Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-30- 0.53% |
$1.44K - $1.68K
|
5.6K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-69- 11.9% |
$3.31K - $3.86K
|
511
$31.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-80- 24.32% |
$3.84K - $4.48K
|
249
$15.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-237- 5.86% |
$11.4K - $13.3K
|
3.81K
$238K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-365- 5.14% |
$17.5K - $20.4K
|
6.74K
$421K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-369- 87.03% |
$17.7K - $20.6K
|
55
$3.44K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-446- 13.52% |
$21.4K - $25K
|
2.85K
$178K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-620- 86.11% |
$29.7K - $34.7K
|
100
$6.25K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-626- 10.0% |
$30K - $35K
|
5.63K
$352K
|
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-968- 3.95% |
$46.4K - $54.2K
|
23.5K
$1.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-1.01K- 1.97% |
$48.5K - $56.6K
|
50.2K
$3.14M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.07K- 47.33% |
$51.5K - $60.1K
|
1.2K
$74.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.34K- 7.18% |
$64.2K - $74.9K
|
17.3K
$1.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 11.45% |
$72.7K - $84.9K
|
11.7K
$733K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.56K- 15.92% |
$74.7K - $87.2K
|
8.24K
$515K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.09K- 19.67% |
$100K - $117K
|
8.53K
$533K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.15K- 15.55% |
$103K - $120K
|
11.7K
$728K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.33K- 3.84% |
$111K - $130K
|
58.2K
$3.64M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 11.85% |
$165K - $193K
|
25.6K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.75K- 2.83% |
$180K - $210K
|
129K
$8.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.52K- 5.05% |
$217K - $253K
|
84.9K
$5.31M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.63K- 6.66% |
$318K - $371K
|
93K
$5.81M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.74K- 10.02% |
$323K - $377K
|
60.5K
$3.78M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.05K- 29.5% |
$338K - $395K
|
16.9K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-7.4K- 6.81% |
$355K - $414K
|
101K
$6.33M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.24K- 46.97% |
$395K - $461K
|
9.3K
$581K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.47K- 51.95% |
$406K - $474K
|
7.84K
$490K
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-8.79K- 19.35% |
$421K - $492K
|
36.6K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.86K- 25.88% |
$425K - $496K
|
25.4K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-9.07K- 9.74% |
$435K - $508K
|
84.1K
$5.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.9K- 1.33% |
$618K - $721K
|
957K
$59.8M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.2K- 6.75% |
$631K - $736K
|
182K
$11.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
SELL
|
- |
-16K- 3.23% |
$765K - $893K
|
478K
$29.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19K- 23.82% |
$911K - $1.06M
|
60.8K
$3.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-22.1K- 80.46% |
$1.06M - $1.24M
|
5.38K
$336K
|
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-22.3K- 72.11% |
$1.07M - $1.25M
|
8.6K
$538K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-22.3K- 77.91% |
$1.07M - $1.25M
|
6.32K
$395K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-36.7K- 40.43% |
$1.76M - $2.05M
|
54.1K
$3.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-57K- 1.16% |
$2.73M - $3.19M
|
4.84M
$302M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.8K- 21.95% |
$3.01M - $3.52M
|
223K
$14M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-84.4K- 6.2% |
$4.04M - $4.72M
|
1.28M
$79.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-113K- 93.13% |
$5.42M - $6.33M
|
8.35K
$522K
|