Latest Institutional Transactions on Ishares Tr Ishares Core Msci P (IPAC)
This table provides information on the latest institutional transactions involving Ishares Tr Ishares Core Msci P (IPAC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
6.37K+ 6.29% |
$372K - $405K
|
108K
$6.74M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
519New |
$30.3K - $33K
|
519
$32.4K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
180KNew |
$10.5M - $11.5M
|
180K
$11.3M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-290- 2.98% |
$16.9K - $18.4K
|
9.45K
$590K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.2KNew |
$187K - $204K
|
3.2K
$200K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9New |
$526 - $573
|
9
$563
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.65KNew |
$213K - $232K
|
3.65K
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
48New |
$2.8K - $3.05K
|
48
$3K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.16KNew |
$68K - $74.1K
|
1.16K
$72.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-924- 88.59% |
$54K - $58.8K
|
119
$7.44K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-172- 16.63% |
$10K - $10.9K
|
862
$53.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
301New |
$17.6K - $19.1K
|
301
$18.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.93KNew |
$208K - $234K
|
3.93K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.89KNew |
$366K - $410K
|
6.89K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.81KNew |
$202K - $227K
|
3.81K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30New |
$1.59K - $1.79K
|
30
$1.88K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
199KNew |
$10.6M - $11.8M
|
199K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
455New |
$24.1K - $27.1K
|
455
$28.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
151New |
$8.01K - $8.99K
|
151
$9.44K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
350New |
$18.6K - $20.8K
|
350
$21.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.35% |
$1.06K - $1.19K
|
5.76K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.76K+ 102.69% |
$93.3K - $105K
|
3.47K
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
241New |
$12.8K - $14.3K
|
241
$15.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
324+ 7.7% |
$17.2K - $19.3K
|
4.53K
$283K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.09KNew |
$57.6K - $64.6K
|
1.09K
$67.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.43KNew |
$182K - $204K
|
3.43K
$214K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-91- 62.76% |
$4.83K - $5.42K
|
54
$3.38K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.1KNew |
$60.6K - $65.3K
|
1.1K
$68.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 60.0% |
$331 - $356
|
16
$1K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
306+ 8.04% |
$16.9K - $18.2K
|
4.11K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
137New |
$7.55K - $8.13K
|
137
$8.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
175New |
$9.64K - $10.4K
|
175
$10.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
241+ 1.48% |
$13.3K - $14.3K
|
16.5K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.93KNew |
$217K - $233K
|
3.93K
$246K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
748New |
$41.2K - $44.4K
|
748
$46.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
218KNew |
$12M - $12.9M
|
218K
$13.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
284New |
$15.6K - $16.9K
|
284
$17.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-282- 5.25% |
$15.5K - $16.7K
|
5.09K
$318K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-710- 12.31% |
$39.1K - $42.2K
|
5.06K
$316K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
19.4K+ 20.46% |
$1.08M - $1.15M
|
114K
$7.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30New |
$1.67K - $1.77K
|
30
$1.88K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
430+ 11.94% |
$24K - $25.4K
|
4.03K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.17K+ 24.51% |
$456K - $483K
|
41.5K
$2.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-35.7K- 59.79% |
$1.99M - $2.11M
|
24K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-49- 89.09% |
$2.73K - $2.9K
|
6
$375
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
40+ 1.33% |
$2.23K - $2.36K
|
3.05K
$190K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-14- 0.26% |
$780 - $827
|
5.43K
$339K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-99Closed |
$5.27K - $5.78K
|
0
$0
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$266K - $292K
|
5K
$313K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-6K- 3.14% |
$319K - $350K
|
185K
$11.6M
|
|