Purchases and Sales Made in Q3 2025 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q3 2025. 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 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
140New |
$6.84K - $7.38K
|
140
$7.12K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
133New |
$6.5K - $7.01K
|
133
$6.77K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
131New |
$6.4K - $6.9K
|
131
$6.66K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
101New |
$4.94K - $5.32K
|
101
$5.14K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
82+ 2.5% |
$4.01K - $4.32K
|
3.37K
$171K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
82+ 0.51% |
$4.01K - $4.32K
|
16.2K
$823K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
71+ 0.39% |
$3.47K - $3.74K
|
18.3K
$930K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
70+ 1.17% |
$3.42K - $3.69K
|
6.07K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
62+ 4.18% |
$3.03K - $3.27K
|
1.55K
$78.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
56+ 0.51% |
$2.74K - $2.95K
|
11.1K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
55New |
$2.69K - $2.9K
|
55
$2.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43+ 0.72% |
$2.1K - $2.27K
|
5.99K
$305K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 50.0% |
$244 - $263
|
5
$254
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-51- 23.18% |
$2.49K - $2.69K
|
169
$8.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-55- 1.16% |
$2.69K - $2.9K
|
4.69K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Metlife Inc
New York, NY |
SELL
|
- |
-97- 1.1% |
$4.74K - $5.11K
|
8.71K
$443K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-113- 23.01% |
$5.52K - $5.95K
|
378
$19.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-118- 0.81% |
$5.77K - $6.22K
|
14.5K
$736K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-178- 1.21% |
$8.7K - $9.38K
|
14.6K
$742K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-200- 0.97% |
$9.77K - $10.5K
|
20.3K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-210- 77.78% |
$10.3K - $11.1K
|
60
$3.05K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-302- 6.33% |
$14.8K - $15.9K
|
4.47K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-373- 2.43% |
$18.2K - $19.7K
|
14.9K
$760K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-397- 6.44% |
$19.4K - $20.9K
|
5.77K
$294K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-426- 4.77% |
$20.8K - $22.4K
|
8.51K
$433K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-447- 10.8% |
$21.8K - $23.6K
|
3.69K
$188K
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-490- 1.89% |
$23.9K - $25.8K
|
25.5K
$1.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-546- 17.84% |
$26.7K - $28.8K
|
2.52K
$128K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-600- 37.04% |
$29.3K - $31.6K
|
1.02K
$51.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-632- 4.54% |
$30.9K - $33.3K
|
13.3K
$677K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-749- 1.89% |
$36.6K - $39.5K
|
38.8K
$1.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-750- 43.35% |
$36.7K - $39.5K
|
980
$49.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-870- 0.07% |
$42.5K - $45.8K
|
1.27M
$64.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-878- 75.62% |
$42.9K - $46.3K
|
283
$14.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-883- 3.3% |
$43.2K - $46.5K
|
25.9K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.04K- 1.4% |
$51K - $55K
|
73.4K
$3.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 47.62% |
$55.6K - $60K
|
1.25K
$63.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.18K- 1.3% |
$57.9K - $62.4K
|
89.6K
$4.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.34K- 16.54% |
$65.3K - $70.4K
|
6.75K
$343K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.38K- 25.4% |
$67.3K - $72.6K
|
4.05K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.48K- 32.49% |
$72.3K - $78K
|
3.08K
$156K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.5K- 3.75% |
$73.1K - $78.8K
|
38.4K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.74K- 4.35% |
$85.1K - $91.8K
|
38.3K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-2.05K- 20.46% |
$100K - $108K
|
7.97K
$405K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.32K- 4.8% |
$113K - $122K
|
46K
$2.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.63K- 3.76% |
$129K - $139K
|
67.4K
$3.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.7K- 26.38% |
$132K - $142K
|
7.54K
$384K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.8K- 7.08% |
$137K - $148K
|
36.8K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.89K- 5.97% |
$141K - $152K
|
45.5K
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.03K- 7.46% |
$148K - $160K
|
37.6K
$1.91M
|
|