Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-288- 7.42% |
$17.4K - $19.1K
|
3.59K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-514- 0.64% |
$31K - $34.1K
|
80K
$4.97M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-545- 31.59% |
$32.8K - $36.1K
|
1.18K
$73.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-816- 14.91% |
$49.2K - $54.1K
|
4.66K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-900- 0.92% |
$54.2K - $59.6K
|
96.8K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-934- 6.5% |
$56.3K - $61.9K
|
13.4K
$835K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-957- 1.23% |
$57.7K - $63.4K
|
77.1K
$4.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.25K- 4.16% |
$75.3K - $82.8K
|
28.8K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.36K- 5.64% |
$81.9K - $90.1K
|
22.7K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.79K- 4.23% |
$108K - $119K
|
40.5K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.39K- 12.85% |
$144K - $158K
|
16.2K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 6.67% |
$202K - $222K
|
46.9K
$2.91M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.07K- 6.66% |
$245K - $270K
|
57.1K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.97K- 0.43% |
$299K - $329K
|
1.14M
$70.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.96K- 3.33% |
$419K - $461K
|
202K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-137K- 9.76% |
$8.24M - $9.06M
|
1.26M
$78.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-926K- 11.34% |
$55.8M - $61.3M
|
7.24M
$450M
|