Erts Wealth Advisors, LLC Ishares Tr Ishares Core Msci P Transaction History

Erts Wealth Advisors, LLC

$529 Million
Q4 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 327,100 shares of IPAC stock, worth $20.4 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares

327,100

Previous 297,138 10.08%

Holding current value

$20.4 Million

Previous $19.8 Million 1.01%

% of portfolio

3.77%

Previous 3.71%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$60.27 - $66.27 $1.81 Million - $1.99 Million	29,962 Added 10.08%	327,100 $20 Million
Q3 2024 Oct 17, 2024	BUY	$57.83 - $67.29 $17.2 Million - $20 Million	297,138 New	297,138 $19.8 Million
Q2 2020 Aug 14, 2020	SELL	$43.94 - $55.78 $388,473 - $493,150	-8,841 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$41.43 - $59.45 $5.48 Million - $7.87 Million	-132,356 Reduced 93.74%	8,841 $410,000
Q4 2019 Feb 19, 2020	BUY	$55.17 - $59.7 $4.82 Million - $5.22 Million	87,383 Added 162.38%	141,197 $8.25 Million
Q4 2019 Feb 12, 2020	SELL	$55.17 - $59.7 $4.15 Million - $4.49 Million	-75,134 Reduced 58.27%	53,814 $2.72 Million
Q3 2019 Nov 05, 2019	BUY	$55.53 - $56.79 $2.92 Million - $2.99 Million	52,589 Added 68.87%	128,948 $7.25 Million
Q2 2019 Aug 13, 2019	BUY	N/A	13,794 Added 22.05%	76,359 $4.25 Million
Q1 2019 May 15, 2019	BUY	N/A	8,751 Added 16.26%	62,565 $3.48 Million
Q4 2018 Feb 14, 2019	BUY	N/A	53,814 New	53,814 $2.72 Million

Others Institutions Holding IPAC

# of Institutions

139

Shares Held

26.3M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES CORE MSCI P

Ticker IPAC
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Erts Wealth Advisors, LLC Ishares Tr Ishares Core Msci P Transaction History