Blue Chip Partners, Inc. Ishares Tr Ishares Core Msci P Transaction History

Blue Chip Partners, Inc.

$1.15 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$55.74 - $59.1 $2,229 - $2,364	40 Added 1.33%	3,046 $174,000
Q4 2022 Feb 01, 2023	BUY	$47.39 - $55.32 $142,454 - $166,291	3,006 New	3,006 $161,000

Others Institutions Holding IPAC

# of Institutions

139

Shares Held

26.3M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

8.17M
Shares

$509 Million
6.12% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$399 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$87.2 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$71.4 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$59.8 Million
0.01% of portfolio

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