Wealth Quarterback LLC Ishares Tr Ishares Core Msci P Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 17, 2020	SELL	$43.94 - $55.78 $43,544 - $55,277	-991 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$55.17 - $59.7 $54,673 - $59,162	991 New	991 $0

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

$499 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$405 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$88.5 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$72.4 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$60.7 Million
0.01% of portfolio

About ISHARES TR ISHARES CORE MSCI P

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