Berkshire Asset Management LLC Ishares Tr Ishares Core Msci P Transaction History

Berkshire Asset Management LLC

$2 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 29, 2019	SELL	N/A	-4,403 Closed	0 $0
Q1 2019 Apr 16, 2019	BUY	N/A	4,403 New	4,403 $245,000

Others Institutions Holding IPAC

# of Institutions

141

Shares Held

24.8M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.16M
Shares

$460 Million
6.08% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$412 Million
5.44% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.45M
Shares

$92.9 Million
0.02% of portfolio
Assetmark, Inc

1.18M
Shares

$75.7 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

901K
Shares

$57.9 Million
0.0% of portfolio

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