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 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
35+ 1.82% |
$1.93K - $2.08K
|
1.96K
$122K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22+ 0.46% |
$1.21K - $1.31K
|
4.85K
$302K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
11+ 0.11% |
$606 - $653
|
9.59K
$598K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 60.0% |
$331 - $356
|
16
$997
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$110 - $119
|
8.48K
$528K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.08% |
$55.1 - $59.4
|
1.28K
$79.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17- 0.24% |
$937 - $1.01K
|
7.06K
$440K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 7.32% |
$1.16K - $1.25K
|
266
$16.6K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-33- 0.36% |
$1.82K - $1.96K
|
9.15K
$570K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-37- 0.45% |
$2.04K - $2.2K
|
8.21K
$511K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-76- 0.1% |
$4.19K - $4.51K
|
73.6K
$4.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-114- 0.86% |
$6.28K - $6.77K
|
13.2K
$819K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-118- 1.8% |
$6.5K - $7.01K
|
6.45K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-163- 0.64% |
$8.98K - $9.68K
|
25.2K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-236- 0.52% |
$13K - $14K
|
45.1K
$2.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-253- 5.69% |
$13.9K - $15K
|
4.19K
$261K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-282- 5.25% |
$15.5K - $16.7K
|
5.09K
$317K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-303- 3.48% |
$16.7K - $18K
|
8.41K
$524K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-441- 21.92% |
$24.3K - $26.2K
|
1.57K
$97.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-446- 1.12% |
$24.6K - $26.5K
|
39.3K
$2.45M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-466- 3.34% |
$25.7K - $27.7K
|
13.5K
$839K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-475- 4.45% |
$26.2K - $28.2K
|
10.2K
$635K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-534- 11.05% |
$29.4K - $31.7K
|
4.3K
$268K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-636- 2.83% |
$35K - $37.8K
|
21.9K
$1.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-710- 12.31% |
$39.1K - $42.2K
|
5.06K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-804- 9.16% |
$44.3K - $47.7K
|
7.97K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-993- 18.79% |
$54.7K - $59K
|
4.29K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.31K- 2.51% |
$72K - $77.6K
|
50.7K
$3.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.8K- 2.07% |
$99.3K - $107K
|
85.3K
$5.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.87K- 4.14% |
$103K - $111K
|
43.3K
$2.7M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.04K- 15.91% |
$112K - $121K
|
10.8K
$671K
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-2.3K- 2.44% |
$127K - $137K
|
92K
$5.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.68K- 1.16% |
$202K - $218K
|
314K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-3.9K- 9.67% |
$215K - $231K
|
36.4K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.02K- 35.89% |
$222K - $239K
|
7.19K
$448K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-4.65K- 4.89% |
$256K - $276K
|
90.5K
$5.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.1K- 33.31% |
$281K - $303K
|
10.2K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.27K- 3.89% |
$290K - $313K
|
130K
$8.11M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.98K- 8.78% |
$385K - $415K
|
72.5K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.67K- 89.66% |
$422K - $455K
|
884
$55.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.3K- 24.93% |
$570K - $614K
|
31.1K
$1.94M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-11.4K- 14.1% |
$629K - $678K
|
69.6K
$4.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-13.9K- 1.14% |
$765K - $825K
|
1.2M
$74.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-18.3K- 13.84% |
$1.01M - $1.09M
|
114K
$7.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-18.7K- 16.12% |
$1.03M - $1.11M
|
97.2K
$6.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-19.8K- 3.47% |
$1.09M - $1.17M
|
549K
$34.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.7K- 3.99% |
$2.13M - $2.3M
|
931K
$58M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.4K- 5.98% |
$2.5M - $2.69M
|
713K
$44.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-79.1K- 96.93% |
$4.36M - $4.7M
|
2.51K
$156K
|
|
|
Nov 06, 2023
Q3 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-1.3M- 22.55% |
$71.8M - $77.4M
|
4.48M
$279M
|