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 |
---|---|---|---|---|---|---|---|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
410+ 20.97% |
$21.8K - $24.4K
|
2.37K
$145K
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
386+ 4.22% |
$20.5K - $23K
|
9.54K
$586K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
353+ 102.62% |
$18.7K - $21K
|
697
$42.8K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
350New |
$18.6K - $20.8K
|
350
$21.5K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
324+ 7.7% |
$17.2K - $19.3K
|
4.53K
$278K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
324+ 7.7% |
$17.2K - $19.3K
|
4.53K
$278K
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
285+ 0.84% |
$15.1K - $17K
|
34.2K
$2.1M
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
241New |
$12.8K - $14.3K
|
241
$14.8K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
188+ 1.86% |
$9.97K - $11.2K
|
10.3K
$634K
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
182+ 0.16% |
$9.66K - $10.8K
|
114K
$7M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
151New |
$8.01K - $8.99K
|
151
$9.28K
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
127+ 0.45% |
$6.74K - $7.56K
|
28.3K
$1.74M
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
127+ 0.45% |
$6.74K - $7.56K
|
28.3K
$1.74M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
123+ 3.38% |
$6.53K - $7.32K
|
3.76K
$231K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
77+ 0.8% |
$4.08K - $4.58K
|
9.67K
$594K
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
41+ 1.49% |
$2.18K - $2.44K
|
2.79K
$171K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30New |
$1.59K - $1.79K
|
30
$1.84K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28+ 0.06% |
$1.49K - $1.67K
|
48.6K
$2.99M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.35% |
$1.06K - $1.19K
|
5.76K
$354K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 1.9% |
$318 - $357
|
321
$19.7K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.38% |
$53.1 - $59.5
|
265
$16.3K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3- 0.04% |
$159 - $179
|
7.97K
$490K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16- 0.44% |
$849 - $952
|
3.59K
$220K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-29- 2.27% |
$1.54K - $1.73K
|
1.25K
$76.8K
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-37- 0.86% |
$1.96K - $2.2K
|
4.26K
$262K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52- 0.74% |
$2.76K - $3.1K
|
7.01K
$430K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-55- 0.54% |
$2.92K - $3.27K
|
10.1K
$623K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-68- 1.4% |
$3.61K - $4.05K
|
4.79K
$294K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-91- 62.76% |
$4.83K - $5.42K
|
54
$3.32K
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-133- 3.17% |
$7.06K - $7.92K
|
4.06K
$249K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-134- 1.19% |
$7.11K - $7.98K
|
11.1K
$685K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-146- 6.44% |
$7.75K - $8.69K
|
2.12K
$130K
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-342- 2.54% |
$18.1K - $20.4K
|
13.1K
$806K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-383- 6.78% |
$20.3K - $22.8K
|
5.27K
$323K
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-480- 0.7% |
$25.5K - $28.6K
|
68K
$4.18M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-551- 26.28% |
$29.2K - $32.8K
|
1.55K
$95K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-906- 1.82% |
$48.1K - $53.9K
|
48.8K
$3M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-947- 1.11% |
$50.2K - $56.4K
|
84.3K
$5.18M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-966- 1.91% |
$51.2K - $57.5K
|
49.7K
$3.05M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-968- 61.62% |
$51.4K - $57.6K
|
603
$37K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 5.16% |
$68.9K - $77.3K
|
23.9K
$1.47M
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.31K- 15.43% |
$69.4K - $77.9K
|
7.17K
$440K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.53K- 3.12% |
$81.3K - $91.2K
|
47.5K
$2.92M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.63K- 3.6% |
$86.2K - $96.7K
|
43.5K
$2.67M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.69K- 1.62% |
$89.4K - $100K
|
102K
$6.29M
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.82K- 2.01% |
$96.3K - $108K
|
88.6K
$5.44M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.95K- 0.27% |
$103K - $116K
|
711K
$43.7M
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2K- 13.97% |
$106K - $119K
|
12.3K
$757K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.33K- 93.14% |
$124K - $139K
|
172
$10.6K
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.81K- 7.13% |
$149K - $167K
|
36.5K
$2.24M
|