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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-456Closed |
$20K - $25.4K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-24.1KClosed |
$1.06M - $1.35M
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-527Closed |
$23.2K - $29.4K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
162New |
$7.12K - $9.04K
|
162
$10.1K
|
|
|
Jul 15, 2020
Q2 2020
|
Cooper Financial Group
|
SELL
|
- |
-17.6KClosed |
$773K - $981K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Nov 18, 2020
Q1 2020
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.2KClosed |
$49.7K - $71.3K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-77Closed |
$3.19K - $4.58K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-824Closed |
$34.1K - $49K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-4.87KClosed |
$202K - $290K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
891New |
$36.9K - $53K
|
891
$55.7K
|
|
|
May 12, 2020
Q1 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.5KClosed |
$561K - $805K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.24KClosed |
$258K - $371K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.89KNew |
$285K - $410K
|
6.89K
$431K
|
|
|
May 07, 2020
Q1 2020
|
Archer Investment Corp
|
SELL
|
- |
-96Closed |
$3.98K - $5.71K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.23K+ 17.69% |
$50.8K - $72.9K
|
8.17K
$510K
|
|
|
Apr 14, 2020
Q1 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-3.62KClosed |
$150K - $215K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-64.1KClosed |
$2.66M - $3.81M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 02, 2020
Q4 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-16KClosed |
$883K - $955K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-6Closed |
$331 - $358
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.18KClosed |
$286K - $309K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-625Closed |
$34.5K - $37.3K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-281Closed |
$15.5K - $16.8K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-137Closed |
$7.56K - $8.18K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20.7KClosed |
$1.15M - $1.18M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-6.48KClosed |
$360K - $368K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-794Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$641K
|
|
|
Jul 29, 2019
Q2 2019
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.4KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-147Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-116KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.84KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.64KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-441- 53.33% |
N/A
|
386
$24.1K
|
|
|
Jan 29, 2019
Q4 2018
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-4.8KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-103Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-140Closed |
N/A
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Regions Financial Corp
|
SELL
|
- |
-86Closed |
N/A
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.74KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Nov 14, 2019
Q2 2018
|
Orser Capital Management, LLC
|
SELL
|
- |
-6.1KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-58.5KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-29Closed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-3.5KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.38KClosed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.86KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-129Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-124KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$62.5
|
|