Purchases and Sales Made in Q4 2024 in Ishares Tr Ishares Core Msci P (IPAC)
This table provides information about the institutional ownership of Ishares Tr Ishares Core Msci P (IPAC) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR ISHARES CORE MSCI P.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
266K+ 3.37% |
$16.1M - $17.6M
|
8.17M
$511M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
61.4K+ 107.66% |
$3.7M - $4.07M
|
118K
$7.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.4K+ 5.67% |
$3.28M - $3.61M
|
1.01M
$63.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
42K+ 38.1% |
$2.53M - $2.78M
|
152K
$9.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
30K+ 10.08% |
$1.81M - $1.99M
|
327K
$20.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
26.7K+ 23.51% |
$1.61M - $1.77M
|
140K
$8.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
18KNew |
$1.09M - $1.19M
|
18K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
17.3K+ 12.9% |
$1.04M - $1.15M
|
152K
$9.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15.1KNew |
$908K - $998K
|
15.1K
$941K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
14.7KNew |
$885K - $973K
|
14.7K
$918K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.1K+ 2.02% |
$727K - $799K
|
609K
$38.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 14.43% |
$636K - $699K
|
83.7K
$5.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
7.56K+ 12.84% |
$456K - $501K
|
66.4K
$4.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.21KNew |
$374K - $411K
|
6.21K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.17KNew |
$311K - $342K
|
5.17K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.2K+ 16.01% |
$253K - $279K
|
30.5K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.19K+ 1.03% |
$192K - $211K
|
313K
$19.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.97KNew |
$179K - $197K
|
2.97K
$185K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
999+ 4.99% |
$60.2K - $66.2K
|
21K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
954+ 9.62% |
$57.5K - $63.2K
|
10.9K
$679K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
934+ 8.91% |
$56.3K - $61.9K
|
11.4K
$714K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
857New |
$51.7K - $56.8K
|
857
$53.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
627New |
$37.8K - $41.6K
|
627
$39.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
521New |
$31.4K - $34.5K
|
521
$32.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
321New |
$19.3K - $21.3K
|
321
$20.1K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
315+ 2.57% |
$19K - $20.9K
|
12.6K
$787K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
291+ 4.94% |
$17.5K - $19.3K
|
6.18K
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
184New |
$11.1K - $12.2K
|
184
$11.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
180+ 11.41% |
$10.8K - $11.9K
|
1.76K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
170+ 1.78% |
$10.2K - $11.3K
|
9.74K
$609K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
121+ 2.58% |
$7.29K - $8.02K
|
4.81K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
44+ 0.25% |
$2.65K - $2.92K
|
17.8K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
38New |
$2.29K - $2.52K
|
38
$2.38K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
31New |
$1.87K - $2.05K
|
31
$1.94K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
28+ 0.67% |
$1.69K - $1.86K
|
4.22K
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
17+ 0.14% |
$1.02K - $1.13K
|
12.4K
$773K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
11+ 0.14% |
$663 - $729
|
7.99K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 2.19% |
$422 - $464
|
327
$20.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4New |
$241 - $265
|
4
$250
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-6- 0.18% |
$362 - $398
|
3.4K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-23- 1.81% |
$1.39K - $1.52K
|
1.25K
$78.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-48- 60.76% |
$2.89K - $3.18K
|
31
$1.94K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-88- 0.91% |
$5.3K - $5.83K
|
9.57K
$598K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-115- 2.74% |
$6.93K - $7.62K
|
4.08K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-171- 40.14% |
$10.3K - $11.3K
|
255
$15.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-190- 1.79% |
$11.5K - $12.6K
|
10.4K
$650K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-247- 4.34% |
$14.9K - $16.4K
|
5.44K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-282- 7.55% |
$17K - $18.7K
|
3.46K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-288- 7.42% |
$17.4K - $19.1K
|
3.59K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-514- 0.64% |
$31K - $34.1K
|
80K
$5M
|