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 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4KNew |
$204K - $248K
|
4K
$254K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-16.1KClosed |
$823K - $1M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
710New |
$36.2K - $44K
|
710
$45.1K
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.34KClosed |
$170K - $207K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 8.42% |
$10.2K - $12.4K
|
2.18K
$138K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-244Closed |
$12.4K - $15.1K
|
0
$0
|
|
Q1 2022 | |||||||
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.79KClosed |
$216K - $245K
|
0
$0
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-356- 5.42% |
$20.3K - $23K
|
6.22K
$395K
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-1.41K- 50.0% |
$80.2K - $90.9K
|
1.41K
$89.2K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-84Closed |
$4.8K - $5.43K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
105+ 2.89% |
$5.99K - $6.79K
|
3.74K
$237K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.29KNew |
$81.3K - $87.8K
|
1.29K
$82K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-263Closed |
$16.6K - $17.9K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-1.27KClosed |
$80.2K - $86.6K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-178KClosed |
$11.2M - $12.1M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-5.04KClosed |
$318K - $343K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-135Closed |
$8.76K - $9.5K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
100New |
$6.49K - $7.04K
|
100
$6.35K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
725New |
$47K - $51K
|
725
$46K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.01KClosed |
$260K - $282K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-413KClosed |
$26.8M - $29.1M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.29KClosed |
$214K - $232K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-413KClosed |
$26.8M - $29.1M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8Closed |
$521 - $550
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-12.9KClosed |
$842K - $889K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-13.9KClosed |
$903K - $953K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Financial Life Advisors
|
SELL
|
- |
-159- 2.97% |
$10.4K - $10.9K
|
5.19K
$330K
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-6Closed |
$391 - $413
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-407Closed |
$26.5K - $28K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-96.9KClosed |
$6.32M - $6.67M
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-731Closed |
$47.6K - $50.3K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.67KClosed |
$109K - $115K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.15KClosed |
$74.9K - $79.1K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Newton One Investments LLC
|
BUY
|
- |
1.9KNew |
$124K - $131K
|
1.9K
$121K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
150+ 75.0% |
$9.6K - $10.3K
|
350
$22.2K
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.75KClosed |
$240K - $257K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-277Closed |
$17.7K - $19K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-39.5KClosed |
$2.53M - $2.72M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-496Closed |
$31.7K - $34.1K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-52Closed |
$3.33K - $3.57K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11New |
$612 - $709
|
11
$698
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-358Closed |
$19.9K - $23.1K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-3.71KClosed |
$207K - $239K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-132- 72.93% |
$7.35K - $8.51K
|
49
$3.11K
|
|
Feb 02, 2021
Q4 2020
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-317Closed |
$17.6K - $20.4K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.49KNew |
$250K - $289K
|
4.49K
$285K
|
|
Q3 2020 | |||||||
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-122Closed |
$6.41K - $6.97K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-67Closed |
$3.52K - $3.83K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.11KClosed |
$216K - $234K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
104+ 346.67% |
$4.57K - $5.8K
|
134
$8.51K
|