Purchases and Sales Made in Q4 2023 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 2023. 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 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.94M+ 40.21% |
$103M - $115M
|
6.76M
$407M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
264K+ 1150.54% |
$14M - $15.7M
|
287K
$17.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
263K+ 6.7% |
$13.9M - $15.6M
|
4.18M
$252M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
199KNew |
$10.6M - $11.8M
|
199K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
110K+ 78.33% |
$5.84M - $6.56M
|
251K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
86.5K+ 57.42% |
$4.59M - $5.15M
|
237K
$14.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
56.3K+ 685.49% |
$2.98M - $3.35M
|
64.5K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
54.1K+ 114.23% |
$2.87M - $3.22M
|
101K
$6.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
37.6KNew |
$2M - $2.24M
|
37.6K
$2.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26.8K+ 4.49% |
$1.42M - $1.59M
|
623K
$37.6M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
24.3KNew |
$1.29M - $1.45M
|
24.3K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20.7KNew |
$1.1M - $1.23M
|
20.7K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
20.3K+ 20.89% |
$1.08M - $1.21M
|
117K
$7.08M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.4KNew |
$709K - $796K
|
13.4K
$806K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
13.2KNew |
$698K - $783K
|
13.2K
$793K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.7K+ 17.21% |
$672K - $754K
|
86.3K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.4K+ 16.41% |
$606K - $680K
|
81K
$4.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.5K+ 2.27% |
$558K - $626K
|
474K
$28.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.09K+ 20.99% |
$482K - $541K
|
52.4K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.88K+ 19.72% |
$471K - $529K
|
53.9K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.73K+ 125.49% |
$410K - $460K
|
13.9K
$837K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.89KNew |
$366K - $410K
|
6.89K
$415K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.59K+ 77.71% |
$296K - $332K
|
12.8K
$770K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.19KNew |
$276K - $309K
|
5.19K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.05K+ 28.21% |
$268K - $301K
|
23K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.62KNew |
$245K - $275K
|
4.62K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.93KNew |
$208K - $234K
|
3.93K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.85K+ 1.23% |
$204K - $229K
|
317K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.81KNew |
$202K - $227K
|
3.81K
$230K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.6K+ 2.46% |
$191K - $214K
|
150K
$9.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.43KNew |
$182K - $204K
|
3.43K
$207K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.32K+ 15.26% |
$176K - $198K
|
25.1K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.11K+ 8.55% |
$165K - $185K
|
39.5K
$2.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.76K+ 2.51% |
$146K - $164K
|
112K
$6.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.76K+ 102.69% |
$93.3K - $105K
|
3.47K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.61K+ 1.58% |
$85.5K - $95.9K
|
104K
$6.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
1.57K+ 0.29% |
$83.4K - $93.6K
|
551K
$33.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.27K+ 5.02% |
$67.2K - $75.4K
|
26.5K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.24K+ 28.86% |
$65.7K - $73.7K
|
5.53K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.23K+ 31.5% |
$65K - $73K
|
5.12K
$308K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
1.19K+ 5.45% |
$63.2K - $70.9K
|
23.1K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.13K+ 9.33% |
$60.1K - $67.4K
|
13.3K
$801K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 9.6% |
$58.2K - $65.4K
|
12.5K
$756K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.09KNew |
$57.6K - $64.6K
|
1.09K
$65.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.04KNew |
$55.3K - $62.1K
|
1.04K
$62.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
723+ 14.95% |
$38.4K - $43K
|
5.56K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
720+ 2.31% |
$38.2K - $42.9K
|
31.8K
$1.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
512New |
$27.2K - $30.5K
|
512
$30.9K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
502+ 4.66% |
$26.6K - $29.9K
|
11.3K
$680K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
455New |
$24.1K - $27.1K
|
455
$27.4K
|