Evanson Asset Management, LLC Ishares Tr Ishares Core Msci P Transaction History

Evanson Asset Management, LLC

$1.35 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 24, 2020	BUY	$41.43 - $59.45 $50,834 - $72,945	1,227 Added 17.69%	8,165 $379,000
Q3 2017 Nov 14, 2017	BUY	N/A	6,938	6,938 $392,000

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

$481 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$390 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$85.3 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$69.8 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$58.4 Million
0.01% of portfolio

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