Client 1 St Advisory Group, LLC Ishares Tr Ishares Core Msci P Transaction History
Client 1 St Advisory Group, LLC
- $271 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding IPAC
# of Institutions
155Shares Held
18.3MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN7MShares$500 Million5.79% of portfolio
-
Jpmorgan Chase & CO New York, NY1.13MShares$80.7 Million0.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1MShares$71.5 Million0.01% of portfolio
-
Assetmark, Inc989KShares$70.6 Million0.16% of portfolio
-
Morgan Stanley New York, NY879KShares$62.8 Million0.0% of portfolio