Purchases and Sales Made in Q4 2024 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 2024. 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 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
306+ 36.34% |
$18.4K - $20.3K
|
1.15K
$84.6K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
291+ 4.94% |
$17.5K - $19.3K
|
6.18K
$455K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
241New |
$14.5K - $16K
|
241
$17.8K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
184New |
$11.1K - $12.2K
|
184
$13.6K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
180+ 11.41% |
$10.8K - $11.9K
|
1.76K
$130K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
170+ 1.78% |
$10.2K - $11.3K
|
9.74K
$718K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
121+ 2.58% |
$7.29K - $8.02K
|
4.81K
$354K
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
107+ 0.44% |
$6.45K - $7.09K
|
24.6K
$1.81M
|
|
Aug 25, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
107+ 50.0% |
$6.45K - $7.09K
|
321
$23.7K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102+ 0.45% |
$6.15K - $6.76K
|
22.6K
$1.67M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
58New |
$3.5K - $3.84K
|
58
$4.27K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
44+ 0.25% |
$2.65K - $2.92K
|
17.8K
$1.31M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
43New |
$2.59K - $2.85K
|
43
$3.17K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
43New |
$2.59K - $2.85K
|
43
$3.17K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
38New |
$2.29K - $2.52K
|
38
$2.8K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
31New |
$1.87K - $2.05K
|
31
$2.28K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
28+ 0.67% |
$1.69K - $1.86K
|
4.22K
$311K
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
17+ 0.14% |
$1.02K - $1.13K
|
12.4K
$911K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
11+ 0.14% |
$663 - $729
|
7.99K
$589K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 2.19% |
$422 - $464
|
327
$24.1K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4New |
$241 - $265
|
4
$295
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 1.92% |
$60.3 - $66.3
|
53
$3.91K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-6- 0.18% |
$362 - $398
|
3.4K
$251K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-23- 1.81% |
$1.39K - $1.52K
|
1.25K
$92.2K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-48- 60.76% |
$2.89K - $3.18K
|
31
$2.28K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-52- 0.49% |
$3.13K - $3.45K
|
10.6K
$778K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-88- 0.91% |
$5.3K - $5.83K
|
9.57K
$705K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-107- 4.35% |
$6.45K - $7.09K
|
2.36K
$174K
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-115- 2.74% |
$6.93K - $7.62K
|
4.08K
$300K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-171- 40.14% |
$10.3K - $11.3K
|
255
$18.8K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-190- 1.79% |
$11.5K - $12.6K
|
10.4K
$766K
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-199- 0.13% |
$12K - $13.2K
|
148K
$10.9M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-247- 4.34% |
$14.9K - $16.4K
|
5.44K
$401K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-282- 7.55% |
$17K - $18.7K
|
3.46K
$255K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-288- 7.42% |
$17.4K - $19.1K
|
3.59K
$265K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-514- 0.64% |
$31K - $34.1K
|
80K
$5.89M
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-545- 31.59% |
$32.8K - $36.1K
|
1.18K
$86.9K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-816- 14.91% |
$49.2K - $54.1K
|
4.66K
$343K
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-900- 0.92% |
$54.2K - $59.6K
|
96.8K
$7.13M
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-929- 2.82% |
$56K - $61.6K
|
32K
$2.36M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-934- 6.5% |
$56.3K - $61.9K
|
13.4K
$991K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-957- 1.23% |
$57.7K - $63.4K
|
77.1K
$5.68M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 1.07% |
$60.3K - $66.3K
|
92.6K
$6.82M
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.25K- 4.16% |
$75.3K - $82.8K
|
28.8K
$2.12M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.36K- 5.64% |
$81.9K - $90.1K
|
22.7K
$1.67M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.79K- 4.23% |
$108K - $119K
|
40.5K
$2.98M
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.39K- 12.85% |
$144K - $158K
|
16.2K
$1.2M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.74K- 32.96% |
$165K - $182K
|
5.57K
$410K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.95K- 2.39% |
$178K - $196K
|
121K
$8.88M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.04K- 26.15% |
$183K - $201K
|
8.58K
$632K
|