Erts Wealth Advisors, LLC Ishares Tr Ishares Core Msci P Transaction History

Erts Wealth Advisors, LLC

  • $514 Million
  • Q1 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 221,265 shares of IPAC stock, worth $14.3 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
221,265
Previous 327,100 32.36%
Holding current value
$14.3 Million
Previous $20 Million 31.09%
% of portfolio
2.68%
Previous 3.77%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$59.63 - $64.37 $6.31 Million - $6.81 Million
-105,835 Reduced 32.36%
221,265 $13.8 Million
Q4 2024

Jan 17, 2025
BUY
$60.27 - $66.27 $1.81 Million - $1.99 Million
29,962 Added 10.08%
327,100 $20 Million
Q3 2024

Oct 17, 2024
BUY
$57.83 - $67.29 $17.2 Million - $20 Million
297,138 New
297,138 $19.8 Million
Q2 2020

Aug 14, 2020
SELL
$43.94 - $55.78 $388,473 - $493,150
-8,841 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$41.43 - $59.45 $5.48 Million - $7.87 Million
-132,356 Reduced 93.74%
8,841 $410,000
Q4 2019

Feb 19, 2020
BUY
$55.17 - $59.7 $4.82 Million - $5.22 Million
87,383 Added 162.38%
141,197 $8.25 Million
Q4 2019

Feb 12, 2020
SELL
$55.17 - $59.7 $4.15 Million - $4.49 Million
-75,134 Reduced 58.27%
53,814 $2.72 Million
Q3 2019

Nov 05, 2019
BUY
$55.53 - $56.79 $2.92 Million - $2.99 Million
52,589 Added 68.87%
128,948 $7.25 Million
Q2 2019

Aug 13, 2019
BUY
N/A
13,794 Added 22.05%
76,359 $4.25 Million
Q1 2019

May 15, 2019
BUY
N/A
8,751 Added 16.26%
62,565 $3.48 Million
Q4 2018

Feb 14, 2019
BUY
N/A
53,814 New
53,814 $2.72 Million

Others Institutions Holding IPAC

# of Institutions
149
Shares Held
25.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES CORE MSCI P

IPAC Quotes by TradingView
  • Ticker IPAC
  • Sector ETFs
  • Industry ETFs
More about IPAC
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