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 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.1K- 5.6% |
$187K - $205K
|
52.3K
$3.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 6.67% |
$202K - $222K
|
46.9K
$3.45M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.07K- 6.66% |
$245K - $270K
|
57.1K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.71K- 3.17% |
$284K - $312K
|
144K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.97K- 0.43% |
$299K - $329K
|
1.14M
$84.1M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-5.45K- 37.18% |
$328K - $361K
|
9.2K
$678K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.96K- 3.33% |
$419K - $461K
|
202K
$14.9M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-25.1K- 41.02% |
$1.51M - $1.66M
|
36.1K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-29.4K- 4.13% |
$1.77M - $1.95M
|
683K
$50.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.2K- 5.89% |
$1.82M - $2M
|
483K
$35.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.2K- 5.99% |
$2.67M - $2.93M
|
694K
$51.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-137K- 9.76% |
$8.24M - $9.06M
|
1.26M
$93.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-926K- 11.34% |
$55.8M - $61.3M
|
7.24M
$534M
|