Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
619K+ 271.94% |
$34.1M - $36.8M
|
847K
$52.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
536K+ 2356.12% |
$29.5M - $31.8M
|
558K
$34.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
298K+ 8.24% |
$16.4M - $17.7M
|
3.92M
$244M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
69.6KNew |
$3.84M - $4.13M
|
69.6K
$4.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
68.5KNew |
$3.78M - $4.07M
|
68.5K
$4.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
52.6K+ 1.1% |
$2.9M - $3.12M
|
4.82M
$300M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41.5K+ 7.48% |
$2.29M - $2.46M
|
596K
$37.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.1K+ 59.67% |
$1.38M - $1.49M
|
67.3K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.4K+ 4.6% |
$1.12M - $1.21M
|
464K
$28.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
17.9KNew |
$986K - $1.06M
|
17.9K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.84K+ 38.59% |
$432K - $465K
|
28.1K
$1.75M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.84K+ 38.59% |
$432K - $465K
|
28.1K
$1.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
6.67K+ 13.38% |
$367K - $396K
|
56.5K
$3.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.26K+ 25.09% |
$345K - $372K
|
31.2K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.16KNew |
$339K - $365K
|
6.16K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5.69K+ 5.47% |
$314K - $338K
|
110K
$6.83M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.57K+ 12.61% |
$307K - $330K
|
49.7K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.54K+ 24.69% |
$250K - $270K
|
22.9K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.24K+ 1.07% |
$233K - $251K
|
402K
$25M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.19K+ 23.82% |
$231K - $249K
|
21.8K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.93KNew |
$217K - $233K
|
3.93K
$245K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.7K+ 34.84% |
$204K - $220K
|
14.3K
$892K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.64KNew |
$200K - $216K
|
3.64K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.6K+ 8.68% |
$198K - $213K
|
45K
$2.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.3K+ 10.78% |
$182K - $196K
|
33.9K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.54K+ 5.51% |
$140K - $151K
|
48.6K
$3.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.71KNew |
$94.3K - $102K
|
1.71K
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.58K+ 3.45% |
$87K - $93.7K
|
47.3K
$2.95M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.19K+ 0.82% |
$65.3K - $70.4K
|
146K
$9.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.1KNew |
$60.6K - $65.3K
|
1.1K
$68.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.06K+ 4.37% |
$58.2K - $62.7K
|
25.2K
$1.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
975+ 9.32% |
$53.7K - $57.9K
|
11.4K
$713K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
858+ 0.83% |
$47.3K - $50.9K
|
104K
$6.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
748New |
$41.2K - $44.4K
|
748
$46.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
613+ 14.52% |
$33.8K - $36.4K
|
4.84K
$301K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
405+ 7.72% |
$22.3K - $24K
|
5.65K
$352K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
342New |
$18.8K - $20.3K
|
342
$21.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
306+ 8.04% |
$16.9K - $18.2K
|
4.11K
$256K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
284New |
$15.6K - $16.9K
|
284
$17.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
268+ 352.63% |
$14.8K - $15.9K
|
344
$21.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
241+ 1.48% |
$13.3K - $14.3K
|
16.5K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
202+ 1.69% |
$11.1K - $12K
|
12.1K
$757K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
175New |
$9.64K - $10.4K
|
175
$10.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
164+ 1.48% |
$9.03K - $9.74K
|
11.3K
$703K
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
142+ 3.91% |
$7.82K - $8.43K
|
3.78K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
137New |
$7.55K - $8.13K
|
137
$8.53K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
87+ 2.11% |
$4.79K - $5.17K
|
4.21K
$262K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
87+ 2.11% |
$4.79K - $5.17K
|
4.21K
$262K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
67+ 1.89% |
$3.69K - $3.98K
|
3.6K
$224K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
57+ 2.58% |
$3.14K - $3.38K
|
2.27K
$141K
|