Kovack Advisors, Inc. Ishares Tr Ishares Core Msci P Transaction History

Kovack Advisors, Inc.

$988 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 09, 2018	SELL	N/A	-3,735 Closed	0 $0
Q2 2018 Aug 01, 2018	BUY	N/A	3,735 New	3,735 $215,000

Others Institutions Holding IPAC

# of Institutions

171

Shares Held

18.5M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

6.82M
Shares

$507 Million
5.75% of portfolio
Jpmorgan Chase & CO New York, NY

1.13M
Shares

$84.1 Million
0.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

966K
Shares

$71.8 Million
0.01% of portfolio
Assetmark, Inc

962K
Shares

$71.6 Million
0.15% of portfolio
Morgan Stanley New York, NY

882K
Shares

$65.7 Million
0.0% 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 Kovack Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kovack Advisors, Inc. with notifications on news.