Erts Wealth Advisors, LLC Ishares Tr Ishares Core Msci P Transaction History
Erts Wealth Advisors, LLC
- $315 Million
- Q4 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 138,990 shares of IPAC stock, worth $10.4 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
138,990
Previous 136,291
1.98%
Holding current value
$10.4 Million
Previous $10 Million
4.03%
% of portfolio
3.3%
Previous 3.23%
Shares
14 transactions
Others Institutions Holding IPAC
# of Institutions
182Shares Held
18.6MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN6.33MShares$474 Million5.5% of portfolio
-
Jpmorgan Chase & CO New York, NY2.02MShares$151 Million0.01% of portfolio
-
Assetmark, Inc967KShares$72.4 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