Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.47M+ 2057.84% |
$193M - $205M
|
3.63M
$226M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
455K+ 5223.19% |
$25.3M - $26.9M
|
463K
$28.8M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
155K+ 3.36% |
$8.63M - $9.16M
|
4.77M
$296M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
81.6KNew |
$4.55M - $4.82M
|
81.6K
$5.07M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
73.7KNew |
$4.11M - $4.35M
|
73.7K
$4.58M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.1KNew |
$2.35M - $2.49M
|
42.1K
$2.62M
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
22.5KNew |
$1.25M - $1.33M
|
22.5K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
19.4K+ 20.46% |
$1.08M - $1.15M
|
114K
$7.11M
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
17.6KNew |
$980K - $1.04M
|
17.6K
$1.09M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15K+ 59.25% |
$836K - $887K
|
40.3K
$2.51M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.3KNew |
$740K - $784K
|
13.3K
$825K
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
13.1K+ 14.38% |
$729K - $773K
|
104K
$6.46M
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$592K - $628K
|
10.6K
$660K
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
10K+ 27.99% |
$558K - $591K
|
45.7K
$2.84M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.33K+ 2.15% |
$520K - $552K
|
443K
$27.5M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.55KNew |
$477K - $505K
|
8.55K
$531K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.17K+ 24.51% |
$456K - $483K
|
41.5K
$2.58M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.19K+ 0.96% |
$401K - $425K
|
759K
$47.1M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.08KNew |
$394K - $418K
|
7.08K
$440K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.87K+ 19.88% |
$383K - $406K
|
41.4K
$2.58M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.65K+ 13.99% |
$315K - $334K
|
46K
$2.86M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.22KNew |
$235K - $250K
|
4.22K
$262K
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.19KNew |
$234K - $248K
|
4.19K
$261K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.12KNew |
$230K - $244K
|
4.12K
$256K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.12KNew |
$230K - $244K
|
4.12K
$256K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.02K+ 55.98% |
$224K - $238K
|
11.2K
$697K
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.63KNew |
$203K - $215K
|
3.63K
$226K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.62K+ 0.66% |
$202K - $214K
|
555K
$34.5M
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
3.15K+ 48.86% |
$175K - $186K
|
9.58K
$596K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.01K+ 48.73% |
$168K - $178K
|
9.19K
$571K
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.9K+ 0.92% |
$162K - $172K
|
317K
$19.7M
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.76K+ 50.4% |
$154K - $163K
|
8.25K
$512K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.52K+ 5.1% |
$141K - $149K
|
52K
$3.23M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.39K+ 14.9% |
$133K - $141K
|
18.4K
$1.14M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.81K+ 8.64% |
$101K - $107K
|
22.7K
$1.41M
|
|
Jul 27, 2023
Q2 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.13K+ 1.12% |
$63.2K - $67K
|
102K
$6.35M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.11K+ 11.88% |
$61.9K - $65.7K
|
10.5K
$650K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
864+ 1.0% |
$48.2K - $51.1K
|
87.1K
$5.41M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
797+ 7.15% |
$44.4K - $47.1K
|
11.9K
$743K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
690+ 15.15% |
$38.5K - $40.8K
|
5.24K
$326K
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
642+ 3.26% |
$35.8K - $37.9K
|
20.3K
$1.26M
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
642+ 3.26% |
$35.8K - $37.9K
|
20.3K
$1.26M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
512+ 6.2% |
$28.5K - $30.3K
|
8.78K
$545K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
430+ 11.94% |
$24K - $25.4K
|
4.03K
$250K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
401+ 3.74% |
$22.4K - $23.7K
|
11.1K
$691K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
236+ 6.46% |
$13.2K - $13.9K
|
3.89K
$242K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
142+ 1.12% |
$7.92K - $8.39K
|
12.8K
$796K
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
78+ 1.64% |
$4.35K - $4.61K
|
4.83K
$300K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
52+ 0.52% |
$2.9K - $3.07K
|
10.1K
$630K
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
40+ 1.33% |
$2.23K - $2.36K
|
3.05K
$189K
|