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 |
|---|---|---|---|---|---|---|---|
|
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
$750
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-3.71KClosed |
$207K - $239K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-358Closed |
$19.9K - $23.1K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-132- 72.93% |
$7.35K - $8.51K
|
49
$3.34K
|
|
|
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
$306K
|
|
| 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
$9.14K
|
|
|
Aug 17, 2020
Q2 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20New |
$879 - $1.12K
|
20
$1.36K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-991Closed |
$43.5K - $55.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-70Closed |
$3.08K - $3.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-14KClosed |
$614K - $779K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-10.5KClosed |
$462K - $586K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-42.7KClosed |
$1.88M - $2.38M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.31KClosed |
$233K - $296K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-109Closed |
$4.79K - $6.08K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-456Closed |
$20K - $25.4K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-24.1KClosed |
$1.06M - $1.35M
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-527Closed |
$23.2K - $29.4K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
162New |
$7.12K - $9.04K
|
162
$11K
|
|
|
Jul 15, 2020
Q2 2020
|
Cooper Financial Group
|
SELL
|
- |
-17.6KClosed |
$773K - $981K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Nov 18, 2020
Q1 2020
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.2KClosed |
$49.7K - $71.3K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-77Closed |
$3.19K - $4.58K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-824Closed |
$34.1K - $49K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-4.87KClosed |
$202K - $290K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
891New |
$36.9K - $53K
|
891
$60.7K
|
|
|
May 12, 2020
Q1 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.5KClosed |
$561K - $805K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.24KClosed |
$258K - $371K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Archer Investment Corp
|
SELL
|
- |
-96Closed |
$3.98K - $5.71K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.89KNew |
$285K - $410K
|
6.89K
$470K
|
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.23K+ 17.69% |
$50.8K - $72.9K
|
8.17K
$557K
|
|
|
Apr 14, 2020
Q1 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-3.62KClosed |
$150K - $215K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-64.1KClosed |
$2.66M - $3.81M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 02, 2020
Q4 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-16KClosed |
$883K - $955K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-6Closed |
$331 - $358
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.18KClosed |
$286K - $309K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-625Closed |
$34.5K - $37.3K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-281Closed |
$15.5K - $16.8K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-137Closed |
$7.56K - $8.18K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-6.48KClosed |
$360K - $368K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20.7KClosed |
$1.15M - $1.18M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-794Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$699K
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-147Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.4KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-116KClosed |
N/A
|
0
$0
|
|