Betterment LLC Ishares Tr Ishares Core Msci P Transaction History

Betterment LLC

$50.6 Billion
Q3 2025

A detailed history of Betterment LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Betterment LLC holds 4,938 shares of IPAC stock, worth $369,856. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,938

Holding current value

$369,856

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$66.81 - $74.64 $329,907 - $368,572	4,938 New	4,938 $363,000

Others Institutions Holding IPAC

# of Institutions

181

Shares Held

19M

Call Options Held

Put Options Held

Ronald Blue Trust, Inc. Brentwood, TN

6.82M
Shares

$511 Million
5.75% of portfolio
Jpmorgan Chase & CO New York, NY

2.02M
Shares

$151 Million
0.01% of portfolio
Assetmark, Inc

962K
Shares

$72 Million
0.15% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

943K
Shares

$70.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

912K
Shares

$68.3 Million
0.0% of portfolio

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About ISHARES TR ISHARES CORE MSCI P

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