Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
44+ 550.0% |
$2.54K - $2.96K
|
52
$3.23K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
34+ 0.33% |
$1.97K - $2.29K
|
10.5K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
34+ 4.04% |
$1.97K - $2.29K
|
876
$54.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
31+ 0.74% |
$1.79K - $2.09K
|
4.2K
$261K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$578 - $673
|
10
$622
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.37% |
$520 - $606
|
2.46K
$153K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.09% |
$231 - $269
|
4.69K
$291K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9- 0.23% |
$520 - $606
|
3.88K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20- 0.24% |
$1.16K - $1.35K
|
8.31K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25- 0.42% |
$1.45K - $1.68K
|
5.89K
$366K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-42- 0.99% |
$2.43K - $2.83K
|
4.19K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-53- 0.04% |
$3.06K - $3.57K
|
149K
$9.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-133- 4.83% |
$7.69K - $8.95K
|
2.62K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-170- 1.74% |
$9.83K - $11.4K
|
9.57K
$595K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-212- 5.86% |
$12.3K - $14.3K
|
3.41K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-226- 2.09% |
$13.1K - $15.2K
|
10.6K
$658K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-227- 1.26% |
$13.1K - $15.3K
|
17.8K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-270- 6.74% |
$15.6K - $18.2K
|
3.74K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-278- 1.22% |
$16.1K - $18.7K
|
22.5K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-315- 0.74% |
$18.2K - $21.2K
|
42.3K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-334- 0.4% |
$19.3K - $22.5K
|
83.1K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-344- 8.12% |
$19.9K - $23.1K
|
3.89K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-389- 9.93% |
$22.5K - $26.2K
|
3.53K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-485- 5.73% |
$28K - $32.6K
|
7.98K
$496K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-489- 0.82% |
$28.3K - $32.9K
|
58.9K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-497- 37.12% |
$28.7K - $33.4K
|
842
$52.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-500- 8.53% |
$28.9K - $33.6K
|
5.36K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-506- 96.02% |
$29.3K - $34K
|
21
$1.31K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-516- 14.25% |
$29.8K - $34.7K
|
3.1K
$193K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-637- 10.43% |
$36.8K - $42.9K
|
5.47K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-663- 10.44% |
$38.3K - $44.6K
|
5.69K
$354K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-678- 0.86% |
$39.2K - $45.6K
|
78.1K
$4.85M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-693- 1.12% |
$40.1K - $46.6K
|
61.2K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-697- 5.66% |
$40.3K - $46.9K
|
11.6K
$722K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.02K- 1.26% |
$59.2K - $68.9K
|
80.5K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.14K- 0.91% |
$65.9K - $76.6K
|
124K
$7.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.14K- 3.26% |
$66K - $76.8K
|
33.8K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.3K- 1.37% |
$75.4K - $87.7K
|
93.6K
$5.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.79K- 5.16% |
$104K - $121K
|
33K
$2.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.07K- 5.83% |
$120K - $139K
|
33.4K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.12K- 33.46% |
$122K - $142K
|
4.21K
$261K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.6K- 1.72% |
$150K - $175K
|
149K
$9.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.68K- 4.61% |
$155K - $180K
|
55.4K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.98K- 1.85% |
$173K - $201K
|
158K
$9.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.11K- 2.66% |
$180K - $209K
|
114K
$7.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-5.63K- 23.21% |
$325K - $379K
|
18.6K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.07K- 28.73% |
$466K - $543K
|
20K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 45.32% |
$588K - $685K
|
12.3K
$763K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-23K- 3.71% |
$1.33M - $1.55M
|
597K
$37.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-32.4K- 2.75% |
$1.87M - $2.18M
|
1.15M
$71.2M
|