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
$523M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 73.91% |
$7.04M - $7.74M
|
275K
$17.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
61.4K+ 107.66% |
$3.7M - $4.07M
|
118K
$7.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.3K+ 7.09% |
$3.57M - $3.93M
|
896K
$57.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.4K+ 5.67% |
$3.28M - $3.61M
|
1.01M
$64.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
42K+ 38.1% |
$2.53M - $2.78M
|
152K
$9.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.2KNew |
$2M - $2.2M
|
33.2K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
30K+ 10.08% |
$1.81M - $1.99M
|
327K
$20.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
26.7K+ 23.51% |
$1.61M - $1.77M
|
140K
$8.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.8K+ 4.74% |
$1.49M - $1.64M
|
547K
$35M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
18KNew |
$1.09M - $1.19M
|
18K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
17.3K+ 12.9% |
$1.04M - $1.15M
|
152K
$9.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15.1KNew |
$908K - $998K
|
15.1K
$964K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
14.7KNew |
$885K - $973K
|
14.7K
$940K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
14.6KNew |
$883K - $970K
|
14.6K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1K+ 31.88% |
$849K - $933K
|
58.3K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1KNew |
$728K - $800K
|
12.1K
$773K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.1K+ 2.02% |
$727K - $799K
|
609K
$39M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 14.43% |
$636K - $699K
|
83.7K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.89K+ 10.69% |
$535K - $589K
|
92K
$5.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.32K+ 8.69% |
$502K - $551K
|
104K
$6.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
7.56K+ 12.84% |
$456K - $501K
|
66.4K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7.49K+ 17.23% |
$451K - $496K
|
51K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.21KNew |
$374K - $411K
|
6.21K
$397K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.77KNew |
$348K - $382K
|
5.77K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.17KNew |
$311K - $342K
|
5.17K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.8K+ 3.51% |
$289K - $318K
|
142K
$9.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.2K+ 16.01% |
$253K - $279K
|
30.5K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.51K+ 10.51% |
$212K - $233K
|
36.9K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.19K+ 1.03% |
$192K - $211K
|
313K
$20M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.97KNew |
$179K - $197K
|
2.97K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.64K+ 2.32% |
$159K - $175K
|
116K
$7.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.45K+ 75.12% |
$148K - $162K
|
5.71K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.22KNew |
$134K - $147K
|
2.22K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.47K+ 4.35% |
$88.7K - $97.5K
|
35.3K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.32K+ 31.51% |
$79.6K - $87.5K
|
5.51K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.04KNew |
$62.4K - $68.6K
|
1.04K
$66.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
999+ 4.99% |
$60.2K - $66.2K
|
21K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
954+ 9.62% |
$57.5K - $63.2K
|
10.9K
$696K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
934+ 8.91% |
$56.3K - $61.9K
|
11.4K
$731K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
857New |
$51.7K - $56.8K
|
857
$54.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
663+ 10.76% |
$40K - $43.9K
|
6.83K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
654+ 21.07% |
$39.4K - $43.3K
|
3.76K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
627New |
$37.8K - $41.6K
|
627
$40.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
521New |
$31.4K - $34.5K
|
521
$33.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
321New |
$19.3K - $21.3K
|
321
$20.5K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
315+ 2.57% |
$19K - $20.9K
|
12.6K
$806K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
306+ 36.34% |
$18.4K - $20.3K
|
1.15K
$73.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
291+ 4.94% |
$17.5K - $19.3K
|
6.18K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
241New |
$14.5K - $16K
|
241
$15.4K
|