Integris Wealth Management, LLC Ishares Tr Ishares Core Msci P Transaction History

Integris Wealth Management, LLC

$355 Billion
Q4 2024

A detailed history of Integris Wealth Management, LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Integris Wealth Management, LLC holds 79,991 shares of IPAC stock, worth $4.98 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

79,991

Previous 80,505 0.64%

Holding current value

$4.98 Million

Previous $5.36 Billion 8.83%

% of portfolio

1.38%

Previous 1.5%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$60.27 - $66.27 $30,978 - $34,062	-514 Reduced 0.64%	79,991 $4.89 Billion
Q3 2024 Oct 18, 2024	SELL	$57.83 - $67.29 $59,217 - $68,904	-1,024 Reduced 1.26%	80,505 $5.36 Billion
Q2 2024 Jul 19, 2024	SELL	$59.59 - $63.02 $306,292 - $323,922	-5,140 Reduced 5.93%	81,529 $4.99 Billion
Q1 2024 May 03, 2024	SELL	$58.42 - $63.62 $114,912 - $125,140	-1,967 Reduced 2.22%	86,669 $5.49 Billion
Q4 2023 Feb 09, 2024	SELL	$53.05 - $59.52 $96,285 - $108,028	-1,815 Reduced 2.01%	88,636 $5.27 Billion
Q3 2023 Nov 08, 2023	SELL	$55.09 - $59.37 $256,003 - $275,892	-4,647 Reduced 4.89%	90,451 $5.03 Billion
Q2 2023 Jul 13, 2023	SELL	$55.74 - $59.1 $176,528 - $187,169	-3,167 Reduced 3.22%	95,098 $5.46 Billion
Q1 2023 May 15, 2023	SELL	$53.22 - $58.36 $68,068 - $74,642	-1,279 Reduced 1.28%	98,265 $5.56 Billion
Q4 2022 Feb 07, 2023	BUY	$47.39 - $55.32 $4.72 Million - $5.51 Million	99,544 New	99,544 $5.34 Billion

Others Institutions Holding IPAC

# of Institutions

140

Shares Held

26.4M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES CORE MSCI P

Ticker IPAC
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Integris Wealth Management, LLC Ishares Tr Ishares Core Msci P Transaction History