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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
30+ 0.02% |
$1.67K - $1.77K
|
132K
$8.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30New |
$1.67K - $1.77K
|
30
$1.88K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30New |
$1.67K - $1.77K
|
30
$1.88K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
28+ 1.03% |
$1.56K - $1.65K
|
2.75K
$172K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
11+ 0.19% |
$613 - $650
|
5.74K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$557 - $591
|
10
$625
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 1.61% |
$279 - $296
|
315
$19.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-5- 0.11% |
$279 - $296
|
4.44K
$278K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-14- 0.26% |
$780 - $827
|
5.43K
$339K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26- 0.28% |
$1.45K - $1.54K
|
9.43K
$589K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-39- 0.72% |
$2.17K - $2.3K
|
5.37K
$336K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-49- 89.09% |
$2.73K - $2.9K
|
6
$375
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-70- 0.73% |
$3.9K - $4.14K
|
9.54K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-76- 3.5% |
$4.24K - $4.49K
|
2.1K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-80- 3.82% |
$4.46K - $4.73K
|
2.01K
$126K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-91- 0.09% |
$5.07K - $5.38K
|
103K
$6.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-148- 0.61% |
$8.25K - $8.75K
|
24.2K
$1.51M
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-158- 1.12% |
$8.81K - $9.34K
|
13.9K
$871K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-212- 5.66% |
$11.8K - $12.5K
|
3.54K
$221K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-314- 5.16% |
$17.5K - $18.6K
|
5.77K
$361K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-403- 7.7% |
$22.5K - $23.8K
|
4.83K
$302K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-417- 1.64% |
$23.2K - $24.6K
|
25K
$1.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-542- 1.08% |
$30.2K - $32K
|
49.8K
$3.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-557- 7.82% |
$31K - $32.9K
|
6.57K
$410K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-716- 0.49% |
$39.9K - $42.3K
|
145K
$9.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.01K- 2.24% |
$56.3K - $59.7K
|
44.1K
$2.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.01K- 2.31% |
$56.4K - $59.8K
|
42.8K
$2.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-1.05K- 0.18% |
$58.2K - $61.8K
|
569K
$35.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.37K- 13.94% |
$76.5K - $81.1K
|
8.48K
$530K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.46K- 3.53% |
$81.3K - $86.2K
|
39.8K
$2.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.5K- 4.68% |
$83.8K - $88.8K
|
30.6K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.15K- 0.79% |
$175K - $186K
|
397K
$24.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-3.17K- 3.22% |
$177K - $187K
|
95.1K
$5.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.43K- 0.28% |
$191K - $203K
|
1.22M
$76M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.62K- 3.84% |
$258K - $273K
|
116K
$7.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.63K- 67.66% |
$258K - $273K
|
2.21K
$138K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.79K- 35.49% |
$267K - $283K
|
8.71K
$545K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.14K- 32.48% |
$286K - $303K
|
10.7K
$667K
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-6K- 5.98% |
$334K - $355K
|
94.3K
$5.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.76K- 12.96% |
$377K - $399K
|
45.4K
$2.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.24K- 13.82% |
$404K - $428K
|
45.2K
$2.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.58K- 23.04% |
$422K - $448K
|
25.3K
$1.58M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.94K- 11.11% |
$554K - $587K
|
79.5K
$4.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.5K- 6.94% |
$584K - $620K
|
141K
$8.79M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 6.12% |
$827K - $877K
|
228K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.7K- 11.53% |
$984K - $1.04M
|
135K
$8.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.7K- 1.79% |
$985K - $1.04M
|
969K
$60.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-25.2K- 37.48% |
$1.41M - $1.49M
|
42.1K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.3K- 40.55% |
$1.58M - $1.67M
|
41.5K
$2.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-35.7K- 59.79% |
$1.99M - $2.11M
|
24K
$1.5M
|