Kcs Wealth Advisory Ishares Tr Ishares Core Msci P Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 15, 2020	SELL	$55.17 - $59.7 $7,558 - $8,178	-137 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$55.53 - $56.79 $7,607 - $7,780	137 New	137 $0

Others Institutions Holding IPAC

# of Institutions

141

Shares Held

25.9M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.9M
Shares

$480 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$389 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$85.2 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$69.7 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$58.4 Million
0.01% of portfolio

About ISHARES TR ISHARES CORE MSCI P

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