Global Retirement Partners, LLC Ishares Inc Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Inc stock. As of the latest transaction made, Global Retirement Partners, LLC holds 4,700 shares of EPP stock, worth $210,889. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,700

Previous 5,572 15.65%

Holding current value

$210,889

Previous $272,000 24.63%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$43.59 - $49.13 $38,010 - $42,841	-872 Reduced 15.65%	4,700 $205,000
Q3 2024 Oct 16, 2024	BUY	$41.3 - $48.84 $216,122 - $255,579	5,233 Added 1543.66%	5,572 $272,000
Q1 2024 Apr 23, 2024	SELL	$40.47 - $43.52 $11,655 - $12,533	-288 Reduced 45.93%	339 $14,000
Q4 2023 Jan 18, 2024	BUY	$38.16 - $43.56 $8,662 - $9,888	227 Added 56.75%	627 $27,000
Q3 2023 Oct 13, 2023	BUY	$39.31 - $43.94 $2,397 - $2,680	61 Added 17.99%	400 $15,000
Q4 2022 Feb 13, 2023	BUY	$37.1 - $44.34 $12,576 - $15,031	339 New	339 $14,000
Q2 2020 Jul 13, 2020	SELL	$32.82 - $42.18 $3,085 - $3,964	-94 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$29.21 - $48.12 $1,811 - $2,983	-62 Reduced 39.74%	94 $3,000
Q4 2019 Jan 23, 2020	BUY	$43.65 - $46.99 $218 - $234	5 Added 3.31%	156 $7,000
Q2 2019 Nov 19, 2019	BUY	$45.01 - $47.35 $6,796 - $7,149	151 New	151 $7,000
Q4 2018 Feb 22, 2019	SELL	$39.46 - $45.44 $22,097 - $25,446	-560 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$45.33 - $48.5 $25,384 - $27,160	560 New	560 $26,000

Others Institutions Holding EPP

# of Institutions

199

Shares Held

32.3M

Call Options Held

10.8K

Put Options Held

15.8K

View Full List

About ISHARES INC

Ticker EPP
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Global Retirement Partners, LLC Ishares Inc Transaction History