Purchases and Sales Made in Q3 2021 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
156+ 1.42% |
$7.56K - $8.13K
|
11.2K
$496K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
130+ 56.52% |
$6.3K - $6.77K
|
360
$16K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
127New |
$6.15K - $6.62K
|
127
$5.64K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
51New |
$2.47K - $2.66K
|
51
$2.27K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
48New |
$2.33K - $2.5K
|
48
$2.13K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
23+ 0.53% |
$1.11K - $1.2K
|
4.33K
$193K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
6New |
$291 - $313
|
6
$267
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$48.5 - $52.1
|
1
$44.4
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-6- 4.96% |
$291 - $313
|
115
$5.11K
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-13- 1.4% |
$630 - $677
|
917
$40.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-23- 34.85% |
$1.11K - $1.2K
|
43
$1.91K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-50- 98.04% |
$2.42K - $2.61K
|
1
$44.4
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-72Closed |
$3.49K - $3.75K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-84- 0.77% |
$4.07K - $4.38K
|
10.8K
$480K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 3.9% |
$4.85K - $5.21K
|
2.47K
$110K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-100- 34.6% |
$4.85K - $5.21K
|
189
$8.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-114- 0.15% |
$5.52K - $5.94K
|
77.1K
$3.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-125- 1.91% |
$6.06K - $6.51K
|
6.42K
$285K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-139- 2.31% |
$6.74K - $7.24K
|
5.87K
$261K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-160- 3.41% |
$7.75K - $8.34K
|
4.53K
$201K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-181- 64.18% |
$8.77K - $9.43K
|
101
$4.49K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-203- 8.78% |
$9.84K - $10.6K
|
2.11K
$93.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-205- 47.67% |
$9.93K - $10.7K
|
225
$10K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-241- 3.98% |
$11.7K - $12.6K
|
5.82K
$258K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-300- 52.72% |
$14.5K - $15.6K
|
269
$12K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-332Closed |
$16.1K - $17.3K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-380- 7.21% |
$18.4K - $19.8K
|
4.89K
$217K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-386- 3.47% |
$18.7K - $20.1K
|
10.7K
$478K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-450- 8.06% |
$21.8K - $23.4K
|
5.13K
$228K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-547- 1.32% |
$26.5K - $28.5K
|
40.9K
$1.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-565- 5.25% |
$27.4K - $29.4K
|
10.2K
$453K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-820- 1.93% |
$39.7K - $42.7K
|
41.8K
$1.86M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-929- 2.91% |
$45K - $48.4K
|
31K
$1.38M
|
|
|
Nov 08, 2021
Q3 2021
|
Congress Asset Management CO
|
SELL
|
- |
-1.02K- 1.33% |
$49.4K - $53.1K
|
76K
$3.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.07KClosed |
$51.7K - $55.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.08K- 8.11% |
$52.5K - $56.5K
|
12.3K
$546K
|
|
|
Mar 23, 2023
Q3 2021
|
Metlife Inc
New York, NY |
SELL
|
- |
-1.08K- 8.11% |
$52.5K - $56.5K
|
12.3K
$546K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.19K- 4.76% |
$57.5K - $61.8K
|
23.8K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.37K- 5.15% |
$66.5K - $71.5K
|
25.3K
$1.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.54K- 12.14% |
$74.5K - $80.1K
|
11.1K
$494K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.62KClosed |
$78.7K - $84.6K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.82K- 78.54% |
$88K - $94.6K
|
496
$22K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-1.86K- 25.21% |
$90.1K - $96.9K
|
5.52K
$245K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.93K- 11.23% |
$93.6K - $101K
|
15.3K
$679K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.98K- 1.19% |
$96K - $103K
|
165K
$7.34M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-2.29K- 3.64% |
$111K - $120K
|
60.7K
$2.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.44K- 12.13% |
$118K - $127K
|
17.7K
$785K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.05KClosed |
$196K - $211K
|
0
$0
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-4.1KClosed |
$199K - $214K
|
0
$0
|