Liberty Wealth Management LLC Ishares Tr Ishares Core Msci P Call Options Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

$512 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$415 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$90.8 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$74.3 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$62.2 Million
0.01% of portfolio

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