Latest Institutional Transactions on Ishares Inc (EPP)

EPP Quotes by TradingView

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
Nov 13, 2020 Q3 2020
Evoke Wealth, LLC

SELL
 -
-230
- 81.85%
$9.22K - $9.88K
51 $2.59K
Nov 13, 2020 Q3 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-7K
Closed
$280K - $301K
0 $0
Nov 12, 2020 Q3 2020
Citizens Financial Group Inc

SELL
 -
-800
Closed
$32.1K - $34.4K
0 $0
Nov 12, 2020 Q3 2020
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-2K
- 22.47%
$80.1K - $85.9K
6.9K $351K
Nov 05, 2020 Q3 2020
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-580
Closed
$23.2K - $24.9K
0 $0
Nov 04, 2020 Q3 2020
Capital Insight Partners, LLC

SELL
 -
-32.3K
Closed
$1.3M - $1.39M
0 $0
Nov 03, 2020 Q3 2020
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-555
Closed
$22.2K - $23.8K
0 $0
Nov 02, 2020 Q3 2020
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-1.2K
Closed
$48K - $51.4K
0 $0
Oct 28, 2020 Q3 2020
Valeo Financial Advisors, LLC

SELL
 -
-166
Closed
$6.65K - $7.13K
0 $0
Oct 15, 2020 Q3 2020
Diversified Trust CO

SELL
 -
-12K
Closed
$479K - $513K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
49
+ 29.7%
$1.61K - $2.07K
214 $10.9K
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-21
Closed
$689 - $886
0 $0
Aug 14, 2020 Q2 2020
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-47.6K
Closed
$1.56M - $2.01M
0 $0
Aug 14, 2020 Q2 2020
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-4.22K
Closed
$138K - $178K
0 $0
Aug 13, 2020 Q2 2020
Marshall Wace, LLP

London, X0
SELL
 -
-9.39K
Closed
$308K - $396K
0 $0
Aug 11, 2020 Q2 2020
Mcf Advisors LLC

Covington, KY
SELL
 -
-1.39K
Closed
$45.6K - $58.6K
0 $0
Aug 10, 2020 Q2 2020
Round Table Services, LLC

SELL
 -
-29.6K
Closed
$973K - $1.25M
0 $0
Aug 06, 2020 Q2 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-163
Closed
$5.35K - $6.88K
0 $0
Jul 31, 2020 Q2 2020
Harvest Group Wealth Management, LLC

SELL
 -
-211
Closed
$6.93K - $8.9K
0 $0
Jul 24, 2020 Q2 2020
Ledyard National Bank

SELL
 -
-8.74K
Closed
$287K - $368K
0 $0
Jul 23, 2020 Q2 2020
Creative Financial Designs Inc

BUY
 -
203
New
$6.66K - $8.56K
203 $10.3K
Jul 21, 2020 Q2 2020
Verity Wealth Advisors

BUY
 -
5.74K
New
$188K - $242K
5.74K $292K
Jul 16, 2020 Q2 2020
Optimum Investment Advisors

SELL
 -
-24
Closed
$788 - $1.01K
0 $0
Jul 14, 2020 Q2 2020
Icon Wealth Partners, LLC

SELL
 -
-7.22K
Closed
$237K - $304K
0 $0
Jul 09, 2020 Q2 2020
Arden Trust CO

SELL
 -
-1.22K
Closed
$39.9K - $51.3K
0 $0
Jul 06, 2020 Q2 2020
Marotta Asset Management

SELL
 -
-16.2K
Closed
$531K - $682K
0 $0
Q1 2020
Jan 08, 2024 Q1 2020
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-22.9K
Closed
$669K - $1.1M
0 $0
May 15, 2020 Q1 2020
New Vernon Capital Holdings Ii LLC

Morristown, NJ
SELL
 -
-26.3K
Closed
$768K - $1.27M
0 $0
May 15, 2020 Q1 2020
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-150
Closed
$4.38K - $7.22K
0 $0
May 15, 2020 Q1 2020
Twin Focus Capital Partners, LLC

Boston, MA
SELL
 -
-4.63K
Closed
$135K - $223K
0 $0
May 14, 2020 Q1 2020
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-1.64K
Closed
$47.8K - $78.7K
0 $0
May 13, 2020 Q1 2020
Drw Securities, LLC

Chicago, IL
SELL
 -
-176K
Closed
$5.15M - $8.48M
0 $0
May 13, 2020 Q1 2020
North Rock Partners, LLC

SELL
 -
-346
Closed
$10.1K - $16.6K
0 $0
May 13, 2020 Q1 2020
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-7.15K
Closed
$209K - $344K
0 $0
May 13, 2020 Q1 2020
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-4.93K
Closed
$144K - $237K
0 $0
May 13, 2020 Q1 2020
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-233
Closed
$6.81K - $11.2K
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-3.81K
Closed
$111K - $183K
0 $0
May 12, 2020 Q1 2020
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-6.53K
Closed
$191K - $314K
0 $0
May 07, 2020 Q1 2020
Veracity Capital LLC

SELL
 -
-11K
Closed
$321K - $530K
0 $0
May 07, 2020 Q1 2020
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-4.84K
Closed
$141K - $233K
0 $0
May 05, 2020 Q1 2020
Aspiriant, LLC

SELL
 -
-6K
Closed
$175K - $289K
0 $0
May 04, 2020 Q1 2020
Alpha Omega Wealth Management LLC

SELL
 -
-5.31K
Closed
$155K - $256K
0 $0
Apr 30, 2020 Q1 2020
Personal Cfo Solutions, LLC

SELL
 -
-8.61K
Closed
$251K - $414K
0 $0
Apr 30, 2020 Q1 2020
Hyman Charles D

SELL
 -
-6.67K
Closed
$195K - $321K
0 $0
Apr 30, 2020 Q1 2020
Janney Montgomery Scott LLC

SELL
 -
-4.6K
Closed
$134K - $221K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-560
Closed
$16.4K - $26.9K
0 $0
Apr 28, 2020 Q1 2020
Kcs Wealth Advisory

SELL
 -
-7.32K
Closed
$214K - $352K
0 $0
Apr 24, 2020 Q1 2020
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-281
Closed
$8.21K - $13.5K
0 $0
Apr 22, 2020 Q1 2020
Evolution Wealth Advisors, LLC

SELL
 -
-2K
Closed
$58.4K - $96.2K
0 $0

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