Fiduciary Planning LLC Ishares Tr Ishares Core Msci P Transaction History

Fiduciary Planning LLC

$235 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 06, 2021	SELL	$65.17 - $68.78 $391 - $412	-6 Closed	0 $0
Q3 2020 Oct 27, 2020	BUY	$52.58 - $57.1 $315 - $342	6 New	6 $0

Others Institutions Holding IPAC

# of Institutions

146

Shares Held

25.3M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.24M
Shares

$450 Million
5.75% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$398 Million
5.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.26M
Shares

$78.5 Million
0.01% of portfolio
Assetmark, Inc

1.14M
Shares

$70.9 Million
0.19% of portfolio
Jpmorgan Chase & CO New York, NY

1.01M
Shares

$63 Million
0.01% of portfolio

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