Private Ocean, LLC Ishares Tr Ishares Core Msci P Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 24, 2020	SELL	$43.94 - $55.78 $23,156 - $29,396	-527 Closed	0 $0
Q1 2020 May 06, 2020	BUY	$41.43 - $59.45 $21,833 - $31,330	527 New	527 $24,000

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

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