Latest Institutional Transactions on Ishares Inc (EPP)
This table provides information on the latest institutional transactions involving Ishares Inc (EPP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
51+ 0.32% |
$2.22K - $2.51K
|
16.1K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.24K+ 73.05% |
$54K - $60.9K
|
2.94K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-43.7K- 38.2% |
$1.91M - $2.15M
|
70.7K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-3.49K- 4.31% |
$152K - $171K
|
77.6K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.17K- 2.27% |
$94.6K - $107K
|
93.5K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.9K+ 293.14% |
$1.3M - $1.47M
|
40.1K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.7KNew |
$466K - $526K
|
10.7K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
6.57K+ 17.14% |
$286K - $323K
|
44.9K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.76KNew |
$338K - $381K
|
7.76K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.55K+ 4.41% |
$111K - $125K
|
60.4K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.24K+ 1.19% |
$54.1K - $61K
|
106K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Metlife Inc
New York, NY |
BUY
|
- |
193+ 2.16% |
$8.41K - $9.48K
|
9.15K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-296- 3.44% |
$12.9K - $14.5K
|
8.31K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12New |
$523 - $590
|
12
$559
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
120New |
$5.23K - $5.9K
|
120
$5.59K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
453+ 2.23% |
$19.7K - $22.3K
|
20.8K
$967K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.46KNew |
$63.7K - $71.8K
|
1.46K
$68K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.17M- 13.3% |
$50.8M - $57.3M
|
7.6M
$354M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-28- 0.18% |
$1.22K - $1.38K
|
15.4K
$717K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-36- 6.94% |
$1.57K - $1.77K
|
483
$22.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
16.2KNew |
$708K - $798K
|
16.2K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.7K+ 2.45% |
$118K - $132K
|
113K
$5.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15New |
$654 - $737
|
15
$698
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.02K- 16.42% |
$44.3K - $50K
|
5.18K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
173+ 11.43% |
$7.54K - $8.5K
|
1.69K
$78.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
14K+ 11.11% |
$608K - $686K
|
140K
$6.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.43K- 82.95% |
$106K - $120K
|
500
$23.3K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.98K- 16.92% |
$86.2K - $97.1K
|
9.71K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-40.1K- 22.85% |
$1.75M - $1.97M
|
135K
$6.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-225- 75.0% |
$9.81K - $11.1K
|
75
$3.49K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.59K- 2.27% |
$113K - $127K
|
112K
$5.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
204+ 0.98% |
$8.89K - $10K
|
21.1K
$982K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-250- 1.2% |
$10.9K - $12.3K
|
20.5K
$956K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
200K+ 2.05% |
$8.72M - $9.83M
|
9.96M
$464M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-845- 99.88% |
$36.8K - $41.5K
|
1
$46.6
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.1K- 7.08% |
$179K - $201K
|
53.8K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.9K+ 15.56% |
$2.57M - $2.89M
|
437K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9K+ 8.59% |
$563K - $635K
|
163K
$7.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
408+ 0.91% |
$17.8K - $20K
|
45.4K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
544+ 2.49% |
$23.7K - $26.7K
|
22.4K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
127+ 1.93% |
$5.54K - $6.24K
|
6.7K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
148New |
$6.45K - $7.27K
|
148
$6.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.65K- 2.97% |
$290K - $327K
|
217K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-81- 0.75% |
$3.53K - $3.98K
|
10.7K
$500K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-352- 9.23% |
$15.3K - $17.3K
|
3.46K
$161K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.34KNew |
$233K - $262K
|
5.34K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 20.24% |
$64.9K - $73.1K
|
5.87K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
896+ 3.19% |
$39.1K - $44K
|
29K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$262 - $295
|
6
$279
|