Evensky & Katz LLC Ishares Tr Ishares Core Msci P Transaction History

Evensky & Katz LLC

$1.54 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 09, 2021	SELL	$63.97 - $68.72 $3,326 - $3,573	-52 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$55.67 - $64.44 $2,894 - $3,350	52 New	52 $3,000

Others Institutions Holding IPAC

# of Institutions

142

Shares Held

26M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.9M
Shares

$493 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$400 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$87.4 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$71.5 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$59.9 Million
0.01% of portfolio

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