Tpg Financial Advisors, LLC Ishares Tr Ishares Core Msci P Transaction History

Tpg Financial Advisors, LLC

$230 Million
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 14, 2022	BUY	$57.09 - $64.7 $5,994 - $6,793	105 Added 2.89%	3,738 $228,000
Q4 2021 Jan 14, 2022	BUY	$63.0 - $67.99 $228,879 - $247,007	3,633 New	3,633 $232,000
Q2 2020 Jul 10, 2020	SELL	$43.94 - $55.78 $1.55 Million - $1.97 Million	-35,237 Closed	0 $0
Q1 2020 Jul 29, 2022	SELL	$41.43 - $59.45 $51,456 - $73,836	-1,242 Reduced 3.4%	35,237 $1.63 Million
Q1 2020 Apr 06, 2020	SELL	$41.43 - $59.45 $337,074 - $483,685	-8,136 Reduced 18.24%	36,479 $1.69 Million
Q4 2019 Jan 14, 2020	BUY	$55.17 - $59.7 $102,836 - $111,280	1,864 Added 4.36%	44,615 $2.61 Million
Q3 2019 Oct 03, 2019	BUY	$55.53 - $56.79 $552,023 - $564,549	9,941 Added 30.3%	42,751 $2.4 Million
Q2 2019 Jul 08, 2019	SELL	N/A	-6,347 Reduced 16.21%	32,810 $1.86 Million
Q1 2019 Apr 03, 2019	BUY	N/A	8,730 Added 28.69%	39,157 $2.21 Million
Q4 2018 Feb 05, 2019	BUY	N/A	30,427 New	30,427 $1.54 Million

Others Institutions Holding IPAC

# of Institutions

142

Shares Held

25.4M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.24M
Shares

$450 Million
5.75% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$398 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$87.1 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$71.2 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$59.6 Million
0.01% of portfolio

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