Institutional shares held 25.9 Million
0 calls
0 puts
Total value of holdings $1.58B
$0 calls
$0 puts
# of Institutions 141


Latest Institutional Activity in IPAC

Top Purchases

Q3 2024
Ronald Blue Trust, Inc. Shares Held: 7.9M ($471M)
Q3 2024
Erts Wealth Advisors, LLC Shares Held: 297K ($17.7M)
Q3 2024
Elm Partners Management LLC Shares Held: 713K ($42.5M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 209K ($12.5M)
Q3 2024
Jpmorgan Chase & CO Shares Held: 960K ($57.2M)

Top Sells

Q4 2024
Kings Path Partners LLC Shares Held: 1.18K ($70.4K)
Q3 2024
Envestnet Asset Management Inc Shares Held: 738K ($44M)
Q3 2024
Charles Schwab Investment Management Inc Shares Held: 1.4M ($83.5M)
Q3 2024
Assetmark, Inc Shares Held: 1.15M ($68.3M)
Q3 2024
Mather Group, Llc. Shares Held: 597K ($35.6M)

About IPAC

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