2.79% |
$15.5K - $18.1K
|
11.4K
$769K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-332- 77.03% |
$15.7K - $18.4K
|
99
$6.68K
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-485- 0.97% |
$23K - $26.8K
|
49.7K
$3.35M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-593- 9.39% |
$28.1K - $32.8K
|
5.72K
$386K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-627- 14.15% |
$29.7K - $34.7K
|
3.8K
$257K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-953- 33.4% |
$45.2K - $52.7K
|
1.9K
$128K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.25K- 32.66% |
$59.2K - $69.1K
|
2.58K
$174K
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.5K- 19.5% |
$71.2K - $83.1K
|
6.21K
$419K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.53K- 13.55% |
$72.5K - $84.6K
|
9.76K
$659K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.59K- 14.57% |
$75.3K - $87.8K
|
9.31K
$628K
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.92K- 16.45% |
$90.8K - $106K
|
9.74K
$657K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.41K- 25.9% |
$114K - $133K
|
6.89K
$465K
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-2.53K- 29.42% |
$120K - $140K
|
6.07K
$410K
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.6K- 39.17% |
$123K - $144K
|
4.04K
$272K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3K- 17.36% |
$142K - $166K
|
14.3K
$965K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.57K- 3.84% |
$169K - $197K
|
89.4K
$6.04M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.59K- 21.27% |
$170K - $198K
|
13.3K
$895K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.69K- 6.1% |
$175K - $204K
|
56.8K
$3.83M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.68K- 8.15% |
$222K - $259K
|
52.8K
$3.56M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.13K- 13.51% |
$243K - $284K
|
32.8K
$2.22M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.93K- 9.76% |
$281K - $328K
|
54.9K
$3.7M
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.62K- 5.91% |
$361K - $422K
|
121K
$8.19M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9.61K- 22.44% |
$455K - $532K
|
33.2K
$2.24M
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-10.4K- 22.79% |
$491K - $573K
|
35.1K
$2.37M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 43.57% |
$529K - $618K
|
14.5K
$976K
|