Ae Wealth Management LLC Ishares Tr Ishares Core Msci P Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Ae Wealth Management LLC holds 241 shares of IPAC stock, worth $15,370. This represents 0.0% of its overall portfolio holdings.

Number of Shares

241

Holding current value

$15,370

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$60.27 - $66.27 $14,525 - $15,971	241 New	241 $14,000

Others Institutions Holding IPAC

# of Institutions

151

Shares Held

25.6M

Call Options Held

Put Options Held

Ronald Blue Trust, Inc. Brentwood, TN

7.24M
Shares

$462 Million
5.75% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$408 Million
5.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.26M
Shares

$80.6 Million
0.01% of portfolio
Assetmark, Inc

1.14M
Shares

$72.8 Million
0.19% of portfolio
Jpmorgan Chase & CO New York, NY

1.01M
Shares

$64.7 Million
0.01% of portfolio

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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Ishares Tr Ishares Core Msci P Transaction History