Fulcrum Equity Management Ishares Tr Ishares Core Msci P Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 12, 2020	SELL	$55.17 - $59.7 $331 - $358	-6 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$55.53 - $56.79 $333 - $340	6 New	6 $0

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

$500 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$405 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$88.6 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$72.5 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$60.7 Million
0.01% of portfolio

About ISHARES TR ISHARES CORE MSCI P

Ticker IPAC
Sector ETFs
Industry ETFs

More about IPAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.