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

Copperleaf Capital, LLC

$105 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	N/A	-3,712 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	N/A	3,712 New	3,712 $209,000

Others Institutions Holding IPAC

# of Institutions

146

Shares Held

27.8M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.26M
Shares

$454 Million
6.56% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

4.71M
Shares

$294 Million
0.07% of portfolio
Municipal Employees' Retirement System Of Michigan

4.68M
Shares

$293 Million
3.82% of portfolio
Jane Street Group, LLC New York, NY

1.27M
Shares

$79.1 Million
0.11% of portfolio
Assetmark, Inc

1.18M
Shares

$74 Million
0.25% of portfolio

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