Cary Street Partners Investment Advisory LLC Ishares Tr Ishares Core Msci P Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$55.09 - $59.37 $7,547 - $8,133	137 New	137 $7,000

Others Institutions Holding IPAC

# of Institutions

150

Shares Held

25.5M

Call Options Held

Put Options Held

Ronald Blue Trust, Inc. Brentwood, TN

7.24M
Shares

$459 Million
5.75% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$406 Million
5.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.26M
Shares

$80.1 Million
0.01% of portfolio
Assetmark, Inc

1.14M
Shares

$72.3 Million
0.19% of portfolio
Jpmorgan Chase & CO New York, NY

1.01M
Shares

$64.3 Million
0.01% of portfolio

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