Latest Institutional Transactions on Ishares Tr Ishares Core Msci P (IPAC)
This table provides information on the latest institutional transactions involving Ishares Tr Ishares Core Msci P (IPAC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-171- 40.14% |
$10.3K - $11.3K
|
255
$15.8K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
17.3K+ 12.9% |
$1.04M - $1.15M
|
152K
$9.42M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.17KNew |
$311K - $342K
|
5.17K
$321K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.79K- 4.23% |
$108K - $119K
|
40.5K
$2.52M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-926K- 11.34% |
$55.8M - $61.3M
|
7.24M
$450M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
291+ 4.94% |
$17.5K - $19.3K
|
6.18K
$384K
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-115- 2.74% |
$6.93K - $7.62K
|
4.08K
$253K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-288- 7.42% |
$17.4K - $19.1K
|
3.59K
$223K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-190- 1.79% |
$11.5K - $12.6K
|
10.4K
$646K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-6- 0.18% |
$362 - $398
|
3.4K
$211K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
31New |
$1.87K - $2.05K
|
31
$1.93K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
999+ 4.99% |
$60.2K - $66.2K
|
21K
$1.31M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
857New |
$51.7K - $56.8K
|
857
$53.3K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
954+ 9.62% |
$57.5K - $63.2K
|
10.9K
$676K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4New |
$241 - $265
|
4
$249
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
42K+ 38.1% |
$2.53M - $2.78M
|
152K
$9.46M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
17+ 0.14% |
$1.02K - $1.13K
|
12.4K
$768K
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
14.7KNew |
$885K - $973K
|
14.7K
$913K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 6.67% |
$202K - $222K
|
46.9K
$2.91M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-816- 14.91% |
$49.2K - $54.1K
|
4.66K
$289K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.36K- 5.64% |
$81.9K - $90.1K
|
22.7K
$1.41M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
61.4K+ 107.66% |
$3.7M - $4.07M
|
118K
$7.36M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.1K+ 2.02% |
$727K - $799K
|
609K
$37.8M
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-514- 0.64% |
$31K - $34.1K
|
80K
$4.97M
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.39K- 12.85% |
$144K - $158K
|
16.2K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
28+ 0.67% |
$1.69K - $1.86K
|
4.22K
$262K
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
30K+ 10.08% |
$1.81M - $1.99M
|
327K
$20.3M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-282- 7.55% |
$17K - $18.7K
|
3.46K
$215K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15.1KNew |
$908K - $998K
|
15.1K
$936K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
44+ 0.25% |
$2.65K - $2.92K
|
17.8K
$1.11M
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
7.56K+ 12.84% |
$456K - $501K
|
66.4K
$4.13M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
934+ 8.91% |
$56.3K - $61.9K
|
11.4K
$710K
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-545- 31.59% |
$32.8K - $36.1K
|
1.18K
$73.3K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
59.2K+ 6.57% |
$3.42M - $3.98M
|
960K
$59.6M
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.6K- 1.72% |
$150K - $175K
|
149K
$9.24M
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.34K+ 5.36% |
$77.2K - $89.8K
|
26.3K
$1.63M
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$578 - $673
|
10
$622
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.93K+ 33.25% |
$169K - $197K
|
11.7K
$730K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-697- 5.66% |
$40.3K - $46.9K
|
11.6K
$722K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.19KNew |
$242K - $282K
|
4.19K
$260K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 45.32% |
$588K - $685K
|
12.3K
$763K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-516- 14.25% |
$29.8K - $34.7K
|
3.1K
$193K
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-53- 0.04% |
$3.06K - $3.57K
|
149K
$9.25M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.03KNew |
$175K - $204K
|
3.03K
$188K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-334- 0.4% |
$19.3K - $22.5K
|
83.1K
$5.17M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
55.3KNew |
$3.2M - $3.72M
|
55.3K
$3.44M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23K+ 4.61% |
$1.33M - $1.55M
|
522K
$32.5M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.98K- 1.85% |
$173K - $201K
|
158K
$9.83M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.2K+ 5.05% |
$2.32M - $2.7M
|
837K
$52M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
19KNew |
$1.1M - $1.28M
|
19K
$1.18M
|