Integris Wealth Management, LLC Ishares Tr Ishares Core Msci P Transaction History

Integris Wealth Management, LLC

$355 Billion
Q4 2024

A detailed history of Integris Wealth Management, LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Integris Wealth Management, LLC holds 79,991 shares of IPAC stock, worth $4.96 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

79,991

Previous 80,505 0.64%

Holding current value

$4.96 Million

Previous $5.36 Billion 8.83%

% of portfolio

1.38%

Previous 1.5%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$60.27 - $66.27 $30,978 - $34,062	-514 Reduced 0.64%	79,991 $4.89 Billion
Q3 2024 Oct 18, 2024	SELL	$57.83 - $67.29 $59,217 - $68,904	-1,024 Reduced 1.26%	80,505 $5.36 Billion
Q2 2024 Jul 19, 2024	SELL	$59.59 - $63.02 $306,292 - $323,922	-5,140 Reduced 5.93%	81,529 $4.99 Billion
Q1 2024 May 03, 2024	SELL	$58.42 - $63.62 $114,912 - $125,140	-1,967 Reduced 2.22%	86,669 $5.49 Billion
Q4 2023 Feb 09, 2024	SELL	$53.05 - $59.52 $96,285 - $108,028	-1,815 Reduced 2.01%	88,636 $5.27 Billion
Q3 2023 Nov 08, 2023	SELL	$55.09 - $59.37 $256,003 - $275,892	-4,647 Reduced 4.89%	90,451 $5.03 Billion
Q2 2023 Jul 13, 2023	SELL	$55.74 - $59.1 $176,528 - $187,169	-3,167 Reduced 3.22%	95,098 $5.46 Billion
Q1 2023 May 15, 2023	SELL	$53.22 - $58.36 $68,068 - $74,642	-1,279 Reduced 1.28%	98,265 $5.56 Billion
Q4 2022 Feb 07, 2023	BUY	$47.39 - $55.32 $4.72 Million - $5.51 Million	99,544 New	99,544 $5.34 Billion

Others Institutions Holding IPAC

# of Institutions

141

Shares Held

26.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ISHARES CORE MSCI P

Ticker IPAC
Sector ETFs
Industry ETFs

More about IPAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integris Wealth Management, LLC with notifications on news.

Account

Integris Wealth Management, LLC Ishares Tr Ishares Core Msci P Transaction History