Erts Wealth Advisors, LLC Ishares Tr Ishares Core Msci P Transaction History
Erts Wealth Advisors, LLC
- $310 Million
- Q3 2025
A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 136,291 shares of IPAC stock, worth $10.2 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
136,291
Previous 135,449
0.62%
Holding current value
$10.2 Million
Previous $9.31 Million
7.54%
% of portfolio
3.23%
Previous 3.21%
Shares
13 transactions
Others Institutions Holding IPAC
# of Institutions
182Shares Held
19.1MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN6.82MShares$511 Million5.75% of portfolio
-
Jpmorgan Chase & CO New York, NY2.02MShares$151 Million0.01% of portfolio
-
Assetmark, Inc962KShares$72 Million0.15% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA943KShares$70.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY912KShares$68.3 Million0.0% of portfolio