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 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.09KNew |
$57.6K - $64.6K
|
1.09K
$74K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.43KNew |
$182K - $204K
|
3.43K
$234K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-91- 62.76% |
$4.83K - $5.42K
|
54
$3.68K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.1KNew |
$60.6K - $65.3K
|
1.1K
$75K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
306+ 8.04% |
$16.9K - $18.2K
|
4.11K
$280K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
137New |
$7.55K - $8.13K
|
137
$9.34K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
241+ 1.48% |
$13.3K - $14.3K
|
16.5K
$1.13M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.93KNew |
$217K - $233K
|
3.93K
$268K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
748New |
$41.2K - $44.4K
|
748
$51K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
218KNew |
$12M - $12.9M
|
218K
$14.8M
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-282- 5.25% |
$15.5K - $16.7K
|
5.09K
$347K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-710- 12.31% |
$39.1K - $42.2K
|
5.06K
$345K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
19.4K+ 20.46% |
$1.08M - $1.15M
|
114K
$7.8M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30New |
$1.67K - $1.77K
|
30
$2.05K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.17K+ 24.51% |
$456K - $483K
|
41.5K
$2.83M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
430+ 11.94% |
$24K - $25.4K
|
4.03K
$275K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-35.7K- 59.79% |
$1.99M - $2.11M
|
24K
$1.64M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-49- 89.09% |
$2.73K - $2.9K
|
6
$409
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
40+ 1.33% |
$2.23K - $2.36K
|
3.05K
$208K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-14- 0.26% |
$780 - $827
|
5.43K
$370K
|
|
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
$341K
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-6K- 3.14% |
$319K - $350K
|
185K
$12.6M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.95KNew |
$210K - $231K
|
3.95K
$270K
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.21KNew |
$224K - $245K
|
4.21K
$287K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
45New |
$2.39K - $2.63K
|
45
$3.07K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-78- 1.52% |
$4.15K - $4.55K
|
5.04K
$344K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.04KClosed |
$215K - $236K
|
0
$0
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
112New |
$5.96K - $6.54K
|
112
$7.64K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.32KNew |
$62.6K - $73K
|
1.32K
$90K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
400New |
$19K - $22.1K
|
400
$27.3K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.93KNew |
$186K - $217K
|
3.93K
$268K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$564K - $658K
|
11.9K
$811K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-221- 11.95% |
$10.5K - $12.2K
|
1.63K
$111K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
511+ 100.0% |
$24.2K - $28.3K
|
1.02K
$69.7K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5+ 2.82% |
$237 - $277
|
182
$12.4K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
81New |
$3.84K - $4.48K
|
81
$5.52K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17New |
$806 - $940
|
17
$1.16K
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.5K- 19.5% |
$71.2K - $83.1K
|
6.21K
$423K
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-327- 2.79% |
$15.5K - $18.1K
|
11.4K
$777K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-130- 52.21% |
$6.16K - $7.19K
|
119
$8.11K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
456New |
$21.6K - $25.2K
|
456
$31.1K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
68New |
$3.26K - $3.81K
|
68
$4.64K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$7.67K - $8.95K
|
160
$10.9K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
9.35KNew |
$448K - $523K
|
9.35K
$637K
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
21.8KNew |
$1.05M - $1.22M
|
21.8K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-9.07K- 9.74% |
$435K - $508K
|
84.1K
$5.73M
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-237- 5.86% |
$11.4K - $13.3K
|
3.81K
$259K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
456New |
$21.9K - $25.5K
|
456
$31.1K
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-8.79K- 19.35% |
$421K - $492K
|
36.6K
$2.5M
|