Purchases and Sales Made in Q1 2024 in Ishares Tr Ishares Core Msci P (IPAC)
This table provides information about the institutional ownership of Ishares Tr Ishares Core Msci P (IPAC) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR ISHARES CORE MSCI P.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.25K- 1.94% |
$73.1K - $79.6K
|
63.2K
$3.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.95K- 5.18% |
$114K - $124K
|
35.7K
$2.23M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.97K- 2.22% |
$115K - $125K
|
86.7K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.57K- 7.04% |
$150K - $164K
|
34K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.61K- 3.1% |
$152K - $166K
|
81.7K
$5.11M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.04K- 0.26% |
$177K - $193K
|
1.18M
$74M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.18K- 0.51% |
$186K - $202K
|
620K
$38.8M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.2K- 4.7% |
$187K - $203K
|
64.9K
$4.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.72K- 36.0% |
$217K - $236K
|
6.61K
$413K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.19K- 6.06% |
$245K - $266K
|
64.9K
$4.06M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.32K- 1.36% |
$252K - $275K
|
313K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.75K- 14.55% |
$336K - $366K
|
33.8K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.87K- 6.8% |
$343K - $373K
|
80.4K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.9K- 42.5% |
$345K - $375K
|
7.98K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.79K- 6.63% |
$397K - $432K
|
95.6K
$5.98M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.98K- 7.79% |
$466K - $508K
|
94.5K
$5.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.12K- 53.86% |
$474K - $517K
|
6.96K
$435K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.4K- 2.96% |
$1.66M - $1.81M
|
931K
$58.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.6K- 13.8% |
$2.02M - $2.2M
|
216K
$13.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.6K- 5.35% |
$2.49M - $2.71M
|
754K
$47.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52K- 5.93% |
$3.04M - $3.31M
|
824K
$51.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-81.6K- 21.4% |
$4.77M - $5.19M
|
300K
$18.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-255K- 62.07% |
$14.9M - $16.2M
|
156K
$9.74M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-509K- 91.21% |
$29.8M - $32.4M
|
49.1K
$3.07M
|