Copperleaf Capital, LLC Ishares Tr Ishares Core Msci P Transaction History

Copperleaf Capital, LLC

$115 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	$55.67 - $64.44 $206,647 - $239,201	-3,712 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$52.58 - $57.1 $195,176 - $211,955	3,712 New	3,712 $209,000

Others Institutions Holding IPAC

# of Institutions

141

Shares Held

25.9M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.9M
Shares

$476 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$386 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$84.4 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$69.1 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$57.8 Million
0.01% of portfolio

About ISHARES TR ISHARES CORE MSCI P

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