Core Wealth Advisors, Inc. Ishares Tr Ishares Core Msci P Transaction History

Core Wealth Advisors, Inc.

$291 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	$43.94 - $55.78 $20,036 - $25,435	-456 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$55.17 - $59.7 $25,157 - $27,223	456 New	456 $27,000

Others Institutions Holding IPAC

# of Institutions

139

Shares Held

25.8M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.9M
Shares

$498 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$404 Million
5.44% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.45M
Shares

$91.2 Million
0.02% of portfolio
Assetmark, Inc

1.18M
Shares

$74.3 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

901K
Shares

$56.8 Million
0.0% of portfolio

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