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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
19.4K+ 20.46% |
$1.08M - $1.15M
|
114K
$7.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
430+ 11.94% |
$24K - $25.4K
|
4.03K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.17K+ 24.51% |
$456K - $483K
|
41.5K
$2.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-35.7K- 59.79% |
$1.99M - $2.11M
|
24K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-49- 89.09% |
$2.73K - $2.9K
|
6
$386
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
40+ 1.33% |
$2.23K - $2.36K
|
3.05K
$196K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-14- 0.26% |
$780 - $827
|
5.43K
$349K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-99Closed |
$5.27K - $5.78K
|
0
$0
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$266K - $292K
|
5K
$322K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-6K- 3.14% |
$319K - $350K
|
185K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.95KNew |
$210K - $231K
|
3.95K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.21KNew |
$224K - $245K
|
4.21K
$271K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
45New |
$2.39K - $2.63K
|
45
$2.9K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-78- 1.52% |
$4.15K - $4.55K
|
5.04K
$325K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.04KClosed |
$215K - $236K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4New |
$213 - $233
|
4
$257
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
112New |
$5.96K - $6.54K
|
112
$7.21K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.93KNew |
$186K - $217K
|
3.93K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
400New |
$19K - $22.1K
|
400
$25.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.32KNew |
$62.6K - $73K
|
1.32K
$85K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$564K - $658K
|
11.9K
$766K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-221- 11.95% |
$10.5K - $12.2K
|
1.63K
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
511+ 100.0% |
$24.2K - $28.3K
|
1.02K
$65.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5+ 2.82% |
$237 - $277
|
182
$11.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12New |
$569 - $664
|
12
$772
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
81New |
$3.84K - $4.48K
|
81
$5.21K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17New |
$806 - $940
|
17
$1.09K
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.5K- 19.5% |
$71.2K - $83.1K
|
6.21K
$399K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-327- 2.79% |
$15.5K - $18.1K
|
11.4K
$734K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-130- 52.21% |
$6.16K - $7.19K
|
119
$7.66K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
456New |
$21.6K - $25.2K
|
456
$29.3K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
68New |
$3.26K - $3.81K
|
68
$4.38K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$7.67K - $8.95K
|
160
$10.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-237- 5.86% |
$11.4K - $13.3K
|
3.81K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
21.8KNew |
$1.05M - $1.22M
|
21.8K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-9.07K- 9.74% |
$435K - $508K
|
84.1K
$5.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
9.35KNew |
$448K - $523K
|
9.35K
$602K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
456New |
$21.9K - $25.5K
|
456
$29.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-8.79K- 19.35% |
$421K - $492K
|
36.6K
$2.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
83New |
$3.98K - $4.64K
|
83
$5.34K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
74New |
$3.55K - $4.14K
|
74
$4.76K
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
2.27KNew |
$109K - $127K
|
2.27K
$146K
|
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-968- 3.95% |
$46.4K - $54.2K
|
23.5K
$1.51M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.29KClosed |
$116K - $142K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.31KClosed |
$169K - $205K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.72KClosed |
$495K - $603K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.77KNew |
$90K - $109K
|
1.77K
$114K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-120Closed |
$6.12K - $7.44K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
590New |
$30.1K - $36.6K
|
590
$38K
|
|