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

Modern Wealth Management, LLC

$2.86 Trillion
Q4 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

152

Shares Held

25.6M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.24M
Shares

$466 Million
5.75% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$412 Million
5.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.26M
Shares

$81.3 Million
0.01% of portfolio
Assetmark, Inc

1.14M
Shares

$73.4 Million
0.19% of portfolio
Jpmorgan Chase & CO New York, NY

1.01M
Shares

$65.3 Million
0.01% of portfolio

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