Trust CO Of Vermont Ishares Tr Ishares Core Msci P Transaction History

Trust CO Of Vermont

$1.98 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	$47.94 - $55.96 $3,547 - $4,141	74 New	74 $4,000
Q2 2021 Jul 15, 2021	SELL	$65.17 - $68.78 $1,694 - $1,788	-26 Closed	0 $0
Q1 2021 Apr 16, 2021	SELL	$63.97 - $68.72 $383 - $412	-6 Reduced 18.75%	26 $2,000
Q4 2020 Feb 03, 2021	SELL	$55.67 - $64.44 $445 - $515	-8 Reduced 20.0%	32 $2,000
Q3 2020 Nov 06, 2020	BUY	$52.58 - $57.1 $2,103 - $2,284	40 New	40 $2,000
Q1 2020 Apr 24, 2020	SELL	$41.43 - $59.45 $2,195 - $3,150	-53 Closed	0 $0
Q4 2019 Feb 06, 2020	SELL	$55.17 - $59.7 $717 - $776	-13 Reduced 19.7%	53 $3,000
Q2 2018 Jul 11, 2018	SELL	N/A	-23 Reduced 25.84%	66 $4,000
Q4 2017 Feb 02, 2018	BUY	N/A	89	89 $5,000

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

$476 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$386 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$84.4 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$69.1 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$57.8 Million
0.01% of portfolio

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