Avantax Advisory Services, Inc. Ishares Tr Ishares Core Msci P Put Options Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IPAC

# of Institutions

160

Shares Held

18.6M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7M
Shares

$501 Million
5.79% of portfolio
Jpmorgan Chase & CO New York, NY

1.13M
Shares

$80.9 Million
0.01% of portfolio
Assetmark, Inc

989K
Shares

$70.8 Million
0.16% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

966K
Shares

$69.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

882K
Shares

$63.2 Million
0.0% of portfolio

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