A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,164 shares of IPAC stock, worth $275,490. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,164
Previous 4,179 0.36%
Holding current value
$275,490
Previous $258 Million 1.3%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$59.59 - $63.02 $893 - $945
-15 Reduced 0.36%
4,164 $255 Million
Q1 2024

May 13, 2024

SELL
$58.42 - $63.62 $25,996 - $28,310
-445 Reduced 9.62%
4,179 $258 Million
Q4 2023

Feb 14, 2024

BUY
$53.05 - $59.52 $245,303 - $275,220
4,624 New
4,624 $275 Million

Others Institutions Holding IPAC

About ISHARES TR ISHARES CORE MSCI P


  • Ticker IPAC
  • Sector ETFs
  • Industry ETFs
More about IPAC
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.